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Lockheed Martin

2,130 hedge funds and large institutions have $76.1B invested in Lockheed Martin in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 969 increasing their positions, 732 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $1.77B

32% more repeat investments, than reductions

Existing positions increased: 969 | Existing positions reduced: 732

0.41% less ownership

Funds ownership: 74.92%74.51% (-0.41%)

2% less funds holding

Funds holding: 2,1802,130 (-50)

11% less capital invested

Capital invested by funds: $85.3B → $76.1B (-$9.2B)

14% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 126

25% less funds holding in top 10

Funds holding in top 10: 8060 (-20)

Holders
2,130
Holders Change
-50
Holders Change %
-2.29%
% of All Funds
36.69%
Holding in Top 10
60
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-25%
% of All Funds
1.03%
New
108
Increased
969
Reduced
732
Closed
126
Calls
$2.45B
Puts
$1.77B
Net Calls
+$685M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
226
Cerity Partners
New York
$18.7M +$227K +543 +1%
X
227
Xponance
Pennsylvania
$18.7M +$890K +2,131 +5%
Thrivent Financial for Lutherans
228
Thrivent Financial for Lutherans
Minnesota
$18.5M -$57.7M -138,148 -74%
EBSAM
229
Eubel Brady & Suttman Asset Management
Ohio
$18.4M +$480K +1,149 +2%
SFM
230
Stack Financial Management
Montana
$18.1M +$321K +768 +2%
Rafferty Asset Management
231
Rafferty Asset Management
New York
$17.8M +$1.14M +2,735 +6%
CDH
232
Charles D. Hyman
$17.4M -$140K -335 -0.7%
CCG
233
Cypress Capital Group
Florida
$17.2M -$550K -1,316 -3%
PDM
234
Penn Davis McFarland
Texas
$17.2M +$175K +419 +0.9%
SOADOR
235
State of Alaska Department of Revenue
Alaska
$17.2M -$1.06M -2,543 -5%
DADC
236
D.A. Davidson & Co
Montana
$16.8M +$2.99M +7,158 +20%
PAG
237
Private Advisor Group
New Jersey
$16.7M +$979K +2,344 +6%
ERSOT
238
Employees Retirement System of Texas
Texas
$16.7M +$2.51M +6,004 +16%
VanEck Associates
239
VanEck Associates
New York
$16.4M +$1.47M +3,510 +9%
URS
240
Utah Retirement Systems
Utah
$16.4M +$87.3K +209 +0.5%
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$16.1M +$6.61M +15,835 +61%
Mercer Global Advisors
242
Mercer Global Advisors
Colorado
$16M +$8M +19,152 +86%
NA
243
NewEdge Advisors
Louisiana
$16M -$18.8M -45,130 -52%
OC
244
Oppenheimer & Co
New York
$16M -$149K -358 -0.9%
MCM
245
MAI Capital Management
Ohio
$15.8M +$2.39M +5,732 +16%
NYLIM
246
New York Life Investment Management
New York
$15.7M -$160K -382 -0.9%
AP
247
Archon Partners
New Jersey
$15.6M
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$15.6M +$141K +337 +0.8%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
249
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$15.6M -$37.4M -89,686 -69%
ACI
250
Alpha Cubed Investments
California
$15.4M +$263K +631 +2%

LMT Hedge Fund Activity: Q3 2022 in Review

2,130 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2022, worth a combined $76.1B — down 11% from $85.3B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of LMT and 108 opened new positions — a net loss of 18 holders — while 732 trimmed existing stakes and 969 added.

The largest buyer was Fidelity Investments, adding an estimated $323M. The largest seller was Capital World Investors, cutting an estimated $509M.

  • 2,130 institutional investors held Lockheed Martin (LMT) as of Q3 2022, down from 2,180 in Q2 2022.
  • Funds reported $76.1B of Lockheed Martin stock for Q3 2022, down 11% quarter-over-quarter.
  • 108 funds opened new Lockheed Martin positions in Q3 2022 and 126 closed out, a net change of -18 holders.
  • The largest Lockheed Martin buyer in Q3 2022 was Fidelity Investments, an estimated $323M added.
  • The largest Lockheed Martin seller in Q3 2022 was Capital World Investors, an estimated $509M sold.

Based on aggregated 13F filings for Q3 2022.