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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$417M +$24.8M +61,272 +7%
N
27
Nuveen
North Carolina
$392M -$191M -470,985 -35%
PPA
28
Parametric Portfolio Associates
Washington
$377M +$31.7M +78,172 +10%
MMA
29
Mizuho Markets Americas
New York
$364M +$334M +824,626 New
Capital International Investors
30
Capital International Investors
California
$342M -$271M -668,420 -46%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$328M -$12.6M -31,171 -4%
Manulife (Manufacturers Life Insurance)
32
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$321M -$122M -300,732 -29%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$313M +$92.1M +227,088 +47%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$255M -$1.7M -4,205 -0.7%
UBS AM
35
UBS AM
Illinois
$249M +$3.49M +8,606 +2%
BG
36
Bahl & Gaynor
Ohio
$235M -$35.9M -88,548 -14%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$229M -$71.9M -177,362 -26%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$219M +$3.19M +7,878 +2%
Deutsche Bank
39
Deutsche Bank
Germany
$215M -$14.3M -35,295 -7%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$207M -$9.66M -23,841 -5%
LSV Asset Management
41
LSV Asset Management
Illinois
$194M +$2.12M +5,223 +1%
American Century Companies
42
American Century Companies
Missouri
$186M +$115M +282,874 +204%
California State Teachers Retirement System (CalSTRS)
43
California State Teachers Retirement System (CalSTRS)
California
$186M -$11.4M -28,226 -6%
Jacobs Levy Equity Management
44
Jacobs Levy Equity Management
New Jersey
$182M -$235K -580 -0.1%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$177M -$12M -29,715 -7%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$168M -$2.68M -6,616 -2%
Victory Capital Management
47
Victory Capital Management
Texas
$166M -$18.4M -45,434 -11%
Holocene Advisors
48
Holocene Advisors
New York
$164M +$151M +372,258 New
Renaissance Technologies
49
Renaissance Technologies
New York
$163M +$128M +315,700 +587%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$162M -$177M -435,859 -54%

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.