We are live on ! Find out more
LMT icon

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
MC
376
Miramar Capital
Illinois
$10.3M -$1.94M -4,780 -17%
AAS
377
Avantax Advisory Services
Texas
$10.2M +$1.05M +2,582 +13%
TS
378
Tamar Securities
California
$10.2M +$1.81M +4,467 +24%
GFG
379
Greystone Financial Group
Michigan
$10.1M -$2.46M -6,059 -21%
JIP
380
Jaffetilchin Investment Partners
Florida
$10.1M +$228K +562 +2%
ACA
381
Aptus Capital Advisors
Alabama
$10M +$3.96M +9,773 +76%
ANBT
382
American National Bank & Trust
Texas
$10M +$1.06M +2,612 +13%
SEI Investments
383
SEI Investments
Pennsylvania
$9.99M +$3.4M +8,389 +57%
NB
384
Norinchukin Bank
Japan
$9.96M +$577K +1,424 +7%
AI
385
Ariel Investments
Illinois
$9.91M -$162K -399 -2%
TCOK
386
Trust Company of Kansas
Kansas
$9.77M +$92.4K +228 +1%
DC
387
Davenport & Co
Virginia
$9.67M -$1.12M -2,753 -11%
LCM
388
LVM Capital Management
Michigan
$9.65M -$1.76M -4,350 -17%
M
389
MOTCO
Texas
$9.65M +$36.5K +90 +0.4%
RWP
390
RWA Wealth Partners
Massachusetts
$9.65M +$1.47M +3,617 +20%
Wealthfront Advisers
391
Wealthfront Advisers
California
$9.57M +$2.93M +7,223 +50%
MPM
392
Meritage Portfolio Management
Kansas
$9.56M +$8.78M +21,668 New
PFS
393
Prospera Financial Services
Texas
$9.49M -$1.56M -3,845 -15%
JAM
394
Jupiter Asset Management
United Kingdom
$9.47M +$8.7M +21,458 New
Mercer Global Advisors
395
Mercer Global Advisors
Colorado
$9.41M -$199K -490 -2%
LNC
396
Lincoln National Corp
Pennsylvania
$9.34M -$2.02M -4,992 -19%
NCM
397
Novare Capital Management
North Carolina
$9.3M -$37.3K -92 -0.4%
CCP
398
Corient Capital Partners
California
$9.29M +$259K +639 +3%
CA
399
Cornerstone Advisors
North Carolina
$9.27M
RRAM
400
River Road Asset Management
Kentucky
$9.27M -$856K -2,112 -9%

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.