We are live on ! Find out more
LMT icon

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
IUHSA
601
Itau Unibanco Holding S.A.
Brazil
$4.92M +$4.69M +10,100 New
RWM
602
RBA Wealth Management
California
$4.9M +$465 +1 +0%
FCH
603
Freestone Capital Holdings
Washington
$4.88M -$1.33M -2,864 -22%
MWM
604
Marietta Wealth Management
Georgia
$4.85M -$112K -240 -2%
4WM
605
44 Wealth Management
Oregon
$4.84M +$392K +844 +9%
PIA
606
Petredis Investment Advisors
Pennsylvania
$4.84M +$4.62M +9,947 New
ACM
607
Alpha Capital Management
Texas
$4.81M -$71.1K -153 -2%
MFG
608
Monte Financial Group
Connecticut
$4.8M -$36.7K -79 -0.8%
BBA
609
BLB&B Advisors
Pennsylvania
$4.79M +$746K +1,606 +19%
JHCP
610
Jackson Hole Capital Partners
Oklahoma
$4.78M -$226K -486 -5%
CIC
611
Chilton Investment Company
Connecticut
$4.76M +$567K +1,220 +14%
CFG
612
Citizens Financial Group
Rhode Island
$4.75M -$48.8K -105 -1%
BB
613
Busey Bank
Illinois
$4.75M -$126K -271 -3%
SIAP
614
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.74M -$335K -721 -7%
Wolverine Trading
615
Wolverine Trading
Illinois
$4.73M -$2.43M -5,231 -35%
RAM
616
Riggs Asset Management
Pennsylvania
$4.72M +$1.79M +3,862 +66%
NL
617
NWAM LLC
Washington
$4.71M +$169K +364 +4%
UAM
618
Unison Asset Management
Florida
$4.69M
BWM
619
BerganKDV Wealth Management
Minnesota
$4.68M +$263K +567 +6%
SAM
620
Shell Asset Management
Netherlands
$4.65M -$998K -2,148 -18%
CT
621
Chicago Trust
Illinois
$4.63M -$175K -376 -4%
TNB
622
Thomasville National Bank
Georgia
$4.61M -$38.1K -82 -0.9%
KC
623
Kingfisher Capital
North Carolina
$4.6M +$3.65M +7,862 +491%
AP
624
Americana Partners
Texas
$4.6M -$608K -1,309 -12%
FNBOO
625
First National Bank of Omaha
Nebraska
$4.58M -$101K -217 -2%

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.