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Lockheed Martin
LMT

Overview Fund Activity

1,221 hedge funds and large institutions have $58.1B invested in Lockheed Martin in 2016 Q4 according to their latest regulatory filings, with 182 funds opening new positions, 448 increasing their positions, 429 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,221
Holders Change
+106
Holders Change %
+9.51%
% of All Funds
30.57%
Holding in Top 10
50
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
1.25%
New
182
Increased
448
Reduced
429
Closed
58
Calls
$416M
Puts
$852M
Net Calls
-$436M
Net Calls Change
-$98.8M

Top Buyers

1
Renaissance Technologies
1
Renaissance Technologies
New York
$170M
2
Wells Fargo
2
Wells Fargo
California
$873M
3
Prudential Financial
3
Prudential Financial
New Jersey
$205M
4
BFA
4
BlackRock Fund Advisors
California
$1.77B
5
WRF
5
Waddell & Reed Financial
Kansas
$407M

Top Sellers

1
State Street
1
State Street
Massachusetts
$12.2B
2
SAC
2
Smith Affiliated Capital
New York
$0
3
Boston Partners
3
Boston Partners
Massachusetts
$47.3M
4
AIM
4
Artemis Investment Management
United Kingdom
$14.3M
5
Capital World Investors
5
Capital World Investors
California
$6.41B
Name Holding Trade Value Shares
Change 		Shares
Change %
IT
976
Independence Trust
Tennessee
$335K -$3.99K -16 -1%
AC
977
Alexandria Capital
Virginia
$335K – – –
QSS
978
Quantitative Systematic Strategies
Florida
$331K +$331K +1,322 New
ACP
979
Ashfield Capital Partners
California
$330K – – –
Carson Wealth (CWM LLC)
980
Carson Wealth (CWM LLC)
Nebraska
$329K – – –
SSB
981
Sandy Spring Bank
Maryland
$329K +$16.7K +67 +5%
JWM
982
Janiczek Wealth Management
Colorado
$328K +$328K +1,312 New
RT
983
Rockland Trust
Massachusetts
$325K +$998 +4 +0.3%
BAS
984
Brown Advisory Securities
Maryland
$325K +$65.9K +264 +25%
PGIM
985
Pacific Global Investment Management
California
$321K +$18.7K +75 +6%
BCI
986
Brinker Capital Investments
Pennsylvania
$320K +$25.3K +101 +9%
ACP
987
Aveo Capital Partners
Colorado
$320K +$320K +1,279 New
SFSG
988
Stearns Financial Services Group
North Carolina
$319K +$107K +429 +51%
ZCA
989
Zeke Capital Advisors
Pennsylvania
$318K +$318K +1,271 New
MCWS
990
McKinley Carter Wealth Services
West Virginia
$316K +$32.8K +131 +12%
NB
991
Nicolet Bankshares
Wisconsin
$315K -$9.98K -40 -3%
BHBT
992
Burke & Herbert Bank & Trust
Virginia
$315K – – –
SMC
993
Smith, Moore & Co
Missouri
$314K -$7.49K -30 -2%
DWM
994
Darwin Wealth Management
Florida
$312K +$11.3K +45 +4%
DG
995
Davidson & Garrard
Virginia
$309K +$309K +1,237 New
WP
996
WealthSource Partners
California
$308K -$182K -727 -37%
KA
997
Kovack Advisors
Florida
$308K +$308K +1,233 New
SAM
998
Shamrock Asset Management
Texas
$307K +$29.5K +118 +11%
TI
999
Truepoint Inc
Ohio
$304K +$304K +1,184 New
PIM
1000
Parasol Investment Management
Illinois
$303K – – –
38 39
40
41 42