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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
SFA
951
Sequoia Financial Advisors
Ohio
$1.51M -$333K -798 -17%
BG
952
Bollard Group
Massachusetts
$1.51M
SPWM
953
Schrum Private Wealth Management
Florida
$1.51M -$540K -1,294 -25%
LWM
954
Liberty Wealth Management
California
$1.51M +$1.64M +3,919 New
SWM
955
Sculati Wealth Management
Michigan
$1.51M -$82.7K -198 -5%
SVWAG
956
Sound View Wealth Advisors Group
Georgia
$1.51M -$22.1K -53 -1%
AAS
957
Ameritas Advisory Services
Nebraska
$1.5M +$20K +48 +1%
CIC
958
Chase Investment Counsel
Virginia
$1.5M +$299K +717 +23%
IBOK
959
Independence Bank of Kentucky
Kentucky
$1.5M -$111K -265 -6%
FMTC
960
Farmers & Merchants Trust Company
California
$1.49M +$74.7K +179 +5%
WA
961
Wealth Alliance
New York
$1.49M +$15K +36 +0.9%
AIM
962
Anchor Investment Management
South Carolina
$1.48M -$52.2K -125 -3%
VWA
963
V Wealth Advisors
Kansas
$1.48M -$65.6K -157 -4%
MWA
964
MFA Wealth Advisors
Pennsylvania
$1.48M +$83.5K +200 +6%
SIA
965
Schechter Investment Advisors
Michigan
$1.48M -$55.5K -133 -3%
LAI
966
Legal Advantage Investments
California
$1.47M +$125K +300 +9%
BCA
967
Bay Colony Advisors
Massachusetts
$1.47M -$7.1K -17 -0.4%
FC
968
Financial Consulate
Maryland
$1.47M
RCAG
969
Rehmann Capital Advisory Group
Michigan
$1.46M +$14.2K +34 +0.9%
BJL
970
Brighton Jones LLC
Washington
$1.46M +$21.7K +52 +1%
GWMI
971
Guardian Wealth Management (Illinois)
Illinois
$1.46M -$128K -307 -7%
BTI
972
Blue Trust Inc
Georgia
$1.46M +$11.3K +27 +0.8%
WSCM
973
Wellington Shields Capital Management
New York
$1.46M +$418 +1 +0%
LHC
974
Little House Capital
Massachusetts
$1.46M -$208K -497 -12%
WAL
975
W Advisors LLC
Tennessee
$1.45M

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.