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Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
FHA
1101
Flagship Harbor Advisors
Massachusetts
$1.23M +$82.7K +204 +8%
PA
1102
Profund Advisors
Maryland
$1.23M -$141K -349 -11%
FBC
1103
Fairfield, Bush & Co
Connecticut
$1.22M -$276K -681 -20%
S
1104
SimplyRich
California
$1.22M +$1.22K +3 +0.1%
BA
1105
Birinyi Associates
Connecticut
$1.2M
MSFP
1106
Mark Sheptoff Financial Planning
Connecticut
$1.2M -$40.5K -100 -4%
FSA
1107
Fort Sheridan Advisors
Illinois
$1.2M +$50.7K +125 +5%
AI
1108
AXS Investments
New York
$1.19M +$1.1M +2,704 New
TCM
1109
Tandem Capital Management
New Jersey
$1.19M -$54.7K -135 -5%
WKSWA
1110
White Knight Strategic Wealth Advisors
New Jersey
$1.19M -$52.7K -130 -5%
AIP
1111
Almanack Investment Partners
Pennsylvania
$1.18M +$48.2K +119 +5%
Harris Associates
1112
Harris Associates
Illinois
$1.18M -$708K -1,747 -40%
RWM
1113
RKL Wealth Management
Pennsylvania
$1.18M +$14.6K +36 +1%
JIR
1114
James Investment Research
Ohio
$1.17M -$19.9K -49 -2%
TPW
1115
TL Private Wealth
Texas
$1.17M -$40.5K -100 -4%
VC
1116
Vicus Capital
Pennsylvania
$1.17M +$811 +2 +0.1%
DPIM
1117
Duff & Phelps Investment Management
Illinois
$1.17M
RFM
1118
Royal Fund Management
Florida
$1.17M +$119K +294 +13%
IFWM
1119
Institute for Wealth Management
Colorado
$1.17M +$51.9K +128 +5%
BDF
1120
Balasa Dinverno & Foltz
$1.16M +$17K +42 +2%
CP
1121
Covenant Partners
Tennessee
$1.16M
BAM
1122
Beaumont Asset Management
Texas
$1.16M +$38.9K +96 +4%
TMAM
1123
Tokio Marine Asset Management
Japan
$1.16M +$192K +473 +22%
NFG
1124
Nations Financial Group
Iowa
$1.16M +$608K +1,500 +134%
BW
1125
Bison Wealth
Georgia
$1.15M +$330K +815 +45%

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.