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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
CIC
826
Cornercap Investment Counsel
Georgia
$2.65M +$48.8K +105 +2%
CIAS
827
Capital Investment Advisory Services
North Carolina
$2.64M -$175K -376 -6%
BBVA
828
Banco Bilbao Vizcaya Argentaria
Spain
$2.62M -$206K -443 -8%
FIM
829
Freedom Investment Management
Connecticut
$2.61M -$258K -555 -9%
GSB
830
Greenfield Savings Bank
Massachusetts
$2.61M -$47.9K -103 -2%
NWM
831
NEIRG Wealth Management
Massachusetts
$2.6M -$36.7K -79 -1%
ACS
832
Archford Capital Strategies
Illinois
$2.6M +$222K +478 +10%
BIA
833
Beacon Investment Advisors
Maryland
$2.59M +$2.48M +5,328 New
PTC
834
Private Trust Company
Ohio
$2.59M +$6.97K +15 +0.3%
MCM
835
Mason Capital Management
New York
$2.58M -$566K -1,219 -19%
WCM
836
Weik Capital Management
Pennsylvania
$2.58M -$4.65K -10 -0.2%
CT
837
Colonial Trust
South Carolina
$2.53M +$163K +350 +7%
IIA
838
ICW Investment Advisors
Arizona
$2.52M -$20K -43 -0.8%
MWP
839
MYCIO Wealth Partners
Pennsylvania
$2.52M
MIM
840
Moseley Investment Management
Florida
$2.52M -$114K -245 -5%
CB
841
CNB Bank
Pennsylvania
$2.5M -$112K -240 -4%
EF
842
Exeter Financial
Arizona
$2.49M +$25.6K +55 +1%
CA
843
Clearstead Advisors
Ohio
$2.48M +$257K +553 +12%
MWM
844
MinichMacGregor Wealth Management
New York
$2.48M
AAS
845
Ameritas Advisory Services
Nebraska
$2.48M +$557K +1,199 +31%
SWM
846
SeaCrest Wealth Management
New York
$2.48M -$4.18K -9 -0.2%
3IP
847
3Chopt Investment Partners
Virginia
$2.47M +$2.36M +5,070 New
OAJ
848
Ogorek Anthony Joseph
New York
$2.46M -$12.5K -27 -0.5%
JFGIW
849
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$2.46M +$1.39K +3 +0.1%
LD
850
Lipe & Dalton
New York
$2.45M -$13.9K -30 -0.6%

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.