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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
WWA
926
WCG Wealth Advisors
Nevada
$1.6M -$1.25K -3 -0.1%
CHJWM
927
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.6M
SC
928
Siena Capital
Ohio
$1.59M -$31.7K -76 -2%
WSTAM
929
Wilbanks Smith & Thomas Asset Management
Virginia
$1.59M +$5.43K +13 +0.3%
FHB
930
First Hawaiian Bank
Hawaii
$1.59M +$31.7K +76 +2%
TWM
931
Thrive Wealth Management
Pennsylvania
$1.58M +$59.3K +142 +4%
FFBTD
932
First Financial Bank - Trust Division
Ohio
$1.58M -$50.5K -121 -3%
ST
933
Sabal Trust
Florida
$1.58M +$219K +525 +15%
HIA
934
Harbor Investment Advisory
Maryland
$1.58M -$2.09K -5 -0.1%
BL
935
BFSG LLC
California
$1.58M -$25.5K -61 -1%
MFG
936
Magnus Financial Group
New York
$1.57M +$83.9K +201 +5%
HT
937
Heritage Trust
Oklahoma
$1.57M +$85.2K +204 +5%
AIM
938
Acropolis Investment Management
Missouri
$1.57M
CAC
939
Certified Advisory Corp
Florida
$1.56M +$3.76K +9 +0.2%
CT
940
Coastline Trust
Rhode Island
$1.55M +$1.33M +3,197 +387%
CW
941
CreativeOne Wealth
Kansas
$1.55M +$701K +1,678 +72%
SWM
942
Segment Wealth Management
Texas
$1.55M -$12.1K -29 -0.7%
FTDI
943
First Trust Direct Indexing
Massachusetts
$1.54M -$74.7K -179 -4%
ICG
944
InterOcean Capital Group
Tennessee
$1.53M -$258K -619 -13%
SC
945
Savant Capital
Illinois
$1.53M +$48.9K +117 +3%
VWM
946
Venturi Wealth Management
Texas
$1.52M -$19.6K -47 -1%
AIL
947
AGF Investments LLC
Ontario, Canada
$1.52M +$629K +1,506 +62%
FFM
948
Forum Financial Management
Illinois
$1.52M -$74.3K -178 -4%
IGWM
949
ICA Group Wealth Management
Colorado
$1.52M -$1.67K -4 -0.1%
MAM
950
Morse Asset Management
Connecticut
$1.52M +$16.7K +40 +1%

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.