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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
RIA
1076
Realta Investment Advisors
Delaware
$1.16M -$12.5K -30 -1%
JSL
1077
JT Stratford LLC
Georgia
$1.16M -$45.9K -110 -4%
BIAS
1078
Beacon Investment Advisory Services
New Jersey
$1.14M -$11.3K -27 -0.9%
9WM
1079
9258 Wealth Management
Ohio
$1.14M -$95.2K -228 -7%
LAIC
1080
Lederer & Associates Investment Counsel
California
$1.14M -$51.4K -123 -4%
MW
1081
Marcum Wealth
Ohio
$1.14M +$106K +254 +9%
CI
1082
Cigna Investments
Connecticut
$1.13M -$63.1K -151 -5%
FG
1083
Fiduciary Group
Georgia
$1.13M +$28K +67 +3%
HIC
1084
Holderness Investments Company
North Carolina
$1.12M +$8.35K +20 +0.7%
SIA
1085
Sage Investment Advisers
New York
$1.12M -$20.9K -50 -2%
HI
1086
Harbour Investments
Wisconsin
$1.12M
CB
1087
Cadence Bank
Mississippi
$1.12M +$884K +2,117 +271%
BTWM
1088
Baker Tilly Wealth Management
Wisconsin
$1.12M +$44.7K +107 +4%
LIM
1089
Loudon Investment Management
New Hampshire
$1.12M -$27.1K -65 -2%
MCM
1090
Mork Capital Management
California
$1.11M
LC
1091
LCNB Corp
Ohio
$1.11M -$41.8K -100 -3%
CFA
1092
Cahill Financial Advisors
Minnesota
$1.11M +$30.1K +72 +3%
HNW
1093
High Note Wealth
Minnesota
$1.11M +$90.6K +217 +10%
IFWM
1094
Institute for Wealth Management
Colorado
$1.1M +$30.9K +74 +3%
EC
1095
Estate Counselors
Wisconsin
$1.1M +$2.09K +5 +0.2%
AW
1096
Alaethes Wealth
Nevada
$1.1M +$48K +115 +4%
KA
1097
Kovack Advisors
Florida
$1.1M -$377K -904 -24%
5L
1098
55I LLC
Massachusetts
$1.09M +$846K +2,026 +252%
ADL
1099
Asset Dedication LLC
California
$1.09M +$1.18M +2,825 New
AFG
1100
Alterity Financial Group
Maine
$1.09M -$7.52K -18 -0.6%

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.