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Lockheed Martin

2,130 hedge funds and large institutions have $76.1B invested in Lockheed Martin in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 969 increasing their positions, 732 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $1.77B

32% more repeat investments, than reductions

Existing positions increased: 969 | Existing positions reduced: 732

0.41% less ownership

Funds ownership: 74.92%74.51% (-0.41%)

2% less funds holding

Funds holding: 2,1802,130 (-50)

11% less capital invested

Capital invested by funds: $85.3B → $76.1B (-$9.2B)

14% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 126

25% less funds holding in top 10

Funds holding in top 10: 8060 (-20)

Holders
2,130
Holders Change
-50
Holders Change %
-2.29%
% of All Funds
36.69%
Holding in Top 10
60
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-25%
% of All Funds
1.03%
New
108
Increased
969
Reduced
732
Closed
126
Calls
$2.45B
Puts
$1.77B
Net Calls
+$685M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
UAM
626
Unison Asset Management
Florida
$3.72M +$395K +946 +11%
FNBOO
627
First National Bank of Omaha
Nebraska
$3.72M -$142K -339 -3%
PWA
628
Primoris Wealth Advisors
Florida
$3.7M -$93.1K -223 -2%
TNB
629
Thomasville National Bank
Georgia
$3.69M +$6.68K +16 +0.2%
IA
630
IFP Advisors
Florida
$3.67M +$293K +701 +5%
BA
631
Bridgewater Associates
Connecticut
$3.65M -$27.9M -66,933 -88%
SWP
632
Stratos Wealth Partners
Ohio
$3.65M +$12.5K +30 +0.3%
BAM
633
Belpointe Asset Management
Nevada
$3.62M +$578K +1,385 +17%
SIA
634
Soltis Investment Advisors
Utah
$3.61M +$637K +1,526 +20%
NL
635
NWAM LLC
Washington
$3.6M -$50.9K -122 -1%
SBH
636
Segall Bryant & Hamill
Illinois
$3.53M +$72.2K +173 +2%
MWM
637
Modera Wealth Management
New Jersey
$3.53M +$16.7K +40 +0.4%
FAP
638
Financial Advisory Partners
Florida
$3.53M +$12.1K +29 +0.3%
4WM
639
44 Wealth Management
Oregon
$3.52M +$314K +752 +9%
SIA
640
Sit Investment Associates
Minnesota
$3.51M -$25.1K -60 -0.7%
BWM
641
BerganKDV Wealth Management
Minnesota
$3.49M +$162K +388 +4%
H6H
642
Hightower 6M Holding
Kansas
$3.48M -$755K -1,809 -17%
HLCM
643
Hickory Lane Capital Management
New York
$3.48M -$626K -1,500 -14%
UHC
644
Union Heritage Capital
Michigan
$3.48M
XF
645
XML Financial
Maryland
$3.46M +$2.65M +6,351 +243%
CAL
646
Capital Analysts LLC
Pennsylvania
$3.43M +$101K +241 +3%
SWMG
647
Signature Wealth Management Group
Georgia
$3.42M -$136K -326 -4%
RA
648
RFG Advisory
Alabama
$3.42M +$58.9K +141 +2%
HA
649
Hamel Associates
New Jersey
$3.41M +$238K +570 +7%
OQS
650
Occudo Quantitative Strategies
Florida
$3.4M +$2.51M +6,011 +216%

LMT Hedge Fund Activity: Q3 2022 in Review

2,130 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2022, worth a combined $76.1B — down 11% from $85.3B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of LMT and 108 opened new positions — a net loss of 18 holders — while 732 trimmed existing stakes and 969 added.

The largest buyer was Fidelity Investments, adding an estimated $323M. The largest seller was Capital World Investors, cutting an estimated $509M.

  • 2,130 institutional investors held Lockheed Martin (LMT) as of Q3 2022, down from 2,180 in Q2 2022.
  • Funds reported $76.1B of Lockheed Martin stock for Q3 2022, down 11% quarter-over-quarter.
  • 108 funds opened new Lockheed Martin positions in Q3 2022 and 126 closed out, a net change of -18 holders.
  • The largest Lockheed Martin buyer in Q3 2022 was Fidelity Investments, an estimated $323M added.
  • The largest Lockheed Martin seller in Q3 2022 was Capital World Investors, an estimated $509M sold.

Based on aggregated 13F filings for Q3 2022.