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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
VAS
676
Vestmark Advisory Solutions
Massachusetts
$3.13M +$270K +646 +9%
MMM
677
Mendel Money Management
Illinois
$3.13M +$860K +2,060 +34%
MHS
678
M Holdings Securities
Oregon
$3.13M -$58K -139 -2%
CM
679
Churchill Management
California
$3.12M -$199K -476 -6%
MIM
680
Meixler Investment Management
Arizona
$3.1M -$20K -48 -0.6%
MYAM
681
Meiji Yasuda Asset Management
Japan
$3.08M -$302K -723 -8%
CT
682
Caldwell Trust
Florida
$3.07M -$72.7K -174 -2%
VI
683
Vestcor Inc
New Brunswick, Canada
$3.07M -$2.03M -4,861 -38%
S
684
Surevest
California
$3.06M +$108K +258 +3%
WAP
685
Wealthcare Advisory Partners
Pennsylvania
$3.02M +$747K +1,789 +30%
PFS
686
Physicians Financial Services
North Carolina
$3.01M -$58K -139 -2%
GT
687
Greenleaf Trust
Michigan
$3.01M +$114K +272 +4%
PNC
688
Park National Corp
Ohio
$3M +$2.28M +5,461 +237%
OCM
689
Orleans Capital Management
Louisiana
$2.99M +$56.4K +135 +2%
H
690
HoyleCohen
California
$2.98M
WF
691
Welch & Forbes
Massachusetts
$2.97M +$29.6K +71 +0.9%
WWM
692
Western Wealth Management
Colorado
$2.95M +$537K +1,286 +21%
First Manhattan
693
First Manhattan
New York
$2.95M -$61K -146 -2%
TFA
694
Transamerica Financial Advisors
Florida
$2.94M +$1.44M +3,452 +83%
JCM
695
Jacobi Capital Management
Pennsylvania
$2.91M -$148K -355 -4%
BCM
696
BlueCrest Capital Management
Jersey
$2.9M +$3.13M +7,500 New
SW
697
SVB Wealth
Massachusetts
$2.9M +$777K +1,860 +33%
SFP
698
Shepherd Financial Partners
Massachusetts
$2.89M +$547K +1,309 +21%
VFA
699
Voya Financial Advisors
Connecticut
$2.89M +$438K +1,048 +16%
ACM
700
Altrius Capital Management
North Carolina
$2.88M -$1.88M -4,496 -38%

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.