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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
SS
976
Simplicity Solutions
Minnesota
$1.79M +$72.5K +156 +4%
CAG
977
Crestwood Advisors Group
Massachusetts
$1.79M -$315K -677 -16%
GWM
978
Gray Wealth Management
Maine
$1.78M +$444K +955 +35%
DF
979
Donoghue Forlines
Massachusetts
$1.78M +$417K +898 +33%
ACM
980
Alta Capital Management
Utah
$1.78M +$87.4K +188 +5%
MWA
981
Meridian Wealth Advisors
Texas
$1.78M -$27K -58 -2%
DWP
982
Destiny Wealth Partners
Florida
$1.77M +$1.5M +3,224 +768%
BWA
983
BDO Wealth Advisors
Florida
$1.77M -$48.8K -105 -3%
SSI
984
Scott & Selber Inc
Texas
$1.77M +$18.1K +39 +1%
NHT
985
New Hampshire Trust
New Hampshire
$1.77M +$1.69M +3,634 New
VA
986
Valmark Advisers
Ohio
$1.77M +$68.3K +147 +4%
PWM
987
PBMares Wealth Management
Virginia
$1.76M +$929 +2 +0.1%
IBOK
988
Independence Bank of Kentucky
Kentucky
$1.76M -$118K -254 -7%
CIA
989
Choate Investment Advisors
Massachusetts
$1.75M +$1.3M +2,792 +344%
MWA
990
MFA Wealth Advisors
Pennsylvania
$1.75M -$105K -227 -6%
PFA
991
Pure Financial Advisors
California
$1.73M +$215K +463 +15%
NFGCM
992
Norman Fields Gottscho Capital Management
New York
$1.73M
MNBTD
993
Moody National Bank Trust Division
Texas
$1.73M +$113K +244 +7%
SVWAG
994
Sound View Wealth Advisors Group
Georgia
$1.72M -$52K -112 -3%
IAIM
995
International Assets Investment Management
Florida
$1.72M +$5.38M +11,568 +597%
FPAS
996
Focus Partners Advisor Solutions
Missouri
$1.71M -$662K -1,425 -29%
SG
997
StoneX Group
New York
$1.71M +$1.63M +3,518 New
FSA
998
Fort Sheridan Advisors
Illinois
$1.71M -$9.29K -20 -0.6%
WAL
999
W Advisors LLC
Tennessee
$1.71M -$116K -250 -7%
AMIM
1000
Aull & Monroe Investment Management
Alabama
$1.7M

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.