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Lockheed Martin
LMT

Overview Fund Activity

991 hedge funds and large institutions have $50.9B invested in Lockheed Martin in 2014 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 345 increasing their positions, 364 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
991
Holders Change
+73
Holders Change %
+7.95%
% of All Funds
26.45%
Holding in Top 10
40
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-6.98%
% of All Funds
1.07%
New
143
Increased
345
Reduced
364
Closed
55
Calls
$168M
Puts
$586M
Net Calls
-$418M
Net Calls Change
-$160M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$639M
2
American Century Companies
2
American Century Companies
Missouri
$437M
3
MAM
3
Marketfield Asset Management
New York
$175M
4
WRF
4
Waddell & Reed Financial
Kansas
$169M
5
BFA
5
BlackRock Fund Advisors
California
$1.29B

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$1.8B
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$14.3M
3
Massachusetts Financial Services
3
Massachusetts Financial Services
Massachusetts
$1.42B
4
VAM
4
Veritas Asset Management
United Kingdom
$316M
5
Bank of America
5
Bank of America
North Carolina
$763M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFSG
976
Community Financial Services Group
Vermont
$8K +$8K +39 New
WC
977
Whitnell & Co
Illinois
$7K – – –
BPM
978
Bowling Portfolio Management
Ohio
$6.97K -$231 -1,200 -3%
HF
979
Hoxton Financial
West Virginia
$6K – – –
IC
980
Intersect Capital
California
$6K +$6K +31 New
CAW
981
Cornerstone Advisors (Washington)
Washington
$3K +$3K +13 New
LWA
982
Lenox Wealth Advisors
New York
$3K +$3K +14 New
BRWA
983
B. Riley Wealth Advisors
Florida
$2.91K +$1.57K +2,072 +116%
TIM
984
Tortoise Investment Management
New York
$2K +$2K +9 New
MIM
985
Macroview Investment Management
Maryland
$2K +$2K +12 New
QAM
986
QCI Asset Management
New York
$1K – – –
SEC
987
Seven Eight Capital
New York
$1K +$1K +7 New
FTC
988
Farmers Trust Company
Ohio
$982 -$1.25M -5,095 -100%
NG
989
NatWest Group
United Kingdom
$489 -$217 -1,126 -31%
NDSI
990
Newman Dignan & Sheerar Inc
Rhode Island
$272 – – –
Citadel Advisors
991
Citadel Advisors
Florida
– -$49M -267,963 Closed
ERM
992
Elm Ridge Management
New York
– -$37.9M -207,494 Closed
EA
993
Euclid Advisors
Connecticut
– -$34.1M -186,630 Closed
Two Sigma Investments
994
Two Sigma Investments
New York
– -$26.9M -147,436 Closed
RIM
995
RS Investment Management
California
– -$17.8M -97,610 Closed
UMA
996
USA Mutuals Advisors
Texas
– -$11.9M -65,000 Closed
SAM
997
Shell Asset Management
Netherlands
– -$8.61M -47,106 Closed
CANY
998
Caxton Associates (New York)
New York
– -$5.48M -30,000 Closed
GACM
999
Green Arrow Capital Management
New York
– -$3.85M -21,075 Closed
ACM
1000
Advent Capital Management
New York
– -$3.66M -20,000 Closed
38 39
40
41 42