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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
SDIC
351
South Dakota Investment Council
South Dakota
$11.9M -$2.96M -6,366 -21%
AWAG
352
ARS Wealth Advisors Group
Florida
$11.9M -$1.53M -3,294 -12%
Comerica Bank
353
Comerica Bank
Texas
$11.8M -$509K -1,096 -4%
MPWT
354
MassMutual Private Wealth & Trust
Connecticut
$11.8M +$51.1K +110 +0.5%
SAM
355
Scopus Asset Management
New York
$11.8M +$11.3M +24,225 New
WIM
356
WealthPlan Investment Management
Nebraska
$11.6M -$1.04M -2,248 -9%
NIG
357
NFJ Investment Group
Texas
$11.6M -$2.02M -4,355 -15%
Lido Advisors
358
Lido Advisors
California
$11.6M +$701K +1,509 +7%
WP
359
WealthPLAN Partners
Nebraska
$11.6M +$11.1M +23,990 New
HIMCH
360
Hartford Investment Management Co (HIMCO)
Connecticut
$11.6M -$142K -306 -1%
SI
361
Stephens Inc
Arkansas
$11.5M +$525K +1,129 +5%
TS
362
Tamar Securities
California
$11.4M -$87.8K -189 -0.8%
TCBWMS
363
Texas Capital Bank Wealth Management Services
Texas
$11.2M -$712K -1,533 -6%
TSW
364
Thompson Siegel & Walmsley
Virginia
$11M -$5.96M -12,836 -36%
BCM
365
Buckhead Capital Management
Georgia
$11M -$753K -1,620 -7%
JIC
366
Johnson Investment Counsel
Ohio
$10.9M +$656K +1,411 +7%
TRSOTSOK
367
Teachers Retirement System of the State of Kentucky
Kentucky
$10.9M
LCM
368
LVM Capital Management
Michigan
$10.8M -$81.3K -175 -0.8%
IAIM
369
Industrial Alliance Investment Management
Quebec, Canada
$10.8M +$391K +842 +4%
JIP
370
Jaffetilchin Investment Partners
Florida
$10.8M +$225K +484 +2%
NCM
371
Novare Capital Management
North Carolina
$10.8M -$22.3K -48 -0.2%
UAS
372
United Asset Strategies
New York
$10.7M +$7.45M +16,026 +272%
AAM
373
Ardevora Asset Management
United Kingdom
$10.7M -$16.3M -35,091 -62%
BC
374
Brookfield Corp
Ontario, Canada
$10.6M +$10.2M +21,860 New
TCM
375
Tufton Capital Management
Maryland
$10.6M -$153K -329 -1%

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.