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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
EC
751
EdgeRock Capital
Colorado
$3.13M +$2.63M +5,657 +718%
PFS
752
Prospera Financial Services
Texas
$3.13M -$3.04M -6,545 -50%
CBB
753
Citizens Business Bank
California
$3.13M +$34.9K +75 +1%
Allianz Asset Management
754
Allianz Asset Management
Germany
$3.12M -$1.07M -2,295 -26%
MSA
755
Marino Stram & Associates
Massachusetts
$3.11M +$18.6K +40 +0.6%
EF
756
Empirical Finance
Pennsylvania
$3.1M +$205K +442 +7%
LNWWM
757
Laird Norton Wetherby Wealth Management
California
$3.1M +$257K +553 +10%
1WA
758
180 Wealth Advisors
Washington
$3.09M -$176K -378 -5%
PCA
759
Personal Capital Advisors
California
$3.08M -$160K -344 -5%
DAS
760
Dynamic Advisor Solutions
Arizona
$3.07M +$68.3K +147 +2%
CCP
761
Cunning Capital Partners
North Carolina
$3.06M -$244K -525 -8%
ECM
762
Exchange Capital Management
Michigan
$3.06M +$116K +250 +4%
MCWS
763
McKinley Carter Wealth Services
West Virginia
$3.05M +$308K +662 +12%
AAM
764
Aureus Asset Management
Massachusetts
$3.04M +$24.6K +53 +0.9%
VC
765
Veracity Capital
Georgia
$3.04M +$158K +339 +6%
AIC
766
Archer Investment Corporation
Indiana
$3.03M +$929 +2 +0%
RA
767
RFG Advisory
Alabama
$3.02M -$159K -342 -5%
CK
768
Cohen Klingenstein
New York
$3.02M
CG
769
Colony Group
Massachusetts
$3.01M +$216K +465 +8%
AAM
770
Ascension Asset Management
New York
$3.01M -$9.29K -20 -0.3%
CAAS
771
Capital Asset Advisory Services
Michigan
$3.01M +$1.8M +3,882 +172%
TAM
772
Tealwood Asset Management
Minnesota
$3M -$131K -282 -4%
AWE
773
Avidian Wealth Enterprises
Texas
$2.99M +$235K +506 +9%
VFA
774
Voya Financial Advisors
Connecticut
$2.98M -$596K -1,283 -17%
NFG
775
Nations Financial Group
Iowa
$2.95M +$1.65M +3,550 +141%

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.