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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
NFC
1051
Northeast Financial Consultants
Connecticut
$1.53M +$580K +1,249 +66%
FFC
1052
First Financial Corp
Indiana
$1.53M -$7.43K -16 -0.5%
MFA
1053
Mayflower Financial Advisors
Massachusetts
$1.52M -$84.6K -182 -5%
OC
1054
Oakworth Capital
Alabama
$1.52M -$13.5K -29 -0.9%
CWA
1055
Clarus Wealth Advisors
Arizona
$1.52M +$69.2K +149 +5%
JWM
1056
Janiczek Wealth Management
Colorado
$1.52M +$19.5K +42 +1%
Boston Partners
1057
Boston Partners
Massachusetts
$1.51M +$33.5K +72 +2%
WC
1058
Westhampton Capital
North Carolina
$1.51M -$88.3K -190 -6%
PFSC
1059
Peoples Financial Services Corp
Pennsylvania
$1.51M +$3.72K +8 +0.3%
DBRC
1060
D.B. Root & Company
Pennsylvania
$1.51M +$19.5K +42 +1%
MJRIC
1061
Mogy Joel R Investment Counsel
California
$1.51M
AFC
1062
AFT Forsyth & Company
Florida
$1.51M -$79K -170 -5%
GIA
1063
Gateway Investment Advisers
Ohio
$1.5M +$16.3K +35 +1%
DP
1064
Dearborn Partners
Illinois
$1.5M -$60.9K -131 -4%
BIAS
1065
Beacon Investment Advisory Services
New Jersey
$1.5M +$60.4K +130 +4%
GKWIM
1066
Gerber Kawasaki Wealth & Investment Management
California
$1.49M +$4.18K +9 +0.3%
SIAG
1067
Signet Investment Advisory Group
Rhode Island
$1.49M -$9.29K -20 -0.6%
AAM
1068
Augustine Asset Management
Florida
$1.48M +$1.42M +3,050 New
SB
1069
Strategic Blueprint
Georgia
$1.47M +$2.32K +5 +0.2%
FNBTCON
1070
First National Bank & Trust Co of Newtown
Pennsylvania
$1.47M
HFM
1071
Harvest Fund Management
China
$1.47M +$279K +600 +25%
FAIM
1072
Financial Advocates Investment Management
Washington
$1.46M +$287K +617 +26%
CPIA
1073
Cornell Pochily Investment Advisors
New York
$1.46M -$197K -425 -12%
AWAM
1074
Appian Way Asset Management
New York
$1.46M +$1.39M +3,000 New
CNFG
1075
Creegan & Nassoura Financial Group
New Hampshire
$1.46M -$4.65K -10 -0.3%

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.