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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
NWM
826
NEIRG Wealth Management
Massachusetts
$2.1M -$62.6K -150 -3%
MIM
827
Moseley Investment Management
Florida
$2.09M -$13.8K -33 -0.6%
ACP
828
Ashfield Capital Partners
California
$2.09M
CB
829
CNB Bank
Pennsylvania
$2.08M +$380K +910 +20%
CIC
830
Cornercap Investment Counsel
Georgia
$2.06M +$62.2K +149 +3%
PTC
831
Private Trust Company
Ohio
$2.05M +$175K +418 +9%
WCM
832
Weik Capital Management
Pennsylvania
$2.05M -$56.4K -135 -2%
EWA
833
Exencial Wealth Advisors
Oklahoma
$2.04M -$5.43K -13 -0.2%
KIA
834
KCM Investment Advisors
California
$2.04M +$20.9K +50 +1%
IIA
835
ICW Investment Advisors
Arizona
$2.02M +$10.9K +26 +0.5%
TPA
836
Trivium Point Advisory
Connecticut
$2.02M +$112K +268 +6%
BO
837
BRR OpCo
Ohio
$2M -$542K -1,298 -20%
MWP
838
MYCIO Wealth Partners
Pennsylvania
$2M
MGWM
839
Marks Group Wealth Management
Minnesota
$2M +$234K +561 +12%
WOC
840
West Oak Capital
California
$2M
LIP
841
Lighthouse Investment Partners
Florida
$1.98M +$2.14M +5,126 New
FWP
842
FAS Wealth Partners
Kansas
$1.98M +$333K +797 +18%
CG
843
Castellan Group
Kentucky
$1.97M +$39.7K +95 +2%
MWM
844
MinichMacGregor Wealth Management
New York
$1.97M +$58.9K +141 +3%
SWM
845
SeaCrest Wealth Management
New York
$1.97M -$21.7K -52 -1%
WP
846
WealthSource Partners
California
$1.97M -$326K -781 -13%
OAJ
847
Ogorek Anthony Joseph
New York
$1.97M +$36.3K +87 +2%
BCM
848
Brasada Capital Management
Texas
$1.97M -$32.2K -77 -1%
BA
849
Birinyi Associates
Connecticut
$1.96M -$41.8K -100 -2%
LD
850
Lipe & Dalton
New York
$1.96M

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.