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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
CAM
576
Cypress Asset Management
Texas
$5.16M -$52.5K -113 -1%
IMRF
577
Illinois Municipal Retirement Fund
Illinois
$5.13M +$860K +1,851 +21%
ACP
578
Aviance Capital Partners
Florida
$5.13M -$58.5K -126 -1%
QCM
579
Quantinno Capital Management
New York
$5.1M +$2.65M +5,694 +119%
CCT
580
Chemung Canal Trust
New York
$5.08M +$17.7K +38 +0.4%
HWM
581
HB Wealth Management
Georgia
$5.07M +$74.3K +160 +2%
LBWM
582
Left Brain Wealth Management
Illinois
$5.04M +$4.81M +10,361 New
DFG
583
Demars Financial Group
Washington
$5.04M -$401K -864 -8%
BCFS
584
Butensky & Cohen Financial Security
Florida
$5.02M -$109K -234 -2%
BIM
585
Bridges Investment Management
Nebraska
$5.01M +$211K +455 +5%
HPC
586
HM Payson & Co
Maine
$5.01M -$66.4K -143 -1%
GAM
587
Griffin Asset Management
New York
$5.01M -$130K -279 -3%
VWM
588
Valley Wealth Managers
New Jersey
$4.99M -$108K -233 -2%
TPCW
589
TD Private Client Wealth
New York
$4.98M +$113K +243 +2%
CRI
590
Commonwealth Retirement Investments
Virginia
$4.98M +$4.75M +10,233 New
OPTFSNA
591
Old Point Trust & Financial Services N A
Virginia
$4.96M -$4.65K -10 -0.1%
BOCM
592
Bontempo Ohly Capital Management
Maryland
$4.96M -$86.4K -186 -2%
BRM
593
Boston Research & Management
Massachusetts
$4.96M -$9.29K -20 -0.2%
FCMT
594
Founders Capital Management (Texas)
Texas
$4.95M
HEIP
595
Hudson Edge Investment Partners
New Jersey
$4.94M -$1.16M -2,491 -20%
SEEDPG
596
S.E.E.D. Planning Group
New York
$4.94M -$64.6K -139 -1%
WB
597
WesBanco Bank
West Virginia
$4.94M +$843K +1,814 +22%
TF
598
TIAA FSB
Florida
$4.93M -$276K -594 -6%
RPC
599
Rossmore Private Capital
Connecticut
$4.93M
AG
600
Ascent Group
Virginia
$4.93M +$201K +433 +4%

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.