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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
HIA
951
Harbor Investment Advisory
Maryland
$1.88M -$99.9K -215 -5%
FCCM
952
First City Capital Management
Georgia
$1.87M -$150K -323 -8%
GDP
953
Great Diamond Partners
Maine
$1.87M -$171K -369 -9%
SC
954
Stolper & Co
Oklahoma
$1.87M -$358K -771 -17%
AIM
955
Anchor Investment Management
South Carolina
$1.86M -$1.86K -4 -0.1%
VAG
956
VisionPoint Advisory Group
Texas
$1.86M +$1.52M +3,272 +561%
RCAG
957
Rehmann Capital Advisory Group
Michigan
$1.85M +$6.97K +15 +0.4%
CCMG
958
Clark Capital Management Group
Pennsylvania
$1.85M -$24.8M -53,382 -93%
LAI
959
Legal Advantage Investments
California
$1.85M
BTI
960
Blue Trust Inc
Georgia
$1.85M +$640K +1,377 +40%
FC
961
Financial Consulate
Maryland
$1.84M -$2.32K -5 -0.1%
SPWM
962
Schrum Private Wealth Management
Florida
$1.83M -$71.6K -154 -4%
VWM
963
Venturi Wealth Management
Texas
$1.83M -$86K -185 -5%
GWMI
964
Guardian Wealth Management (Illinois)
Illinois
$1.83M -$13.9K -30 -0.8%
HSBC Holdings
965
HSBC Holdings
United Kingdom
$1.83M -$8.77M -18,867 -83%
FTDI
966
First Trust Direct Indexing
Massachusetts
$1.82M -$114K -246 -6%
PI
967
Pachira Investments
California
$1.82M +$15.8K +34 +0.9%
FFA
968
First Foundation Advisors
California
$1.82M +$47.9K +103 +3%
OPS
969
Orion Portfolio Solutions
Nebraska
$1.82M +$335K +721 +24%
TA
970
TCM Advisors
West Virginia
$1.81M
FHB
971
First Hawaiian Bank
Hawaii
$1.81M -$181K -389 -9%
DOA
972
D'Orazio & Associates
Virginia
$1.8M +$20K +43 +1%
IFG
973
Independent Financial Group
California
$1.8M +$210K +452 +14%
PJSIMP
974
P.J. Schmidt Investment Management (PJS)
Wisconsin
$1.79M +$16.7K +36 +1%
RCM
975
RB Capital Management
Nevada
$1.79M +$26.5K +57 +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.