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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
SNB
426
Security National Bank
Nebraska
$8.37M -$424K -913 -5%
Jones Financial Companies
427
Jones Financial Companies
Missouri
$8.35M +$304K +654 +4%
MIA
428
MainStreet Investment Advisors
Illinois
$8.34M -$720K -1,550 -8%
CA
429
Cullinan Associates
Kentucky
$8.33M +$2.48M +5,347 +45%
WAS
430
Wesleyan Assurance Society
United Kingdom
$8.27M
WIC
431
Woodmont Investment Counsel
Tennessee
$8.2M -$4.18K -9 -0.1%
PAS
432
Park Avenue Securities
New York
$8.19M +$387K +833 +5%
KWM
433
Kingsview Wealth Management
Oregon
$8.18M -$486K -1,046 -6%
FCMC
434
Founders Capital Management (Connecticut)
Connecticut
$8.15M -$69.7K -150 -0.9%
SCP
435
Silverleafe Capital Partners
Tennessee
$8.12M +$929 +2 +0%
LA
436
Lynch & Associates
Indiana
$8.07M -$3.25K -7 -0%
BFG
437
Berger Financial Group
Minnesota
$7.99M +$40.9K +88 +0.5%
BCWM
438
Bartlett & Co Wealth Management
Ohio
$7.99M -$102K -219 -1%
BC
439
Bartlett & Co
Ohio
$7.99M -$102K -219 -1%
HCM
440
Horrell Capital Management
Arkansas
$7.99M +$48.3K +104 +0.6%
BFEC
441
Benjamin F. Edwards & Company
Missouri
$7.98M -$455K -979 -6%
SC
442
Schulhoff & Co
Ohio
$7.93M -$105K -226 -1%
BCM
443
Birmingham Capital Management
Alabama
$7.92M -$116K -250 -2%
APSI
444
Asset Planning Services Inc
Louisiana
$7.84M -$124K -266 -2%
CIBC Private Wealth Group
445
CIBC Private Wealth Group
Georgia
$7.81M -$932K -2,005 -8%
NA
446
NewEdge Advisors
Louisiana
$7.8M +$1.1M +2,371 +6%
HSA
447
HBK Sorce Advisory
Pennsylvania
$7.79M +$4.51M +9,696 +154%
WAM
448
Werlinich Asset Management
Connecticut
$7.77M -$172K -370 -2%
TC
449
TownSquare Capital
Utah
$7.77M +$1.39M +2,998 +23%
BL
450
BCWM LLC
Kansas
$7.74M -$2.07M -4,460 -22%

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.