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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
CIC
301
Carnegie Investment Counsel
Ohio
$15M -$70.6K -152 -0.5%
PFM
302
Parsec Financial Management
North Carolina
$14.9M +$516K +1,111 +4%
PA
303
Pinnacle Associates
New York
$14.9M +$64.1K +138 +0.5%
OWIM
304
Old West Investment Management
California
$14.9M +$78.1K +168 +0.6%
ACA
305
Anchor Capital Advisors
Massachusetts
$14.9M -$987K -2,125 -6%
TWC
306
TD Waterhouse Canada
Ontario, Canada
$14.9M +$1.28M +2,751 +11%
BCM
307
Barometer Capital Management
Ontario, Canada
$14.7M +$8.39M +18,059 +148%
Janus Henderson Group
308
Janus Henderson Group
United Kingdom
$14.6M -$755K -1,624 -5%
GIM
309
Goelzer Investment Management
Indiana
$14.6M -$347K -746 -2%
CWM
310
CIBC World Markets
New York
$14.3M +$12M +25,840 +722%
William Blair & Company
311
William Blair & Company
Illinois
$14.3M +$961K +2,069 +8%
Public Sector Pension Investment Board (PSP Investments)
312
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$14.1M +$1.74M +3,739 +15%
KPWS
313
Kestra Private Wealth Services
Texas
$13.9M +$1.16M +2,487 +10%
ASN
314
Advisory Services Network
Georgia
$13.8M +$612K +1,317 +5%
PCA
315
Private Capital Advisors
Connecticut
$13.8M -$558K -1,200 -4%
BFIC
316
Bedell Frazier Investment Counselling
California
$13.7M -$296K -638 -2%
GCM
317
Graham Capital Management
Connecticut
$13.5M +$2.88M +6,196 +29%
AA
318
Apriem Advisors
California
$13.5M -$496K -1,068 -4%
RFC
319
Regions Financial Corp
Alabama
$13.5M -$506K -1,088 -4%
AIM
320
ARK Investment Management
Florida
$13.4M -$3.06M -6,594 -19%
LW
321
Linscomb Wealth
Texas
$13.4M +$251K +541 +2%
CNB
322
Czech National Bank
Czech Republic
$13.3M -$57.2K -123 -0.4%
FNBT
323
FineMark National Bank & Trust
Florida
$13.2M +$84.1K +181 +0.7%
RJT
324
Raymond James Trust
Florida
$13.2M -$66K -142 -0.5%
BFS
325
Bard Financial Services
Connecticut
$13.2M -$83.6K -180 -0.7%

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.