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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
CI Investments Inc
876
CI Investments Inc
Ontario, Canada
$2.29M -$1.16M -2,499 -35%
PA
877
Parallel Advisors
California
$2.28M +$152K +327 +8%
KC
878
Kenfarb & Co
Kentucky
$2.27M -$13.9K -30 -0.6%
LHC
879
Little House Capital
Massachusetts
$2.27M +$415K +894 +24%
LF
880
Lantz Financial
Illinois
$2.26M -$5.58K -12 -0.3%
GLR
881
Great Lakes Retirement
Ohio
$2.26M +$2.16M +4,640 New
CIP
882
Convergence Investment Partners
Florida
$2.26M +$53.9K +116 +3%
LSA
883
Leonteq Securities AG
Switzerland
$2.25M -$2.46M -5,292 -53%
GW
884
GW & Wade
Massachusetts
$2.25M +$142K +305 +7%
PAG
885
Powers Advisory Group
Illinois
$2.24M -$14.9K -32 -0.7%
ECP
886
Epacria Capital Partners
Colorado
$2.24M +$2.14M +4,600 New
CCA
887
Cobblestone Capital Advisors
New York
$2.19M -$72.5K -156 -3%
EWM
888
Evercore Wealth Management
New York
$2.19M -$16.7K -36 -0.8%
WWM
889
Western Wealth Management
Colorado
$2.18M -$1.42M -3,061 -41%
MAM
890
Morse Asset Management
Connecticut
$2.18M +$253K +545 +14%
CG
891
Castellan Group
Kentucky
$2.18M -$290K -624 -12%
PP
892
Pacifica Partners
Canada
$2.17M -$22.8K -49 -1%
LPIC
893
LeJeune Puetz Investment Counsel
Michigan
$2.17M
FC
894
FCA Corp
Texas
$2.17M +$38.1K +82 +2%
GEA
895
Glen Eagle Advisors
New Jersey
$2.17M +$109K +234 +6%
SWMG
896
Signature Wealth Management Group
Georgia
$2.17M -$2.05M -4,406 -50%
WCBA
897
Weaver C. Barksdale & Associates
Tennessee
$2.16M +$51.6K +111 +3%
PT
898
Plimoth Trust
Massachusetts
$2.15M -$231K -498 -10%
WSCM
899
Wellington Shields Capital Management
New York
$2.15M +$294K +632 +17%
FB
900
Fulton Bank
Pennsylvania
$2.14M +$89.7K +193 +5%

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.