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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.

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
Boston Partners
2
Boston Partners
Massachusetts
$47.3M
3
AIM
3
Artemis Investment Management
United Kingdom
$14.3M
4
Capital World Investors
4
Capital World Investors
California
$6.41B
5
Wellington Management Group
5
Wellington Management Group
Massachusetts
$2.34B
Name Market Value Shares Shares
Change 		Shares
Change %
NSIM
1201
North Star Investment Management
Illinois
$8K 33 – –
TIM
1202
Tortoise Investment Management
New York
$8K 34 +34 New
SNT
1203
Security National Trust
West Virginia
$7K 28 – –
TFO
1204
Tarbox Family Office
California
$7K 28 +28 New
PCTC
1205
Perkins Coie Trust Company
Washington
$6K 23 – –
DBT
1206
Dubuque Bank & Trust
Iowa
$6K 26 – –
WCM
1207
Wealthcare Capital Management
Virginia
$6K 25 – –
PCFFS
1208
Pacific Center for Financial Services
California
$6K 25 +25 New
GBBWRPM
1209
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$5K 19 – –
AIS
1210
Accurate Investment Solutions
Pennsylvania
$5K 20 +10 +100%
CFD
1211
Creative Financial Designs
Indiana
$5K 20 +20 New
CCM
1212
Cribstone Capital Management
Maine
$5K 20 +20 New
SGAM
1213
Smith Group Asset Management
Texas
$4K 16 – –
HIM
1214
Hillsdale Investment Management
Ontario, Canada
$2K 10 -15 -60%
PK
1215
Pflug Koory
Nebraska
$1.4K 5,585 +5,585 New
LWMT
1216
Legacy Wealth Management (Tennessee)
Tennessee
$750 3 +3 New
FPF
1217
FNY Partners Fund
New York
$750 3,000 +3,000 New
BFM
1218
Boothbay Fund Management
New York
$360 1,441 +384 +36%
ED
1219
Exane Derivatives
France
$250 1 – –
SLF
1220
Sun Life Financial
Ontario, Canada
$135 34 -1,238 -97%
Arrowstreet Capital
1221
Arrowstreet Capital
Massachusetts
– – -660,832 Closed
First Eagle Investment Management
1222
First Eagle Investment Management
New York
– – -599,955 Closed
MTB
1223
Mizuho Trust & Banking
Japan
– – -448,291 Closed
Jacobs Levy Equity Management
1224
Jacobs Levy Equity Management
New Jersey
– – -94,744 Closed
WFMPM
1225
Woodley Farra Manion Portfolio Management
Indiana
– – -82,553 Closed
47 48
49
50 51