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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
CCB
926
Country Club Bank
Missouri
$1.98M -$55.3K -119 -3%
ST
927
Sabal Trust
Florida
$1.98M -$15.8K -34 -0.8%
SG
928
Stonnington Group
California
$1.97M -$270K -582 -12%
AIM
929
Acropolis Investment Management
Missouri
$1.97M -$7.9K -17 -0.4%
Voloridge Investment Management
930
Voloridge Investment Management
Florida
$1.97M -$829K -1,785 -31%
JWM
931
JGP Wealth Management
Oregon
$1.96M -$8.36K -18 -0.4%
DWMS
932
Dominguez Wealth Management Solutions
Virginia
$1.96M +$1.87M +4,019 New
SAM
933
Sompo Asset Management
Japan
$1.95M -$3.86M -8,305 -67%
SWM
934
Segment Wealth Management
Texas
$1.95M
MIFH
935
Migdal Insurance & Financial Holdings
Israel
$1.95M -$184K -395 -9%
PA
936
Paralel Advisors
Colorado
$1.95M +$1.86M +4,000 New
BWM
937
Buckley Wealth Management
Nevada
$1.94M -$92.9K -200 -5%
MCIA
938
Mountain Capital Investment Advisors
Colorado
$1.93M +$164K +352 +9%
ICG
939
InterOcean Capital Group
Tennessee
$1.93M -$2.79K -6 -0.2%
AFA
940
Abacus FCF Advisors
Florida
$1.92M +$318K +684 +21%
FFBTD
941
First Financial Bank - Trust Division
Ohio
$1.92M -$69.2K -149 -4%
BOPW
942
Brandywine Oak Private Wealth
Pennsylvania
$1.92M -$133K -286 -7%
SIA
943
Schechter Investment Advisors
Michigan
$1.91M +$48.8K +105 +3%
BG
944
Bollard Group
Massachusetts
$1.91M
TMAM
945
Tokio Marine Asset Management
Japan
$1.9M +$198K +427 +12%
CCP
946
Clough Capital Partners
Massachusetts
$1.9M +$1.81M +3,900 New
FMTC
947
Farmers & Merchants Trust Company
California
$1.9M +$20.4K +44 +1%
MSFS
948
Main Street Financial Solutions
Pennsylvania
$1.89M +$68.3K +147 +4%
CIC
949
Chase Investment Counsel
Virginia
$1.89M
BCA
950
Bay Colony Advisors
Massachusetts
$1.89M +$39.5K +85 +2%

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.