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Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
51
JP Morgan Chase
New York
$161M -$8.98M -22,155 -6%
Adage Capital Partners
52
Adage Capital Partners
Massachusetts
$160M +$31.3M +77,215 +27%
YAM
53
Yacktman Asset Management
Texas
$158M -$414K -1,022 -0.3%
RJA
54
Raymond James & Associates
Florida
$158M -$43.7M -107,870 -23%
SI
55
Scharf Investments
California
$157M +$16.7M +41,315 +13%
Millennium Management
56
Millennium Management
New York
$155M -$19.6M -48,473 -12%
LPL Financial
57
LPL Financial
California
$153M -$9.68M -23,879 -6%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$153M -$5.07M -12,505 -3%
HMP
59
HS Management Partners
New York
$152M +$140M +344,838 New
Russell Investments Group
60
Russell Investments Group
United Kingdom
$151M +$43.4M +107,044 +45%
Marshall Wace
61
Marshall Wace
United Kingdom
$150M +$133M +327,561 +2,524%
National Pension Service
62
National Pension Service
South Korea
$146M +$1.08M +2,661 +0.8%
CIM
63
Confluence Investment Management
Missouri
$144M +$3.54M +8,732 +3%
AllianceBernstein
64
AllianceBernstein
Tennessee
$141M -$5.67M -13,998 -4%
Principal Financial Group
65
Principal Financial Group
Iowa
$141M -$4.18M -10,299 -3%
Citigroup
66
Citigroup
New York
$141M -$9.43M -23,251 -7%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
67
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$136M +$101M +250,058 +429%
VanEck Associates
68
VanEck Associates
New York
$136M -$99.8M -246,088 -44%
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$131M +$3.06M +7,537 +3%
FI
70
Focused Investors
California
$127M +$4.58M +11,300 +4%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$125M -$1.76M -4,352 -2%
HighTower Advisors
72
HighTower Advisors
Illinois
$122M +$19.4M +47,841 +21%
Prudential Financial
73
Prudential Financial
New Jersey
$122M -$95.9M -236,455 -46%
Barclays
74
Barclays
United Kingdom
$117M -$174M -429,773 -62%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$116M +$10M +24,661 +10%

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.