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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
CIM
526
Contravisory Investment Management
Massachusetts
$6.11M +$158K +341 +3%
RWP
527
RWA Wealth Partners
Massachusetts
$6.11M -$17.7K -38 -0.3%
DAC
528
Dividend Assets Capital
South Carolina
$6.11M -$29.7K -64 -0.5%
SB
529
Simmons Bank
Arkansas
$6.05M +$178K +382 +3%
GIA
530
Guyasuta Investment Advisors
Pennsylvania
$6.05M +$30.7K +66 +0.5%
M
531
MOTCO
Texas
$6.01M -$283K -608 -5%
UB
532
UMB Bank
Missouri
$6.01M -$2.19M -4,721 -28%
Luther King Capital Management (LKCM)
533
Luther King Capital Management (LKCM)
Texas
$6M +$278K +598 +5%
CC
534
Courier Capital
New York
$5.99M -$929 -2 -0%
Loomis, Sayles & Company
535
Loomis, Sayles & Company
Massachusetts
$5.99M -$1.38M -2,977 -19%
BAM
536
Belpointe Asset Management
Nevada
$5.99M +$1.37M +2,944 +31%
CICI
537
Capital Investment Counsel Inc
North Carolina
$5.95M +$444K +955 +8%
FMC
538
First Merchants Corp
Indiana
$5.95M +$917K +1,974 +19%
MIH
539
Meitav Investment House
Israel
$5.94M -$284K -611 -5%
LBC
540
Lowe Brockenbrough & Co
Virginia
$5.94M +$10.2K +22 +0.2%
LCM
541
Logan Capital Management
Pennsylvania
$5.93M +$4.64M +9,992 +454%
PGFC
542
Peapack-Gladstone Financial Corp
New Jersey
$5.93M -$3.91M -8,413 -41%
SAM
543
Smithbridge Asset Management
Pennsylvania
$5.92M +$18.1K +39 +0.3%
RRAM
544
River Road Asset Management
Kentucky
$5.92M -$4.05M -8,709 -42%
MA
545
Mutual Advisors
Nebraska
$5.9M +$277K +597 +5%
GP
546
Geneva Partners
Wisconsin
$5.87M -$70.6K -152 -1%
PSP
547
Principal Street Partners
Tennessee
$5.84M +$14.9K +32 +0.3%
OHIS
548
Oak Harvest Investment Services
Texas
$5.79M -$1.14M -2,444 -17%
CII
549
Capital International Inc
California
$5.79M +$451K +971 +9%
CCM
550
Canal Capital Management
Virginia
$5.78M +$149K +321 +3%

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.