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Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
VIP
326
Vantage Investment Partners
Missouri
$12.7M +$261K +645 +2%
William Blair & Company
327
William Blair & Company
Illinois
$12.6M +$1.33M +3,278 +13%
AII
328
AGF Investments Inc
Ontario, Canada
$12.6M -$26.7M -65,796 -70%
NP
329
NS Partners
United Kingdom
$12.6M -$454K -1,120 -4%
PCA
330
Private Capital Advisors
Connecticut
$12.5M -$60.8K -150 -0.5%
MCM
331
Maryland Capital Management
Maryland
$12.5M -$1.46M -3,591 -11%
CIC
332
Carnegie Investment Counsel
Ohio
$12.5M +$135K +334 +1%
YCM
333
Yousif Capital Management
Michigan
$12.4M -$857K -2,113 -7%
CFIA
334
Cantor Fitzgerald Investment Advisors
New York
$12.4M +$5.44M +13,428 +92%
HT
335
HAP Trading
New York
$12.3M +$3.8M +9,384 +50%
WP
336
WealthPLAN Partners
Nebraska
$12.3M -$664K -1,637 -5%
WIM
337
WealthPlan Investment Management
Nebraska
$12.3M +$11.5M +28,363 New
NAM
338
Nissay Asset Management
Japan
$12.1M +$206K +508 +2%
GIM
339
Goelzer Investment Management
Indiana
$12.1M +$100K +247 +0.9%
SSA
340
South Street Advisors
New York
$11.9M -$405 -1 -0%
RJT
341
Raymond James Trust
Florida
$11.9M -$568K -1,402 -5%
BFIC
342
Bedell Frazier Investment Counselling
California
$11.9M -$4.65M -11,472 -30%
CP
343
Castleview Partners
Texas
$11.8M -$3.84B -9,464,565 -100%
SAM
344
Strategy Asset Managers
California
$11.7M +$412K +1,017 +4%
LW
345
Linscomb Wealth
Texas
$11.7M +$332K +818 +3%
Brown Advisory
346
Brown Advisory
Maryland
$11.7M -$278K -685 -3%
BSW
347
Buckingham Strategic Wealth
Missouri
$11.7M -$197K -485 -2%
BFS
348
Bard Financial Services
Connecticut
$11.7M +$72.6K +179 +0.7%
LIM
349
Leavell Investment Management
Alabama
$11.6M -$213K -526 -2%
KPWS
350
Kestra Private Wealth Services
Texas
$11.6M -$285K -703 -3%

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.