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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
ECG
701
Edge Capital Group
Georgia
$2.87M +$78.1K +187 +3%
SHFP
702
Second Half Financial Partners
Florida
$2.86M -$1.54M -3,684 -33%
TCOT
703
Trust Company of Toledo
Ohio
$2.84M +$18.4K +44 +0.6%
HP
704
Hikari Power
Japan
$2.83M
MSAM
705
Moloney Securities Asset Management
Missouri
$2.83M -$43K -103 -1%
FLI
706
Family Legacy Inc
South Carolina
$2.83M +$7.52K +18 +0.2%
BFC
707
Blue Fin Capital
Rhode Island
$2.83M +$13.8K +33 +0.5%
FNBOMD
708
First National Bank of Mount Dora
Florida
$2.82M +$676K +1,619 +29%
AC
709
Asio Capital
Kentucky
$2.81M +$268K +643 +10%
RF
710
Robbins Farley
New Hampshire
$2.8M -$54.7K -131 -2%
CI Investments Inc
711
CI Investments Inc
Ontario, Canada
$2.78M +$82.7K +198 +3%
PGAM
712
Princeton Global Asset Management
New Jersey
$2.78M -$28.4K -68 -0.9%
DIA
713
Dean Investment Associates
Ohio
$2.75M +$67.2K +161 +2%
SSWM
714
Smith Salley Wealth Management
North Carolina
$2.75M +$39.3K +94 +1%
FM
715
Foster & Motley
Ohio
$2.75M +$143K +342 +5%
BAM
716
Blueshift Asset Management
New Jersey
$2.75M +$2.97M +7,119 New
WA1
717
Wimmer Associates 1
California
$2.75M +$73.1K +175 +3%
BA
718
Bennicas & Associates
California
$2.74M -$20.9K -50 -0.7%
1WA
719
180 Wealth Advisors
Washington
$2.74M +$148K +355 +5%
Axa
720
Axa
France
$2.74M -$26.3K -63 -0.9%
NIC
721
Northwest Investment Counselors
Oregon
$2.73M -$35.1K -84 -1%
BMA
722
Brooks Moore & Associates
Tennessee
$2.72M -$41.8K -100 -1%
EFS
723
Essex Financial Services
Connecticut
$2.71M +$309K +739 +12%
MIG
724
McGuire Investment Group
Rhode Island
$2.71M +$98.5K +236 +3%
KFBMI
725
Kentucky Farm Bureau Mutual Insurance
Kentucky
$2.7M

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.