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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
TA
1101
TFG Advisers
Michigan
$1.36M +$23.7K +51 +2%
KA
1102
Kovack Advisors
Florida
$1.36M -$20.4K -44 -2%
BTWM
1103
Baker Tilly Wealth Management
Wisconsin
$1.36M -$45.5K -98 -3%
CBT
1104
Central Bank & Trust
Kentucky
$1.36M +$58.1K +125 +5%
DT
1105
Diversified Trust
Tennessee
$1.35M +$184K +396 +17%
TW
1106
TrinityPoint Wealth
Connecticut
$1.34M +$617K +1,327 +92%
BAM
1107
Beaumont Asset Management
Texas
$1.34M +$12.5K +27 +1%
S
1108
SimplyRich
California
$1.34M
ICM
1109
Islay Capital Management
Texas
$1.34M
CCWM
1110
Cassaday & Co Wealth Management
Virginia
$1.33M +$1.27M +2,739 New
LC
1111
LCNB Corp
Ohio
$1.33M -$62.7K -135 -5%
FMLI
1112
Fukoku Mutual Life Insurance
Japan
$1.32M -$465K -1,000 -27%
TIM
1113
Thornburg Investment Management
New Mexico
$1.32M -$4.25M -9,147 -77%
MSFP
1114
Mark Sheptoff Financial Planning
Connecticut
$1.32M
MW
1115
Marcum Wealth
Ohio
$1.32M -$104K -223 -8%
HI
1116
Harbour Investments
Wisconsin
$1.32M +$51.1K +110 +4%
PFG
1117
Peterson Financial Group
Iowa
$1.32M -$691K -1,487 -35%
EM
1118
Excalibur Management
Massachusetts
$1.32M -$46.5K -100 -4%
FHA
1119
Flagship Harbor Advisors
Massachusetts
$1.31M +$43.7K +94 +4%
Citadel Advisors
1120
Citadel Advisors
Florida
$1.3M -$12.8M -27,464 -91%
SC
1121
SouthState Corp
Florida
$1.3M -$20.4K -44 -2%
RFM
1122
Royal Fund Management
Florida
$1.29M +$382K +822 +45%
IGWM
1123
ICA Group Wealth Management
Colorado
$1.29M -$595K -1,280 -32%
SHA
1124
Seneca House Advisors
Virginia
$1.28M -$724K -1,558 -37%
CGL
1125
Clarius Group LLC
Washington
$1.28M +$46.5K +100 +4%

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.