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Lockheed Martin
LMT

Overview Fund Activity

1,115 hedge funds and large institutions have $54.9B invested in Lockheed Martin in 2016 Q1 according to their latest regulatory filings, with 96 funds opening new positions, 454 increasing their positions, 400 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,115
Holders Change
+40
Holders Change %
+3.72%
% of All Funds
29.76%
Holding in Top 10
48
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-7.69%
% of All Funds
1.28%
New
96
Increased
454
Reduced
400
Closed
46
Calls
$298M
Puts
$272M
Net Calls
+$26.3M
Net Calls Change
+$222M

Top Buyers

1
Winslow Capital Management
Winslow Capital Management
Minnesota
$352M
2
UBS Group
UBS Group
Switzerland
$388M
3
Ameriprise
Ameriprise
Minnesota
$761M
4
Bank of America
Bank of America
North Carolina
$1.86B
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
$140M

Top Sellers

1
Capital World Investors
Capital World Investors
California
$5.81B
2
Boston Partners
Boston Partners
Massachusetts
$339M
3
Prudential Financial
Prudential Financial
New Jersey
$75.4M
4
State Street
State Street
Massachusetts
$11.3B
5
Capital Research Global Investors
Capital Research Global Investors
California
$1.93B
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
1001
Williams Jones & Associates
New York
$185K +$185K +835 New
ZB
1002
Zions Bancorporation
Utah
$182K +$92K +409 +102%
FA
1003
Friess Associates
Delaware
$181K – – –
HCC
1004
Hirtle Callaghan & Co
Pennsylvania
$173K -$12.2K -55 -7%
SMG
1005
Spectrum Management Group
Indiana
$168K +$88.4K +400 +111%
BFEC
1006
Benjamin F. Edwards & Company
Missouri
$164K +$4.65K +21 +3%
KT
1007
Kanaly Trust
Texas
$161K +$2.88K +13 +2%
SAMC
1008
Shinko Asset Management Company
Japan
$160K -$12.6K -57 -7%
IWM
1009
Integrated Wealth Management
California
$152K -$24.1K -109 -14%
VIA
1010
Vantage Investment Advisors
Pennsylvania
$147K +$888 +4 +0.6%
OSAM
1011
O'Shaughnessy Asset Management
Connecticut
$145K +$57.6K +259 +66%
AIM
1012
Advantage Investment Management
Iowa
$143K -$41.6K -188 -23%
SC
1013
SRB Corp
Massachusetts
$142K – – –
PMFA
1014
Plante Moran Financial Advisors
Michigan
$139K -$4.89K -22 -3%
FPTW
1015
Franklin, Parlapiano, Turner & Welch
Texas
$133K – – –
CHC
1016
City Holding Co
West Virginia
$127K -$7.31K -33 -5%
PFSC
1017
Peoples Financial Services Corp
Pennsylvania
$122K -$22.2K -100 -15%
MCM
1018
Manchester Capital Management
Vermont
$118K – – –
QCG
1019
Quadrant Capital Group
Ohio
$116K -$25.9K -123 -18%
SSB
1020
Sandy Spring Bank
Maryland
$115K -$1.55K -7 -1%
RFA
1021
Reilly Financial Advisors
California
$115K – – –
CPA
1022
Cowen Prime Advisors
New York
$111K – – –
PG
1023
Patten Group
Tennessee
$111K – – –
S
1024
SignatureFD
Georgia
$105K +$5.53K +25 +6%
FHA
1025
First Horizon Advisors
Tennessee
$105K +$58.9K +252 +128%
39 40
41
42 43