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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 %
VC
1026
Vestor Capital
Illinois
$98K – – –
FCT
1027
Family Capital Trust
Massachusetts
$98K +$24.3K +110 +33%
AF
1028
Arrow Financial
New York
$94K -$3.33K -15 -3%
AF
1029
Allworth Financial
California
$93K – – –
BWA
1030
Burt Wealth Advisors
Maryland
$91K – – –
NCMG
1031
NCM Capital Management Group
North Carolina
$89K – – –
TWMP
1032
Taylor Wealth Management Partners
Massachusetts
$89K +$89K +400 New
PO
1033
Private Ocean
California
$86K – – –
GAM
1034
Gemmer Asset Management
California
$82K – – –
CF
1035
CenterStar Fund
Illinois
$80K -$614K – –
AA
1036
Apriem Advisors
California
$77K -$2.67K -12 -3%
VFA
1037
Virtus Fund Advisers
Connecticut
$75K – – –
FIB
1038
First Interstate Bank
Montana
$75K +$3.78K +17 +5%
Royal London Asset Management
1039
Royal London Asset Management
United Kingdom
$75K +$74.5K +16,558,294 +14,770%
CFA
1040
Carroll Financial Associates
North Carolina
$69K +$4.19K +19 +6%
CA
1041
CapWealth Advisors
Tennessee
$69K +$69K +311 New
PHK
1042
Point72 Hong Kong
Hong Kong
$66K +$66K +300 New
SFFS
1043
Stonehage Fleming Financial Services
Jersey
$66K +$66K +300 New
DAM
1044
Delta Asset Management
Tennessee
$64K – – –
RWG
1045
Regal Wealth Group
California
$64K – – –
PFBT
1046
Parkside Financial Bank & Trust
Missouri
$63K -$220 -1 -0.3%
TDC
1047
Thompson Davis & Co
Virginia
$63K +$16.7K +75 +36%
WTB
1048
Washington Trust Bank
Washington
$62K -$80.7K -362 -57%
OSNBOA
1049
Old Second National Bank of Aurora
Illinois
$62K – – –
FAM
1050
Formidable Asset Management
Ohio
$59K +$3.34K +15 +6%
40 41
42
43 44