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Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
BRM
601
Boston Research & Management
Massachusetts
$4.47M -$45K -111 -1%
LWM
602
Lyell Wealth Management
California
$4.46M +$3.72M +9,176 +994%
HFS
603
Hantz Financial Services
Michigan
$4.44M +$246K +606 +6%
CA
604
Cullinan Associates
Kentucky
$4.43M -$6.84M -16,876 -63%
RPC
605
Rossmore Private Capital
Connecticut
$4.42M +$405 +1 +0%
NB
606
NBT Bank
New York
$4.39M -$26.4K -65 -0.6%
PWA
607
Primoris Wealth Advisors
Florida
$4.37M +$4.01M +9,886 New
BIM
608
Bridges Investment Management
Nebraska
$4.35M -$24.3K -60 -0.6%
JHCP
609
Jackson Hole Capital Partners
Oklahoma
$4.34M +$229K +566 +6%
RWM
610
RBA Wealth Management
California
$4.33M +$212K +522 +6%
CI Investments Inc
611
CI Investments Inc
Ontario, Canada
$4.31M -$1.21M -2,990 -23%
CFG
612
Citizens Financial Group
Rhode Island
$4.31M -$169K -417 -4%
MFG
613
Monte Financial Group
Connecticut
$4.3M +$3.95M +9,740 New
CAM
614
Close Asset Management
United Kingdom
$4.29M
AF
615
Advisornet Financial
Minnesota
$4.28M -$20.7K -51 -0.5%
BAM
616
Belpointe Asset Management
Nevada
$4.26M -$7.29M -17,972 -65%
CM
617
Churchill Management
California
$4.26M +$3.91M +9,649 New
RBA
618
Richard Bernstein Advisors
New York
$4.24M +$977K +2,409 +33%
CWG
619
Cornerstone Wealth Group
North Carolina
$4.22M +$581K +1,432 +18%
SWMG
620
Signature Wealth Management Group
Georgia
$4.21M +$240K +592 +7%
BPM
621
Bowling Portfolio Management
Ohio
$4.2M +$1.37M +3,376 +55%
SWP
622
Stratos Wealth Partners
Ohio
$4.16M -$106K -262 -3%
PCM
623
Parsons Capital Management
Rhode Island
$4.13M +$52.3K +129 +1%
BBI
624
Baxter Bros Inc
Connecticut
$4.13M -$677K -1,669 -15%
ETI
625
Enterprise Trust & Investment
California
$4.13M -$81.1K -200 -2%

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.