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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
RIG
476
Roosevelt Investment Group
New York
$5.97M -$89.8K -215 -1%
WLPWM
477
Walled Lake Planning & Wealth Management
Illinois
$5.92M +$209K +500 +3%
Loomis, Sayles & Company
478
Loomis, Sayles & Company
Massachusetts
$5.91M -$17.4M -41,698 -73%
Balyasny Asset Management
479
Balyasny Asset Management
Illinois
$5.88M +$3.36M +8,037 +112%
CAM
480
Campion Asset Management
Virginia
$5.86M
LSERS
481
Louisiana State Employees Retirement System
Louisiana
$5.83M +$41.8K +100 +0.7%
Wolverine Trading
482
Wolverine Trading
Illinois
$5.83M -$5.87M -14,068 -48%
LK
483
Lumbard & Kellner
New Hampshire
$5.8M -$5.85K -14 -0.1%
SCA
484
Snowden Capital Advisors
New York
$5.79M -$223K -534 -3%
ACIM
485
Azimuth Capital Investment Management
Michigan
$5.79M -$200K -478 -3%
SAM
486
Silvercrest Asset Management
New York
$5.79M -$188K -450 -3%
LPT
487
Legacy Private Trust
Wisconsin
$5.74M +$6.21M +14,865 New
GVAG
488
Great Valley Advisor Group
Delaware
$5.73M -$2.5K -6 -0%
VWA
489
Visionary Wealth Advisors
Illinois
$5.73M +$198K +475 +3%
IP
490
Intellectus Partners
California
$5.69M +$163K +391 +3%
VFA
491
Valeo Financial Advisors
Indiana
$5.68M -$40.5K -97 -0.7%
CNC
492
Canandaigua National Corp
New York
$5.65M +$9.19K +22 +0.2%
NC
493
Nicholas Company
Wisconsin
$5.64M +$2.09K +5 +0%
SYBT
494
Stock Yards Bank & Trust
Kentucky
$5.64M +$241K +576 +4%
FTC
495
Farmers Trust Company
Ohio
$5.63M -$28K -67 -0.5%
GP
496
Girard Partners
Pennsylvania
$5.62M -$394K -943 -6%
AF
497
Alerus Financial
North Dakota
$5.6M +$95.2K +228 +2%
NIM
498
Northeast Investment Management
Massachusetts
$5.55M +$52.2K +125 +0.9%
SCA
499
Stokes Capital Advisors
South Carolina
$5.55M +$24.2K +58 +0.4%
RWM
500
Ritholtz Wealth Management
New York
$5.55M +$4.7M +11,255 +363%

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.