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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
AMIM
1001
Aull & Monroe Investment Management
Alabama
$1.35M
TIAM
1002
TT International Asset Management
United Kingdom
$1.35M
VA
1003
Valmark Advisers
Ohio
$1.34M +$16.3K +39 +1%
TMAM
1004
Tokio Marine Asset Management
Japan
$1.34M +$125K +300 +9%
EWM
1005
EPG Wealth Management
Georgia
$1.34M +$50.9K +122 +4%
CWAG
1006
Compton Wealth Advisory Group
Virginia
$1.34M +$158K +378 +12%
ACM
1007
Alta Capital Management
Utah
$1.34M +$5.85K +14 +0.4%
GPA
1008
Guerra Pan Advisors
New Jersey
$1.34M +$7.1K +17 +0.5%
OIA
1009
Optimum Investment Advisors
Illinois
$1.33M +$18.4K +44 +1%
JWM
1010
Janiczek Wealth Management
Colorado
$1.33M +$184K +440 +16%
AWA
1011
Arete Wealth Advisors
Illinois
$1.33M +$614K +1,470 +75%
TC
1012
Telemus Capital
Michigan
$1.33M -$152K -365 -10%
CPIA
1013
Cornell Pochily Investment Advisors
New York
$1.32M -$56.4K -135 -4%
BW
1014
Bison Wealth
Georgia
$1.32M +$198K +475 +16%
GAMC
1015
Garner Asset Management Corp
Texas
$1.31M -$183K -438 -11%
IP
1016
Investment Partners
Ohio
$1.31M +$784K +1,878 +124%
D
1017
Diversified
Delaware
$1.31M +$41.8K +100 +3%
LCM
1018
LCM Capital Management
Illinois
$1.3M -$5.43K -13 -0.4%
CA
1019
Callahan Advisors
Texas
$1.3M +$10.4K +25 +0.7%
WTC
1020
WhitTier Trust Company
Nevada
$1.3M +$2.92K +7 +0.2%
LIM
1021
Longfellow Investment Management
Massachusetts
$1.3M
PK
1022
Pflug Koory
Nebraska
$1.29M -$125K -300 -8%
CLOS
1023
Compagnie Lombard Odier SCmA
Switzerland
$1.29M +$1.29M +3,081 +1,133%
MHC
1024
Meyer Handelman Company
New York
$1.29M
EMG
1025
ETF Managers Group
New Jersey
$1.29M +$1.39M +3,338 New

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.