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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
JAG
801
Journey Advisory Group
Kentucky
$2.78M +$457K +984 +21%
VFM
802
Viking Fund Management
North Dakota
$2.77M
OCA
803
Otter Creek Advisors
Florida
$2.77M +$2.65M +5,693 New
IF
804
Intrua Financial
Texas
$2.76M +$126K +271 +5%
IWM
805
IHT Wealth Management
Illinois
$2.76M +$24.6K +53 +0.9%
KIC
806
Kensington Investment Counsel
California
$2.76M +$40.9K +88 +2%
JE
807
JMAC Enterprises
Pennsylvania
$2.75M -$91.1K -196 -3%
EWA
808
Exencial Wealth Advisors
Oklahoma
$2.75M +$176K +378 +7%
FWP
809
FAS Wealth Partners
Kansas
$2.75M +$248K +533 +10%
TFS
810
Thoroughbred Financial Services
Tennessee
$2.75M +$81.3K +175 +3%
MGWM
811
Marks Group Wealth Management
Minnesota
$2.73M +$201K +433 +8%
WA1
812
Wimmer Associates 1
California
$2.73M -$18.6K -40 -0.7%
DI
813
DFPG Investments
Utah
$2.71M +$401K +863 +17%
TWP
814
Tempus Wealth Planning
California
$2.7M +$52K +112 +2%
SSB
815
Sandy Spring Bank
Maryland
$2.69M +$220K +473 +9%
TRCT
816
Tower Research Capital (TRC)
New York
$2.67M -$5.41M -11,635 -68%
ACL
817
Applied Capital LLC
Florida
$2.67M +$2.55M +5,490 New
KCM
818
Kornitzer Capital Management
Kansas
$2.67M +$228K +490 +10%
S
819
SignatureFD
Georgia
$2.67M +$232K +500 +10%
BBHC
820
Brown Brothers Harriman & Co
New York
$2.66M -$53.9K -116 -2%
Axa
821
Axa
France
$2.66M -$751K -1,617 -23%
GIA
822
Gladstone Institutional Advisory
Florida
$2.66M -$550K -1,183 -18%
E
823
Ergoteles
New York
$2.65M +$2.54M +5,457 New
SFG
824
SevenBridge Financial Group
Pennsylvania
$2.65M +$4.65K +10 +0.2%
CIS
825
Connors Investor Services
Pennsylvania
$2.65M -$192K -414 -7%

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.