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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
LNWWM
801
Laird Norton Wetherby Wealth Management
California
$2.25M +$94K +225 +4%
BWM
802
BNC Wealth Management
Oregon
$2.25M -$23.4K -56 -1%
CIAS
803
Capital Investment Advisory Services
North Carolina
$2.24M -$20.9K -50 -0.9%
VHAM
804
Van Hulzen Asset Management
California
$2.23M +$1.9M +4,549 +369%
ACM
805
Aljian Capital Management
Nevada
$2.22M +$193K +462 +9%
CG
806
Colony Group
Massachusetts
$2.21M +$69.7K +167 +3%
OGC
807
Oak Grove Capital
New Hampshire
$2.21M -$345K -827 -13%
VFM
808
Viking Fund Management
North Dakota
$2.2M
XSC
809
X-Square Capital
Puerto Rico
$2.2M +$13.4K +32 +0.6%
TI
810
Tidal Investments
Wisconsin
$2.19M -$703K -1,684 -23%
CFGS
811
Concourse Financial Group Securities
Alabama
$2.19M +$103K +247 +5%
AWE
812
Avidian Wealth Enterprises
Texas
$2.18M +$19.6K +47 +0.8%
IWM
813
IHT Wealth Management
Illinois
$2.17M +$668K +1,600 +40%
MCWS
814
McKinley Carter Wealth Services
West Virginia
$2.17M -$139K -333 -6%
BBHC
815
Brown Brothers Harriman & Co
New York
$2.16M +$199K +477 +9%
CAG
816
Csenge Advisory Group
Florida
$2.15M +$32.2K +77 +1%
KIC
817
Kensington Investment Counsel
California
$2.15M +$116K +278 +5%
CCM
818
Cinctive Capital Management
New York
$2.13M -$1.29M -3,079 -36%
SG
819
Stonnington Group
California
$2.13M -$495K -1,185 -20%
WAS
820
WESPAC Advisors SoCal
California
$2.13M +$548K +1,313 +43%
RPWA
821
Regent Peak Wealth Advisors
Georgia
$2.12M +$5.01K +12 +0.2%
TFS
822
Thoroughbred Financial Services
Tennessee
$2.11M +$189K +452 +9%
GSB
823
Greenfield Savings Bank
Massachusetts
$2.11M -$43.4K -104 -2%
SFG
824
SevenBridge Financial Group
Pennsylvania
$2.1M +$3.76K +9 +0.2%
TWP
825
Tempus Wealth Planning
California
$2.1M +$170K +407 +8%

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.