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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
WOC
851
West Oak Capital
California
$2.45M -$58.1K -125 -2%
EWM
852
Evergreen Wealth Management
Michigan
$2.45M +$2.34M +5,036 New
MPPLM
853
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$2.44M +$185K +399 +9%
CAG
854
Csenge Advisory Group
Florida
$2.44M -$257K -553 -10%
MCAI
855
Members Capital Advisors Inc
Wisconsin
$2.43M
HH
856
Hilltop Holdings
Texas
$2.42M +$26.5K +57 +1%
TPA
857
Trivium Point Advisory
Connecticut
$2.41M +$12.1K +26 +0.5%
ATPW
858
Ashton Thomas Private Wealth
Arizona
$2.4M -$33K -71 -1%
SGCA
859
Steel Grove Capital Advisors
Tennessee
$2.4M -$66.9K -144 -3%
WP
860
WealthSource Partners
California
$2.39M -$85.5K -184 -4%
BOSSRA
861
B.O.S.S. Retirement Advisors
Utah
$2.38M +$2.28M +4,900 New
TCA
862
Trifecta Capital Advisors
Illinois
$2.38M +$2.27M +4,894 New
MGP
863
Metis Global Partners
California
$2.37M +$631K +1,357 +39%
KF
864
Krilogy Financial
Missouri
$2.37M +$929 +2 +0%
PWA
865
Phoenix Wealth Advisors
North Carolina
$2.34M -$56.7K -122 -2%
FPCG
866
Fort Pitt Capital Group
Pennsylvania
$2.34M +$305K +656 +16%
PIM
867
Penobscot Investment Management
Massachusetts
$2.33M -$16.3K -35 -0.7%
CA
868
Continuum Advisory
Idaho
$2.33M -$89.7K -193 -4%
RF
869
Robbins Farley
New Hampshire
$2.32M -$1.15M -2,476 -34%
AWA
870
Arkadios Wealth Advisors
Georgia
$2.31M +$279K +601 +14%
MWM
871
Meridian Wealth Management
Kentucky
$2.31M +$6.5K +14 +0.3%
DCM
872
Decatur Capital Management
Georgia
$2.3M
CCA
873
Checchi Capital Advisers
California
$2.29M -$39.5K -85 -2%
FCB
874
First Command Bank
Texas
$2.29M -$156K -336 -7%
FCFS
875
First Command Financial Services
Texas
$2.29M -$156K -336 -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.