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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
EH
401
Equitable Holdings
New York
$9.44M -$92K -198 -1%
CBTWT
402
Community Bank & Trust (Waco, Texas)
Texas
$9.44M -$44.6K -96 -0.5%
WHG
403
Westwood Holdings Group
Texas
$9.43M -$598K -1,287 -6%
BIA
404
Biondo Investment Advisors
Pennsylvania
$9.39M -$140K -302 -2%
Amundi
405
Amundi
France
$9.33M +$6.5K +14 +0.1%
JWM
406
Jackson Wealth Management
Florida
$9.25M -$1.14M -2,445 -11%
MC
407
Miramar Capital
Illinois
$9.17M -$28.3K -61 -0.3%
SMDAM
408
Sumitomo Mitsui DS Asset Management
Japan
$9.12M +$486K +1,045 +6%
ZCM
409
Ziegler Capital Management
Illinois
$9.06M -$82.7K -178 -0.9%
KRS
410
Kentucky Retirement Systems
Kentucky
$9.03M +$38.1K +82 +0.4%
FFIC
411
First Fiduciary Investment Counsel
Ohio
$8.99M -$233K -501 -3%
GI
412
Gradient Investments
Minnesota
$8.96M +$5.54M +11,918 +184%
KIC
413
Keating Investment Counselors
Florida
$8.94M +$339K +730 +4%
SSA
414
Schonfeld Strategic Advisors
New York
$8.92M -$3.76M -8,085 -31%
MSRPS
415
Maryland State Retirement & Pension System
Maryland
$8.91M +$8.51M +18,324 New
TCOK
416
Trust Company of Kansas
Kansas
$8.77M -$410K -883 -5%
FPGT
417
Financial Partners Group (Tennessee)
Tennessee
$8.75M +$8.36M +17,984 New
KWMG
418
King Wealth Management Group
Florida
$8.75M +$60.4K +130 +0.7%
PMIA
419
Patrick Mauro Investment Advisor
Illinois
$8.73M -$499K -1,073 -6%
DWM
420
Destination Wealth Management
California
$8.58M -$189K -407 -2%
LI
421
Lafayette Investments
Maryland
$8.51M -$2.32K -5 -0%
Fayez Sarofim & Co
422
Fayez Sarofim & Co
Texas
$8.48M -$18.1K -39 -0.2%
OA
423
Oak Associates
Ohio
$8.48M +$8.1M +17,430 New
MCM
424
Maple Capital Management
Vermont
$8.43M +$197K +424 +3%
CGH
425
Crossmark Global Holdings
Texas
$8.42M -$827K -1,779 -9%

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.