We are live on ! Find out more
LMT icon

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
TC
526
TownSquare Capital
Utah
$5.01M +$230K +551 +4%
M
527
MOTCO
Texas
$5.01M +$5.09M +12,189 +1,567%
FCH
528
Freestone Capital Holdings
Washington
$4.98M -$1.41M -3,384 -21%
FA
529
FDx Advisors
Illinois
$4.98M -$208K -499 -4%
IFAM
530
Institutional & Family Asset Management
Colorado
$4.96M +$50.1K +120 +0.9%
BCM
531
Bancreek Capital Management
California
$4.91M +$16.7K +40 +0.3%
HEIP
532
Hudson Edge Investment Partners
New Jersey
$4.89M +$1.01M +2,422 +24%
DAC
533
Dividend Assets Capital
South Carolina
$4.87M +$345K +827 +7%
CTA
534
Colonial Trust Advisors
South Carolina
$4.87M +$185K +442 +4%
SGI
535
Summit Global Investments
Utah
$4.86M +$1.21M +2,895 +30%
PWM
536
Perigon Wealth Management
California
$4.83M -$211K -505 -4%
MCP
537
Martin Capital Partners
Oregon
$4.82M +$204K +488 +4%
VF
538
Virtu Financial
New York
$4.79M +$5.18M +12,403 New
GIA
539
Guyasuta Investment Advisors
Pennsylvania
$4.78M +$835 +2 +0%
CC
540
Courier Capital
New York
$4.76M -$51.4K -123 -1%
SAM
541
Sompo Asset Management
Japan
$4.76M -$1.73M -4,150 -25%
V
542
Veritable
Delaware
$4.73M -$189K -452 -4%
CIM
543
Contravisory Investment Management
Massachusetts
$4.72M +$5.11M +12,226 New
AG
544
Ascent Group
Virginia
$4.72M +$485K +1,162 +14%
GP
545
Geneva Partners
Wisconsin
$4.72M -$317K -760 -6%
VVP
546
Venture Visionary Partners
Ohio
$4.71M +$303K +726 +6%
LBC
547
Lowe Brockenbrough & Co
Virginia
$4.71M -$424K -1,016 -8%
BCM
548
Barometer Capital Management
Ontario, Canada
$4.7M -$522K -1,250 -9%
ECM
549
Evergreen Capital Management
Washington
$4.7M +$84.3K +202 +2%
SAM
550
Smithbridge Asset Management
Pennsylvania
$4.69M +$258K +619 +5%

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.