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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
SWM
626
Spire Wealth Management
Virginia
$4.57M -$4.31M -9,285 -50%
PWA
627
Primoris Wealth Advisors
Florida
$4.55M -$56.2K -121 -1%
EFI
628
EHP Funds Inc
Canada
$4.52M -$372K -800 -8%
AF
629
Advisornet Financial
Minnesota
$4.52M -$173K -373 -4%
NB
630
NBT Bank
New York
$4.46M -$271K -584 -6%
MAM
631
Meeder Asset Management
Ohio
$4.45M -$11.4M -24,514 -73%
MWM
632
Modera Wealth Management
New Jersey
$4.45M +$465 +1 +0%
SWP
633
Stratos Wealth Partners
Ohio
$4.44M -$153K -329 -3%
WI
634
WBI Investments
New Jersey
$4.44M +$4.24M +9,118 New
XF
635
XML Financial
Maryland
$4.43M +$71.1K +153 +2%
SFA
636
Semmax Financial Advisors
North Carolina
$4.43M -$2.93M -6,308 -39%
MSAM
637
Moloney Securities Asset Management
Missouri
$4.41M +$807K +1,736 +24%
SIA
638
Sit Investment Associates
Minnesota
$4.4M -$27.9K -60 -0.7%
SBH
639
Segall Bryant & Hamill
Illinois
$4.38M -$67.4K -145 -2%
HI
640
Horizon Investments
North Carolina
$4.38M +$2.45M +5,275 +142%
UHC
641
Union Heritage Capital
Michigan
$4.38M
FA
642
Fiduciary Alliance
South Carolina
$4.37M +$4.17M +8,975 New
CAL
643
Capital Analysts LLC
Pennsylvania
$4.35M +$26.5K +57 +0.6%
EFS
644
Essex Financial Services
Connecticut
$4.34M +$881K +1,897 +27%
Acadian Asset Management
645
Acadian Asset Management
Massachusetts
$4.32M +$304K +654 +8%
DIA
646
Dean Investment Associates
Ohio
$4.3M +$796K +1,712 +24%
SL
647
Summitry LLC
California
$4.27M +$2.79K +6 +0.1%
HA
648
Hamel Associates
New Jersey
$4.25M -$34.9K -75 -0.9%
MA
649
Montag & Associates
Georgia
$4.24M
HWM
650
Hohimer Wealth Management
Washington
$4.23M -$27K -58 -0.7%

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.