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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
American Century Companies
26
American Century Companies
Missouri
$303M +$50.1M +120,060 +18%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$289M -$5.99M -14,356 -2%
Manulife (Manufacturers Life Insurance)
28
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$280M +$3.79M +9,066 +1%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$273M +$1.1M +2,635 +0.4%
Two Sigma Advisers
30
Two Sigma Advisers
New York
$270M +$108M +259,700 +59%
N
31
Nuveen
North Carolina
$263M -$75.7M -181,269 -21%
BG
32
Bahl & Gaynor
Ohio
$261M +$24.6M +59,025 +10%
Deutsche Bank
33
Deutsche Bank
Germany
$255M +$83.7M +200,494 +44%
First Trust Advisors
34
First Trust Advisors
Illinois
$234M +$4.21M +10,073 +2%
UBS AM
35
UBS AM
Illinois
$231M +$17.2M +41,253 +7%
Neuberger Berman Group
36
Neuberger Berman Group
New York
$230M +$113M +270,780 +84%
Capital International Investors
37
Capital International Investors
California
$219M +$490K +1,174 +0.2%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$203M +$5.9M +14,130 +3%
Two Sigma Investments
39
Two Sigma Investments
New York
$187M -$16.3M -39,135 -7%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$183M +$18M +43,077 +10%
LSV Asset Management
41
LSV Asset Management
Illinois
$168M +$3.13M +7,498 +2%
CWP
42
Capital Wealth Planning
Florida
$167M +$72.7M +174,011 +68%
New York State Common Retirement Fund
43
New York State Common Retirement Fund
New York
$165M -$9.27M -22,197 -5%
LPL Financial
44
LPL Financial
California
$157M +$18.1M +43,261 +12%
California State Teachers Retirement System (CalSTRS)
45
California State Teachers Retirement System (CalSTRS)
California
$156M -$4.51M -10,792 -3%
AllianceBernstein
46
AllianceBernstein
Tennessee
$153M +$6.52M +15,618 +4%
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$153M +$4.76M +11,398 +3%
RJA
48
Raymond James & Associates
Florida
$145M +$4.11M +9,846 +3%
Victory Capital Management
49
Victory Capital Management
Texas
$145M -$1.87M -4,477 -1%
Prudential Financial
50
Prudential Financial
New Jersey
$141M -$25.1M -60,123 -14%

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.