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Lockheed Martin

2,315 hedge funds and large institutions have $97B invested in Lockheed Martin in 2022 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 828 increasing their positions, 865 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 92

73% more funds holding in top 10

Funds holding in top 10: 60104 (+44)

27% more capital invested

Capital invested by funds: $76.1B → $97B (+$20.9B)

21% more call options, than puts

Call options by funds: $2.95B | Put options by funds: $2.43B

9% more funds holding

Funds holding: 2,1292,315 (+186)

0.67% more ownership

Funds ownership: 74.51%75.18% (+0.67%)

4% less repeat investments, than reductions

Existing positions increased: 828 | Existing positions reduced: 865

Holders
2,315
Holders Change
+186
Holders Change %
+8.74%
% of All Funds
37.21%
Holding in Top 10
104
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+73.33%
% of All Funds
1.67%
New
326
Increased
828
Reduced
865
Closed
92
Calls
$2.95B
Puts
$2.43B
Net Calls
+$513M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
SFM
226
Stack Financial Management
Montana
$22.9M +$133K +287 +0.6%
EBSAM
227
Eubel Brady & Suttman Asset Management
Ohio
$22.9M -$246K -529 -1%
Cetera Investment Advisers
228
Cetera Investment Advisers
Illinois
$22.4M +$8.14M +17,515 +61%
Mercer Global Advisors
229
Mercer Global Advisors
Colorado
$22.2M +$1.95M +4,197 +10%
SOADOR
230
State of Alaska Department of Revenue
Alaska
$22M +$408K +879 +2%
AM
231
AGF Management
Ontario, Canada
$22M +$21M +45,223 New
CDH
232
Charles D. Hyman
$21.9M
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$21.9M +$1.51M +3,254 +8%
CA
234
Cetera Advisors
Colorado
$21.7M +$3.15M +6,778 +18%
Calamos Advisors
235
Calamos Advisors
Illinois
$21.7M -$3.65M -7,859 -15%
PDM
236
Penn Davis McFarland
Texas
$21.4M -$252K -543 -1%
DADC
237
D.A. Davidson & Co
Montana
$21.2M +$47.9K +103 +0.2%
Bank of Nova Scotia
238
Bank of Nova Scotia
Ontario, Canada
$21.1M -$2.62M -5,648 -12%
CCG
239
Cypress Capital Group
Florida
$21.1M -$609K -1,310 -3%
TSAM
240
Trinity Street Asset Management
United Kingdom
$20.6M +$3.12M +6,706 +19%
GT
241
Glenview Trust
Kentucky
$20.5M +$1.32M +2,835 +7%
MCM
242
MAI Capital Management
Ohio
$20.3M +$391K +841 +2%
URS
243
Utah Retirement Systems
Utah
$20.2M -$464K -998 -2%
AP
244
Archon Partners
New Jersey
$19.7M
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$19.6M -$115K -247 -0.6%
NYLIM
246
New York Life Investment Management
New York
$19.5M -$239K -514 -1%
IIM
247
INTECH Investment Management
Florida
$19.5M +$4.93M +10,615 +36%
Thrivent Financial for Lutherans
248
Thrivent Financial for Lutherans
Minnesota
$19.4M -$3.67M -7,893 -17%
CAMG
249
CWA Asset Management Group
Florida
$19.3M -$6.51M -14,013 -26%
IG
250
ING Group
Netherlands
$19.3M +$1.24M +2,672 +7%

LMT Hedge Fund Activity: Q4 2022 in Review

2,315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2022, worth a combined $97B — up 27% from $76.1B a quarter earlier.

Buyers outnumbered sellers: 326 funds opened new LMT positions and 92 closed out — a net gain of 234 holders — while 828 added to existing stakes and 865 trimmed.

The largest buyer was Bank of America, adding an estimated $796M. The largest seller was Capital World Investors, cutting an estimated $698M.

  • 2,315 institutional investors held Lockheed Martin (LMT) as of Q4 2022, up from 2,129 in Q3 2022.
  • Funds reported $97B of Lockheed Martin stock for Q4 2022, up 27% quarter-over-quarter.
  • 326 funds opened new Lockheed Martin positions in Q4 2022 and 92 closed out, a net change of +234 holders.
  • The largest Lockheed Martin buyer in Q4 2022 was Bank of America, an estimated $796M added.
  • The largest Lockheed Martin seller in Q4 2022 was Capital World Investors, an estimated $698M sold.

Based on aggregated 13F filings for Q4 2022.