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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
LSV Asset Management
51
LSV Asset Management
Illinois
$192M -$19.4M -41,811 -10%
RJA
52
Raymond James & Associates
Florida
$181M -$1.14M -2,445 -0.7%
National Pension Service
53
National Pension Service
South Korea
$177M +$1.46M +3,141 +0.9%
Victory Capital Management
54
Victory Capital Management
Texas
$177M -$4.97M -10,702 -3%
Capital International Investors
55
Capital International Investors
California
$174M -$97.4M -209,587 -37%
CIM
56
Confluence Investment Management
Missouri
$165M -$1.01M -2,183 -0.6%
YAM
57
Yacktman Asset Management
Texas
$163M -$10.2M -22,041 -6%
Citigroup
58
Citigroup
New York
$161M +$21.8M +46,855 +16%
HighTower Advisors
59
HighTower Advisors
Illinois
$153M +$22M +47,409 +18%
Jacobs Levy Equity Management
60
Jacobs Levy Equity Management
New Jersey
$151M +$3.82M +8,218 +3%
T. Rowe Price Associates
61
T. Rowe Price Associates
Maryland
$149M -$1.25M -2,693 -0.9%
Principal Financial Group
62
Principal Financial Group
Iowa
$145M -$6.05M -13,010 -4%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$140M -$778K -1,675 -0.6%
SI
64
Scharf Investments
California
$139M -$33.9M -72,980 -20%
AQR Capital Management
65
AQR Capital Management
Connecticut
$132M +$9.24M +19,875 +8%
Truist Financial
66
Truist Financial
North Carolina
$129M +$26.3M +56,539 +27%
State Board of Administration of Florida Retirement System
67
State Board of Administration of Florida Retirement System
Florida
$124M -$2.28M -4,910 -2%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$121M -$391K -842 -0.3%
M&T Bank
69
M&T Bank
New York
$121M -$1.18M -2,534 -1%
Adage Capital Partners
70
Adage Capital Partners
Massachusetts
$120M -$7.38M -15,875 -6%
FI
71
Focused Investors
California
$118M -$325K -700 -0.3%
PAM
72
Panagora Asset Management
Massachusetts
$109M -$955K -2,056 -0.9%
Osaic Holdings
73
Osaic Holdings
Arizona
$108M +$3.41M +7,339 +3%
Ensign Peak Advisors
74
Ensign Peak Advisors
Utah
$107M +$9.07M +19,511 +10%
Commonwealth Equity Services
75
Commonwealth Equity Services
Massachusetts
$103M +$506K +1,089 +0.5%

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.