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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
OIM
1001
Opus Investment Management
Massachusetts
$1.7M -$3.47M -7,470 -68%
TWM
1002
Thrive Wealth Management
Pennsylvania
$1.7M -$280K -603 -15%
JIR
1003
James Investment Research
Ohio
$1.7M -$102K -220 -6%
BJL
1004
Brighton Jones LLC
Washington
$1.7M -$138K -296 -8%
BSB
1005
Bangor Savings Bank
Maine
$1.69M -$467K -1,005 -22%
OIA
1006
Optimum Investment Advisors
Illinois
$1.69M +$16.3K +35 +1%
D
1007
Diversified
Delaware
$1.69M +$43.7K +94 +3%
OCBCO
1008
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.69M +$1.62M +3,478 New
CWAG
1009
Compton Wealth Advisory Group
Virginia
$1.68M -$9.29K -20 -0.6%
EWM
1010
EPG Wealth Management
Georgia
$1.67M -$20.4K -44 -1%
XT
1011
XTX Topco
Cayman Islands
$1.67M +$1.02M +2,205 +180%
BST
1012
Bath Savings Trust
Maine
$1.66M +$789K +1,697 +99%
GAMC
1013
Garner Asset Management Corp
Texas
$1.65M -$3.72K -8 -0.2%
RC
1014
Roundview Capital
New Jersey
$1.65M +$90.6K +195 +6%
LCM
1015
LCM Capital Management
Illinois
$1.65M +$8.36K +18 +0.5%
CWM
1016
Curi Wealth Management
North Carolina
$1.65M +$107K +230 +7%
HAS
1017
HBW Advisory Services
California
$1.65M -$104K -224 -6%
T
1018
TCWP
Ohio
$1.64M -$115K -247 -7%
PK
1019
Pflug Koory
Nebraska
$1.63M
CLOS
1020
Compagnie Lombard Odier SCmA
Switzerland
$1.63M -$1.39K -3 -0.1%
SIM
1021
Stratos Investment Management
Ohio
$1.63M -$82.7K -178 -5%
Fisher Asset Management
1022
Fisher Asset Management
Washington
$1.63M +$361K +777 +30%
RWA
1023
River Wealth Advisors
Pennsylvania
$1.63M +$315K +677 +25%
WWM
1024
Wolff Wiese Magana
California
$1.63M +$50.2K +108 +3%
WTC
1025
WhitTier Trust Company
Nevada
$1.63M -$9.29K -20 -0.6%

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.