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Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CAG
826
Csenge Advisory Group
Florida
$2.24M -$180K -445 -8%
LD
827
Lipe & Dalton
New York
$2.24M +$120K +295 +6%
DI
828
DFPG Investments
Utah
$2.23M +$113K +279 +6%
EWA
829
EP Wealth Advisors
California
$2.23M +$180K +444 +10%
TWP
830
Tempus Wealth Planning
California
$2.22M -$40.9K -101 -2%
WIS
831
Wright Investors Service
Connecticut
$2.2M +$42.6K +105 +2%
MCAI
832
Members Capital Advisors Inc
Wisconsin
$2.2M
MWM
833
MinichMacGregor Wealth Management
New York
$2.2M -$13K -32 -0.6%
EF
834
Exeter Financial
Arizona
$2.19M +$187K +461 +10%
MCM
835
Mason Capital Management
New York
$2.19M +$2.02M +4,971 New
ERIC
836
Eagle Rock Investment Company
Georgia
$2.19M -$119K -293 -6%
CG
837
Castellan Group
Kentucky
$2.18M +$133K +329 +7%
SSA
838
Schonfeld Strategic Advisors
New York
$2.17M -$8.2M -20,224 -80%
PAG
839
Powers Advisory Group
Illinois
$2.15M +$27.6K +68 +1%
FIM
840
Freedom Investment Management
Connecticut
$2.15M +$670K +1,654 +51%
CG
841
Colony Group
Massachusetts
$2.15M +$319K +786 +19%
PTC
842
Private Trust Company
Ohio
$2.14M +$164K +405 +9%
CCA
843
Cobblestone Capital Advisors
New York
$2.11M -$33.2K -82 -2%
MCM
844
Murphy Capital Management
New Jersey
$2.11M -$59.6K -147 -3%
SGCA
845
Steel Grove Capital Advisors
Tennessee
$2.11M +$1.28M +3,161 +196%
LOPW
846
Live Oak Private Wealth
North Carolina
$2.1M +$362K +892 +23%
EF
847
Empirical Finance
Pennsylvania
$2.09M +$209K +515 +12%
AFA
848
Abacus FCF Advisors
Florida
$2.09M +$1.92M +4,733 New
PIM
849
Penobscot Investment Management
Massachusetts
$2.09M +$26.4K +65 +1%
CWM
850
Cordatus Wealth Management
Pennsylvania
$2.08M -$14.6K -36 -0.8%

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.