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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
TI
651
Tidal Investments
Wisconsin
$4.19M +$1.37M +2,943 +52%
SLG
652
Stanley-Laman Group
Pennsylvania
$4.18M -$62.3K -134 -2%
BL
653
Balentine LLC
Georgia
$4.18M +$139K +300 +4%
EFIC
654
Eliot Finkel Investment Counsel
California
$4.16M -$13.9K -30 -0.3%
FAP
655
Financial Advisory Partners
Florida
$4.16M -$273K -587 -6%
KFC
656
Klingenstein Fields & Co
New York
$4.15M -$46.5K -100 -1%
BOC
657
Barbara Oil Co
Illinois
$4.14M
APP
658
Avantax Planning Partners
Iowa
$4.13M -$80.9K -174 -2%
KRSITF
659
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$4.11M
SHFP
660
Second Half Financial Partners
Florida
$4.1M +$674K +1,451 +20%
GI
661
GS Investments
Minnesota
$4.09M
Verition Fund Management
662
Verition Fund Management
Connecticut
$4.09M +$3.22M +6,931 +467%
Capstone Investment Advisors
663
Capstone Investment Advisors
New York
$4.09M +$3.91M +8,414 New
BCM
664
Brasada Capital Management
Texas
$4.07M +$1.52M +3,274 +64%
BBI
665
Baxter Bros Inc
Connecticut
$4.06M -$82.2K -177 -2%
IWA
666
Icon Wealth Advisors
Texas
$4.04M -$2.79K -6 -0.1%
SFA
667
Sequoia Financial Advisors
Ohio
$4.04M +$2.03M +4,375 +112%
CT
668
Coastline Trust
Rhode Island
$4.01M +$1.96M +4,216 +105%
CA
669
CoreCap Advisors
Michigan
$4M +$812K +1,748 +27%
GT
670
Greenleaf Trust
Michigan
$4M +$199K +429 +6%
WAP
671
Wealthcare Advisory Partners
Pennsylvania
$3.99M +$188K +404 +5%
VAS
672
Vestmark Advisory Solutions
Massachusetts
$3.99M +$42.3K +91 +1%
MHS
673
M Holdings Securities
Oregon
$3.95M +$10.7K +23 +0.3%
ECG
674
Edge Capital Group
Georgia
$3.94M +$315K +677 +9%
GAG
675
Goodman Advisory Group
Massachusetts
$3.94M +$759K +1,634 +25%

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.