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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
JF
1126
Jump Financial
Illinois
$1.15M +$1.06M +2,611 New
CFA
1127
Cahill Financial Advisors
Minnesota
$1.15M +$144K +356 +16%
DWM
1128
Doyle Wealth Management
Florida
$1.14M -$199K -490 -16%
ACG
1129
Allen Capital Group
Nebraska
$1.14M -$2.19M -5,411 -68%
JAG
1130
Journey Advisory Group
Kentucky
$1.14M -$74.6K -184 -7%
OFS
1131
Orrstown Financial Services
Pennsylvania
$1.13M -$9.32K -23 -0.9%
AIM
1132
Aspen Investment Management
Michigan
$1.13M +$10.1K +25 +1%
AA
1133
Altrafin AG
$1.13M -$3.28M -8,091 -76%
PWM
1134
Purus Wealth Management
California
$1.12M +$6.89K +17 +0.7%
AWAG
1135
ARS Wealth Advisors Group
Florida
$1.12M +$38.5K +95 +4%
WCM
1136
Washington Capital Management
Washington
$1.11M -$12.2K -30 -1%
PA
1137
Probity Advisors
Texas
$1.11M -$120K -297 -11%
BWM
1138
BigSur Wealth Management
Florida
$1.11M -$67.7K -167 -6%
DSC
1139
Duncker Streett & Co
Missouri
$1.11M -$85.1K -210 -8%
RWA
1140
River Wealth Advisors
Pennsylvania
$1.11M +$48.6K +120 +5%
DJSG
1141
D.J. St. Germain
Massachusetts
$1.11M
LWAM
1142
Legacy Wealth Asset Management
Minnesota
$1.1M +$37.7K +93 +4%
CCM
1143
Callodine Capital Management
Massachusetts
$1.1M +$1.01M +2,500 New
RAM
1144
Redmond Asset Management
Virginia
$1.1M +$1.01M +2,502 New
JWM
1145
Jupiter Wealth Management
Colorado
$1.1M
AA
1146
Argent Advisors
Louisiana
$1.09M +$55.9K +138 +6%
SC
1147
SouthState Corp
Florida
$1.09M +$176K +434 +21%
Fiera Capital (Canada)
1148
Fiera Capital (Canada)
Quebec, Canada
$1.09M +$997K +2,459 New
Fisher Asset Management
1149
Fisher Asset Management
Washington
$1.08M -$128K -316 -11%
OFA
1150
Oak Family Advisors
Illinois
$1.08M -$150K -369 -13%

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.