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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
MHC
1026
Meyer Handelman Company
New York
$1.62M
TC
1027
Telemus Capital
Michigan
$1.62M -$465 -1 -0%
CFG
1028
Cooper Financial Group
California
$1.62M +$49.3K +106 +3%
CHJWM
1029
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.61M
BW
1030
Bison Wealth
Georgia
$1.61M +$31.1K +67 +2%
QPWM
1031
Quadrant Private Wealth Management
Pennsylvania
$1.61M +$1.54M +3,308 New
GPA
1032
Guerra Pan Advisors
New Jersey
$1.61M
RP
1033
Rice Partnership
Hawaii
$1.59M
SG Americas Securities
1034
SG Americas Securities
New York
$1.58M -$2.41M -5,189 -61%
RIM
1035
Redwood Investment Management
Arizona
$1.58M -$17.7K -38 -1%
HA
1036
Herold Advisors
New York
$1.58M
ST
1037
Smithfield Trust
Pennsylvania
$1.58M
BMC
1038
Beaton Management Company
Massachusetts
$1.58M
HIA
1039
Harvest Investment Advisors
Florida
$1.57M +$1.5M +3,227 New
IA
1040
IAM Advisory
Pennsylvania
$1.57M +$52K +112 +4%
WAC
1041
William Allan Corp
Colorado
$1.56M +$26.5K +57 +2%
CCMW
1042
Cypress Capital Management (Wyoming)
Wyoming
$1.56M +$1.24M +2,664 +486%
IMA
1043
Investment Management Associates
Colorado
$1.56M -$54.8K -118 -4%
LWM
1044
Laidlaw Wealth Management
New York
$1.56M -$18.1K -39 -1%
IPW
1045
Inlet Private Wealth
Florida
$1.55M
CA
1046
Claro Advisors
Massachusetts
$1.55M +$184K +396 +14%
ORAM
1047
One River Asset Management
Connecticut
$1.55M +$1.48M +3,187 New
CFA
1048
Cahill Financial Advisors
Minnesota
$1.54M +$138K +298 +10%
9WM
1049
9258 Wealth Management
Ohio
$1.54M +$98K +211 +7%
CWM
1050
C2C Wealth Management
Arizona
$1.54M +$465 +1 +0%

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.