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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
D.E. Shaw & Co
51
D.E. Shaw & Co
New York
$141M -$55.8M -133,533 -27%
National Pension Service
52
National Pension Service
South Korea
$141M +$1.1M +2,644 +0.7%
Barclays
53
Barclays
United Kingdom
$139M +$31.9M +76,437 +27%
SI
54
Scharf Investments
California
$138M +$3.56M +8,524 +2%
YAM
55
Yacktman Asset Management
Texas
$138M -$278K -665 -0.2%
HMP
56
HS Management Partners
New York
$133M -$41.6M -99,634 -22%
CIM
57
Confluence Investment Management
Missouri
$131M +$5.54M +13,269 +4%
JP Morgan Chase
58
JP Morgan Chase
New York
$123M -$2.62M -6,281 -2%
Principal Financial Group
59
Principal Financial Group
Iowa
$120M +$6.04M +14,461 +5%
T. Rowe Price Associates
60
T. Rowe Price Associates
Maryland
$120M +$20.5K +49 +0%
Jacobs Levy Equity Management
61
Jacobs Levy Equity Management
New Jersey
$117M -$10.4M -24,967 -8%
New York State Teachers Retirement System (NYSTRS)
62
New York State Teachers Retirement System (NYSTRS)
New York
$112M -$2.7M -6,465 -2%
Citigroup
63
Citigroup
New York
$110M -$9.16M -21,932 -7%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$105M +$76.7M +183,616 +205%
HighTower Advisors
65
HighTower Advisors
Illinois
$104M +$13.7M +32,744 +14%
Adage Capital Partners
66
Adage Capital Partners
Massachusetts
$102M +$6.63M +15,870 +6%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$101M +$498K +1,192 +0.5%
AQR Capital Management
68
AQR Capital Management
Connecticut
$97.3M +$3.32M +7,940 +3%
M&T Bank
69
M&T Bank
New York
$96.9M +$3.02M +7,239 +3%
RJFSA
70
Raymond James Financial Services Advisors
Florida
$96.6M +$1.16M +2,788 +1%
FI
71
Focused Investors
California
$94.2M -$1.92M -4,600 -2%
MIS
72
Morningstar Investment Services
Illinois
$91.9M -$484K -1,160 -0.6%
Korea Investment Corp
73
Korea Investment Corp
South Korea
$87.6M +$12.4M +29,644 +15%
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$87.4M +$20.3M +48,688 +27%
PAM
75
Panagora Asset Management
Massachusetts
$87.1M -$533K -1,276 -0.6%

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.