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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
IPW
1051
Inlet Private Wealth
Florida
$1.23M
SF
1052
Summit Financial
New Jersey
$1.23M -$294K -704 -18%
FFC
1053
First Financial Corp
Indiana
$1.22M +$18.4K +44 +1%
CWM
1054
Curi Wealth Management
North Carolina
$1.22M +$1.24M +2,976 +1,626%
WAC
1055
William Allan Corp
Colorado
$1.22M +$84.8K +203 +7%
OC
1056
Oakworth Capital
Alabama
$1.22M +$5.43K +13 +0.4%
ERIC
1057
Eagle Rock Investment Company
Georgia
$1.22M -$511K -1,223 -28%
AO
1058
Advisor OS
Illinois
$1.21M +$33K +79 +3%
CA
1059
Claro Advisors
Massachusetts
$1.2M
IA
1060
IAM Advisory
Pennsylvania
$1.2M +$81.8K +196 +7%
MWA
1061
Moser Wealth Advisors
Washington
$1.2M -$10K -24 -0.8%
PFA
1062
Pure Financial Advisors
California
$1.2M +$16.7K +40 +1%
PFSC
1063
Peoples Financial Services Corp
Pennsylvania
$1.2M -$76.8K -184 -6%
MJRIC
1064
Mogy Joel R Investment Counsel
California
$1.2M
SIAG
1065
Signet Investment Advisory Group
Rhode Island
$1.19M -$50.9K -122 -4%
CSPIA
1066
Cary Street Partners Investment Advisory
Virginia
$1.19M +$407K +974 +46%
GKWIM
1067
Gerber Kawasaki Wealth & Investment Management
California
$1.18M +$12.1K +29 +1%
GIA
1068
Gateway Investment Advisers
Ohio
$1.18M -$167K -401 -12%
DBRC
1069
D.B. Root & Company
Pennsylvania
$1.18M -$31.7K -76 -2%
CF
1070
Centaurus Financial
California
$1.18M +$124K +298 +11%
Boston Partners
1071
Boston Partners
Massachusetts
$1.18M +$25.1K +60 +2%
SB
1072
Strategic Blueprint
Georgia
$1.17M +$81.8K +196 +7%
FNBTCON
1073
First National Bank & Trust Co of Newtown
Pennsylvania
$1.17M
OPS
1074
Orion Portfolio Solutions
Nebraska
$1.16M +$346K +828 +38%
CNFG
1075
Creegan & Nassoura Financial Group
New Hampshire
$1.16M +$4.18K +10 +0.3%

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.