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Lockheed Martin

2,130 hedge funds and large institutions have $76.1B invested in Lockheed Martin in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 969 increasing their positions, 732 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $1.77B

32% more repeat investments, than reductions

Existing positions increased: 969 | Existing positions reduced: 732

0.41% less ownership

Funds ownership: 74.92%74.51% (-0.41%)

2% less funds holding

Funds holding: 2,1802,130 (-50)

11% less capital invested

Capital invested by funds: $85.3B → $76.1B (-$9.2B)

14% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 126

25% less funds holding in top 10

Funds holding in top 10: 8060 (-20)

Holders
2,130
Holders Change
-50
Holders Change %
-2.29%
% of All Funds
36.69%
Holding in Top 10
60
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-25%
% of All Funds
1.03%
New
108
Increased
969
Reduced
732
Closed
126
Calls
$2.45B
Puts
$1.77B
Net Calls
+$685M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
376
Stephens Inc
Arkansas
$8.68M +$218K +521 +2%
TRSOTSOK
377
Teachers Retirement System of the State of Kentucky
Kentucky
$8.67M +$9.38M +22,453 New
Kovitz Investment Group Partners
378
Kovitz Investment Group Partners
Illinois
$8.63M -$402K -963 -4%
Lido Advisors
379
Lido Advisors
California
$8.6M +$7.14M +17,106 +332%
JWM
380
Jeppson Wealth Management
California
$8.58M +$173K +415 +2%
NCM
381
Novare Capital Management
North Carolina
$8.56M +$337K +807 +4%
TCM
382
Tufton Capital Management
Maryland
$8.53M -$5.33M -12,774 -37%
JIP
383
Jaffetilchin Investment Partners
Florida
$8.38M -$711K -1,702 -7%
GCM
384
Graham Capital Management
Connecticut
$8.37M -$91.4K -219 -1%
DC
385
Davenport & Co
Virginia
$8.35M +$81K +194 +0.9%
JWM
386
Jackson Wealth Management
Florida
$8.29M +$6.18M +14,798 +222%
IAIM
387
Industrial Alliance Investment Management
Quebec, Canada
$8.25M -$6.98M -16,722 -44%
II
388
IFM Investors
Australia
$8.2M +$271K +650 +3%
JIC
389
Johnson Investment Counsel
Ohio
$8.15M +$403K +964 +5%
TA
390
TruWealth Advisors
Louisiana
$8.12M +$8.78M +21,026 New
NEAM
391
New England Asset Management
Connecticut
$8.11M +$647K +1,550 +8%
Amundi
392
Amundi
France
$8.11M -$125K -300 -1%
ACA
393
Aptus Capital Advisors
Alabama
$8.06M -$868K -2,079 -9%
RRAM
394
River Road Asset Management
Kentucky
$8.06M +$13.4K +32 +0.2%
WFG
395
Wills Financial Group
Virginia
$8.04M +$40.1K +96 +0.5%
LNC
396
Lincoln National Corp
Pennsylvania
$8.03M +$104K +248 +1%
GFG
397
Greystone Financial Group
Michigan
$8.01M -$853K -2,042 -9%
WHG
398
Westwood Holdings Group
Texas
$7.98M -$2.49M -5,974 -22%
PGFC
399
Peapack-Gladstone Financial Corp
New Jersey
$7.96M +$2.28M +5,454 +36%
1IA
400
1834 Investment Advisors
Wisconsin
$7.94M +$7.9M +18,919 +1,161%

LMT Hedge Fund Activity: Q3 2022 in Review

2,130 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2022, worth a combined $76.1B — down 11% from $85.3B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of LMT and 108 opened new positions — a net loss of 18 holders — while 732 trimmed existing stakes and 969 added.

The largest buyer was Fidelity Investments, adding an estimated $323M. The largest seller was Capital World Investors, cutting an estimated $509M.

  • 2,130 institutional investors held Lockheed Martin (LMT) as of Q3 2022, down from 2,180 in Q2 2022.
  • Funds reported $76.1B of Lockheed Martin stock for Q3 2022, down 11% quarter-over-quarter.
  • 108 funds opened new Lockheed Martin positions in Q3 2022 and 126 closed out, a net change of -18 holders.
  • The largest Lockheed Martin buyer in Q3 2022 was Fidelity Investments, an estimated $323M added.
  • The largest Lockheed Martin seller in Q3 2022 was Capital World Investors, an estimated $509M sold.

Based on aggregated 13F filings for Q3 2022.