We are live on ! Find out more
LMT icon

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
EM
1101
Excalibur Management
Massachusetts
$1.08M -$85.2K -204 -7%
WFA
1102
Wipfli Financial Advisors
Wisconsin
$1.08M +$1.17M +2,801 New
VBCG
1103
Valley Brook Capital Group
Pennsylvania
$1.08M
GA
1104
GoalVest Advisory
New York
$1.08M -$106K -253 -8%
DJSG
1105
D.J. St. Germain
Massachusetts
$1.08M
FBC
1106
Fairfield, Bush & Co
Connecticut
$1.07M -$105K -252 -8%
EI
1107
Ethic Inc
New York
$1.07M +$76.4K +183 +7%
DF
1108
Donoghue Forlines
Massachusetts
$1.07M -$1.1M -2,640 -49%
S
1109
SimplyRich
California
$1.06M -$5.01K -12 -0.4%
ICM
1110
Islay Capital Management
Texas
$1.06M -$49.7K -119 -4%
TA
1111
TFG Advisers
Michigan
$1.06M +$133K +319 +13%
BAM
1112
Beaumont Asset Management
Texas
$1.05M +$37.6K +90 +3%
FWTB
1113
First Western Trust Bank
Colorado
$1.05M -$224K -537 -16%
HVIA
1114
Hudson Valley Investment Advisors
New York
$1.05M -$101K -243 -8%
MSFP
1115
Mark Sheptoff Financial Planning
Connecticut
$1.05M
SC
1116
SouthState Corp
Florida
$1.05M +$24.6K +59 +2%
GWM
1117
Gray Wealth Management
Maine
$1.05M +$320K +767 +39%
DFC
1118
DB Fitzpatrick & Co
Idaho
$1.04M +$1.12M +2,693 New
CRC
1119
Curi RMB Capital
Illinois
$1.04M +$171K +410 +18%
PG
1120
Pendal Group
Australia
$1.04M +$374K +895 +50%
RWA
1121
River Wealth Advisors
Pennsylvania
$1.03M -$132K -317 -11%
TPW
1122
TL Private Wealth
Texas
$1.03M
CBT
1123
Central Bank & Trust
Kentucky
$1.03M +$494K +1,182 +80%
RHBC
1124
R.H. Bluestein & Co
Michigan
$1.02M -$33.7M -80,770 -97%
RAM
1125
Redmond Asset Management
Virginia
$1.02M -$15K -36 -1%

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.