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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 %
NDSI
1001
Newman Dignan & Sheerar Inc
Rhode Island
$302K – – –
GC
1002
Gratry & Company
Ohio
$301K – – –
GAM
1003
Gould Asset Management
California
$296K +$296K +1,185 New
TSWM
1004
Triangle Securities Wealth Management
North Carolina
$293K -$2K -8 -0.7%
PP
1005
Patten & Patten
Tennessee
$292K – – –
SWA
1006
SFMG Wealth Advisors
Texas
$292K +$75.1K +300 +35%
FNB
1007
Farmers National Bank
Kentucky
$288K -$6.26K -25 -2%
NQWM
1008
Northwest Quadrant Wealth Management
Oregon
$288K +$288K +1,127 New
BCMO
1009
Buckingham Capital Management (Ohio)
Ohio
$287K -$66.3K -265 -19%
MGIA
1010
Moneta Group Investment Advisors
Missouri
$282K -$281K -1,122 -50%
LAM
1011
Lebenthal Asset Management
New York
$282K – – –
AW
1012
Alpha Windward
Massachusetts
$282K +$5K +20 +2%
WSC
1013
Wellington Shields & Co
New York
$280K – – –
PL
1014
Parkwood LLC
Ohio
$280K +$280K +1,119 New
MFBTD
1015
MB Financial Bank - Trust Department
Illinois
$278K – – –
VCM
1016
Versant Capital Management
Arizona
$276K +$25.3K +101 +10%
SWA
1017
Sutton Wealth Advisors
Florida
$275K +$750 +3 +0.3%
CA
1018
Cullinan Associates
Kentucky
$275K – – –
BAC
1019
Boys Arnold & Co
North Carolina
$274K +$58.8K +235 +27%
DHFB
1020
Dixon Hubard Feinour & Brown
Virginia
$270K -$6.74M -26,976 -96%
LCM
1021
Liberty Capital Management
Michigan
$269K -$10.2K -40 -4%
FC
1022
Forte Capital
New York
$269K – – –
PHS
1023
Pekin Hardy Strauss
Illinois
$266K +$12.5K +50 +5%
CFS
1024
Commonwealth Financial Services
West Virginia
$264K -$169K -655 -39%
MA
1025
MCF Advisors
Kentucky
$264K – – –
39 40
41
42 43