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Lockheed Martin
LMT

Overview Fund Activity

1,298 hedge funds and large institutions have $70.1B invested in Lockheed Martin in 2017 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 516 increasing their positions, 468 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,298
Holders Change
+39
Holders Change %
+3.1%
% of All Funds
32.41%
Holding in Top 10
53
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+17.78%
% of All Funds
1.32%
New
108
Increased
516
Reduced
468
Closed
55
Calls
$508M
Puts
$775M
Net Calls
-$267M
Net Calls Change
+$27.3M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$447M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$203M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$182M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$146M
5
Bank of America
Bank of America
North Carolina
+$144M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$697M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$526M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$291M
4
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$213M
5
Ameriprise
Ameriprise
Minnesota
-$175M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
1001
Good Life Advisors
Pennsylvania
$425K +$950 +3 +0.2%
PCTC
1002
Perkins Coie Trust Company
Washington
$424K +$2.17K +7 +0.5%
DSC
1003
Duncker Streett & Co
Missouri
$419K – – –
NIA
1004
Northstar Investment Advisors
Colorado
$419K – – –
BP
1005
Ballentine Partners
Massachusetts
$419K +$104K +335 +33%
JFGLC
1006
Johnson Financial Group LLC (Colorado)
Colorado
$417K +$59.8K +193 +17%
AC
1007
Alexandria Capital
Virginia
$416K – – –
CPSAC
1008
Chas P. Smith & Associates (CPS)
Florida
$415K – – –
IT
1009
Independence Trust
Tennessee
$404K -$27K -87 -6%
RWA
1010
River Wealth Advisors
Pennsylvania
$403K +$3.72K +12 +0.9%
FIM
1011
Frontier Investment Management
Texas
$400K +$1.24K +4 +0.3%
CWM
1012
Confluence Wealth Management
Oregon
$399K -$6.21K -20 -2%
CPP
1013
Crow Point Partners
Massachusetts
$398K -$194K -627 -33%
NQWM
1014
Northwest Quadrant Wealth Management
Oregon
$398K +$2.19K +7 +0.6%
HC
1015
Hourglass Capital
Texas
$397K – – –
BAC
1016
Boys Arnold & Co
North Carolina
$395K – – –
CIA
1017
Choate Investment Advisors
Massachusetts
$393K -$45.6K -147 -10%
BW
1018
Bison Wealth
Georgia
$392K -$51.8K -167 -12%
TBNY
1019
Trustco Bank (New York)
New York
$390K – – –
HI
1020
Hudock Inc
Pennsylvania
$386K -$82K -265 -18%
SIAS
1021
Shine Investment Advisory Services
Colorado
$384K – – –
NB
1022
Nicolet Bankshares
Wisconsin
$382K -$9.3K -30 -2%
VDI
1023
Vaughan David Investments
Illinois
$381K -$95.9K -309 -20%
BHBT
1024
Burke & Herbert Bank & Trust
Virginia
$380K -$10.5K -34 -3%
VCM
1025
Versant Capital Management
Arizona
$376K +$19.5K +63 +5%
39 40
41
42 43