We are live on ! Find out more
LMT icon

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
BRWA
451
B. Riley Wealth Advisors
Florida
$7.74M -$45.5K -98 -0.6%
NCM
452
Narwhal Capital Management
Georgia
$7.73M +$29.3K +63 +0.4%
SWM
453
Stockman Wealth Management
Montana
$7.72M -$408K -877 -5%
BP
454
Broadleaf Partners
Ohio
$7.69M -$116K -249 -2%
CWG
455
Cornerstone Wealth Group
North Carolina
$7.63M -$25.1K -54 -0.3%
WS
456
Wedbush Securities
California
$7.62M +$1.02M +2,193 +16%
AIA
457
Allied Investment Advisors
Montana
$7.59M +$16.3K +35 +0.2%
EIP
458
Easterly Investment Partners
Massachusetts
$7.55M -$9.96M -21,436 -58%
WAM
459
Weatherly Asset Management
California
$7.49M -$382K -823 -5%
VWA
460
Visionary Wealth Advisors
Illinois
$7.48M +$254K +546 +4%
MCM
461
Mattern Capital Management
Colorado
$7.47M -$425K -915 -6%
ACIM
462
Azimuth Capital Investment Management
Michigan
$7.46M +$156K +335 +2%
WLPWM
463
Walled Lake Planning & Wealth Management
Illinois
$7.41M -$36.2K -78 -0.5%
CAM
464
Campion Asset Management
Virginia
$7.38M
Simplex Trading
465
Simplex Trading
Illinois
$7.38M -$9.2M -19,794 -57%
LSERS
466
Louisiana State Employees Retirement System
Louisiana
$7.35M
SAM
467
Silvercrest Asset Management
New York
$7.32M +$29.3K +63 +0.4%
BCM
468
Brookstone Capital Management
Illinois
$7.3M -$1.99M -4,287 -22%
LK
469
Lumbard & Kellner
New Hampshire
$7.28M -$27.9K -60 -0.4%
NB
470
Norinchukin Bank
Japan
$7.27M -$1.85M -3,980 -21%
SCA
471
Snowden Capital Advisors
New York
$7.27M -$28.8K -62 -0.4%
NB
472
Northwest Bancshares
Pennsylvania
$7.23M -$319K -687 -4%
CNC
473
Canandaigua National Corp
New York
$7.15M +$32.1K +69 +0.5%
FNT
474
First National Trust
Pennsylvania
$7.15M +$403K +868 +6%
GVAG
475
Great Valley Advisor Group
Delaware
$7.14M -$79K -170 -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.