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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
ACM
626
Alpha Capital Management
Texas
$4.12M +$146K +359 +4%
SHFP
627
Second Half Financial Partners
Florida
$4.1M +$4.5M +11,091 New
RCM
628
Regency Capital Management
Hawaii
$4.09M +$3.76M +9,278 New
BRWA
629
B. Riley Wealth Advisors
Florida
$4.09M -$2.78M -6,847 -43%
B
630
Brightworth
Georgia
$4.08M +$701K +1,729 +23%
SL
631
Summitry LLC
California
$4.08M -$163K -401 -4%
FAP
632
Financial Advisory Partners
Florida
$4.06M +$49.5K +122 +1%
RPSA
633
Richard P. Slaughter Associates
Texas
$4.05M -$54.7K -135 -1%
SIA
634
Sit Investment Associates
Minnesota
$4.04M
APP
635
Avantax Planning Partners
Iowa
$4.04M +$453K +1,117 +14%
MA
636
Montag & Associates
Georgia
$4M -$162K -400 -4%
UHC
637
Union Heritage Capital
Michigan
$3.97M -$202K -498 -5%
KFC
638
Klingenstein Fields & Co
New York
$3.97M -$115K -283 -3%
TNB
639
Thomasville National Bank
Georgia
$3.95M +$60K +148 +2%
TI
640
Trexquant Investment
Connecticut
$3.9M +$2.79M +6,881 +352%
EWA
641
Exencial Wealth Advisors
Oklahoma
$3.88M -$656K -1,618 -16%
VI
642
Vestcor Inc
New Brunswick, Canada
$3.85M +$253K +623 +8%
FCMT
643
Founders Capital Management (Texas)
Texas
$3.84M
UAM
644
Unison Asset Management
Florida
$3.84M
SBH
645
Segall Bryant & Hamill
Illinois
$3.83M +$818K +2,017 +30%
XF
646
XML Financial
Maryland
$3.82M +$69.3K +171 +2%
SFI
647
Susquehanna Fundamental Investments
Pennsylvania
$3.82M +$3.5M +8,646 New
EFIC
648
Eliot Finkel Investment Counsel
California
$3.81M +$158K +390 +5%
BRWM
649
B. Riley Wealth Management
Tennessee
$3.78M -$183K -451 -5%
AC
650
AMS Capital
Brazil
$3.76M +$3.45M +8,520 New

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.