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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
AC
701
Asio Capital
Kentucky
$3.59M +$47.4K +102 +1%
HP
702
Hikari Power
Japan
$3.57M
JCM
703
Jacobi Capital Management
Pennsylvania
$3.57M -$95.3K -205 -3%
SW
704
SVB Wealth
Massachusetts
$3.56M -$78.5K -169 -2%
NMIMC
705
Northwestern Mutual Investment Management Company
Wisconsin
$3.56M -$677K -1,456 -17%
N
706
Natixis
France
$3.55M -$55.9M -120,347 -94%
PAM
707
Paradigm Asset Management
New York
$3.55M +$3.16M +6,800 +1,360%
HCMT
708
Highland Capital Management (Tennessee)
Tennessee
$3.54M +$242K +520 +8%
NIC
709
Northwest Investment Counselors
Oregon
$3.51M +$72K +155 +2%
FLI
710
Family Legacy Inc
South Carolina
$3.5M +$184K +395 +5%
BFC
711
Blue Fin Capital
Rhode Island
$3.5M -$60.4K -130 -2%
PWMAG
712
Pinnacle Wealth Management Advisory Group
New Jersey
$3.5M +$127K +273 +4%
SWA
713
Stratos Wealth Advisors
Ohio
$3.49M +$131K +282 +4%
SSWM
714
Smith Salley Wealth Management
North Carolina
$3.48M +$17.2K +37 +0.5%
MIG
715
McGuire Investment Group
Rhode Island
$3.48M +$66K +142 +2%
OIA
716
OneDigital Investment Advisors
Kansas
$3.47M +$254K +547 +8%
ACM
717
Altrius Capital Management
North Carolina
$3.46M -$158K -339 -5%
CWP
718
Cyndeo Wealth Partners
Florida
$3.45M +$3.3M +7,101 New
PGAM
719
Princeton Global Asset Management
New Jersey
$3.45M -$44.6K -96 -1%
IWC
720
Integrated Wealth Concepts
Massachusetts
$3.43M +$125K +268 +4%
JWCA
721
J.W. Cole Advisors
Florida
$3.43M +$230K +496 +8%
BMA
722
Brooks Moore & Associates
Tennessee
$3.42M -$4.65K -10 -0.1%
WIS
723
Wright Investors Service
Connecticut
$3.42M +$55.3K +119 +2%
KFBMI
724
Kentucky Farm Bureau Mutual Insurance
Kentucky
$3.41M
MOS
725
MGO One Seven
Ohio
$3.4M +$22.3K +48 +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.