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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
FPCM
551
Financial Partners Capital Management
New York
$5.77M +$197K +423 +4%
ECM
552
EagleClaw Capital Management
Massachusetts
$5.75M +$11.6K +25 +0.2%
BIG
553
Builder Investment Group
Georgia
$5.72M +$5.47M +11,766 New
V
554
Veritable
Delaware
$5.64M -$303K -653 -5%
CWM
555
Chronos Wealth Management
Florida
$5.6M -$21.8K -47 -0.4%
API
556
Advisor Partners II
California
$5.57M -$23.7K -51 -0.4%
HFS
557
Hantz Financial Services
Michigan
$5.55M +$327K +704 +7%
RIL
558
Rothschild Investment LLC
Illinois
$5.53M -$66.4K -143 -1%
PFA
559
Pathway Financial Advisers
Indiana
$5.46M +$5.22M +11,229 New
OTPPB
560
Ontario Teachers' Pension Plan Board
Ontario, Canada
$5.44M +$263K +567 +5%
ECML
561
Eagle Capital Management (Louisiana)
Louisiana
$5.44M -$72K -155 -1%
IFAM
562
Institutional & Family Asset Management
Colorado
$5.42M -$784K -1,687 -13%
NMERB
563
New Mexico Educational Retirement Board
New Mexico
$5.4M -$465K -1,000 -8%
PAG
564
Private Advisor Group
New Jersey
$5.35M -$1.2M -2,584 -6%
CCM
565
Coldstream Capital Management
Washington
$5.32M +$5.08M +10,928 New
BFA
566
Benedict Financial Advisors
Georgia
$5.31M +$30.7K +66 +0.6%
RBA
567
Richard Bernstein Advisors
New York
$5.27M
USCWA
568
U.S. Capital Wealth Advisors
Texas
$5.26M -$3.5M -7,540 -41%
LPT
569
Legacy Private Trust
Wisconsin
$5.25M -$1.89M -4,070 -27%
BCI
570
Brinker Capital Investments
Pennsylvania
$5.2M -$519K -1,116 -9%
PCM
571
Parsons Capital Management
Rhode Island
$5.2M +$273K +587 +6%
SIA
572
Soltis Investment Advisors
Utah
$5.18M +$606K +1,304 +14%
GLA
573
Great Lakes Advisors
Illinois
$5.18M +$5.22M +11,230 +12%
AF
574
Allworth Financial
California
$5.18M -$192K -413 -4%
AHB
575
Abner Herrman & Brock
New Jersey
$5.16M -$4.18K -9 -0.1%

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.