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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
WJWM
551
Williams Jones Wealth Management
New York
$4.68M -$437K -1,047 -8%
NMERB
552
New Mexico Educational Retirement Board
New Mexico
$4.67M -$543K -1,300 -10%
SB
553
Simmons Bank
Arkansas
$4.66M +$88.9K +213 +2%
KNW
554
Kesler Norman & Wride
Utah
$4.65M +$448K +1,074 +10%
PSP
555
Principal Street Partners
Tennessee
$4.62M -$387K -928 -7%
LS
556
Leelyn Smith
Illinois
$4.59M -$5.99M -14,353 -55%
TIM
557
Thornburg Investment Management
New Mexico
$4.58M
BCI
558
Brinker Capital Investments
Pennsylvania
$4.56M -$139K -334 -3%
ECM
559
EagleClaw Capital Management
Massachusetts
$4.56M +$31.3K +75 +0.6%
LWM
560
Lyell Wealth Management
California
$4.55M +$233K +559 +5%
CA
561
Cullinan Associates
Kentucky
$4.55M +$429K +1,028 +10%
EWA
562
EP Wealth Advisors
California
$4.54M +$2.78M +6,665 +131%
Luther King Capital Management (LKCM)
563
Luther King Capital Management (LKCM)
Texas
$4.53M -$693K -1,659 -12%
SAM
564
Shell Asset Management
Netherlands
$4.52M -$1.35M -3,238 -22%
CWM
565
Chronos Wealth Management
Florida
$4.46M -$66.8K -160 -1%
CCM
566
Canal Capital Management
Virginia
$4.46M +$346K +829 +8%
MA
567
Mutual Advisors
Nebraska
$4.46M +$542K +1,297 +13%
API
568
Advisor Partners II
California
$4.45M +$4.81M +11,509 New
RIL
569
Rothschild Investment LLC
Illinois
$4.45M -$352K -843 -7%
BWS
570
Buck Wealth Strategies
Colorado
$4.44M +$4.53M +10,844 New
BCM
571
BTR Capital Management
California
$4.43M -$192K -460 -4%
FPCM
572
Financial Partners Capital Management
New York
$4.42M +$157K +377 +3%
ECML
573
Eagle Capital Management (Louisiana)
Louisiana
$4.38M +$30.5K +73 +0.6%
CICI
574
Capital Investment Counsel Inc
North Carolina
$4.36M -$221K -530 -4%
WI
575
Wintrust Investments
Illinois
$4.35M -$863K -2,066 -15%

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.