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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
SXL
1126
Summit X LLC
Missouri
$1.01M -$78.5K -188 -7%
CP
1127
Covenant Partners
Tennessee
$1.01M
SJIA
1128
St. James Investment Advisors
New York
$1.01M -$152K -363 -12%
DWM
1129
Doyle Wealth Management
Florida
$1.01M +$7.1K +17 +0.7%
RWM
1130
RKL Wealth Management
Pennsylvania
$1.01M -$23.4K -56 -2%
SCA
1131
Sippican Capital Advisors
Massachusetts
$1.01M -$31.3K -75 -3%
AA
1132
Argent Advisors
Louisiana
$1.01M +$21.7K +52 +2%
WKSWA
1133
White Knight Strategic Wealth Advisors
New Jersey
$1.01M -$6.26K -15 -0.6%
FHA
1134
Flagship Harbor Advisors
Massachusetts
$1M +$17.1K +41 +2%
PWM
1135
Purus Wealth Management
California
$1M +$19.6K +47 +2%
DPIM
1136
Duff & Phelps Investment Management
Illinois
$1M -$23K -55 -2%
Fisher Asset Management
1137
Fisher Asset Management
Washington
$993K -$42.2K -101 -4%
PA
1138
Probity Advisors
Texas
$992K +$2.09K +5 +0.2%
AIM
1139
Aspen Investment Management
Michigan
$983K -$5.43K -13 -0.5%
CAM
1140
Covenant Asset Management
New Jersey
$982K +$14.6K +35 +1%
CWM
1141
Cornerstone Wealth Management
Missouri
$980K +$50.1K +120 +5%
CGL
1142
Clarius Group LLC
Washington
$977K +$28.4K +68 +3%
WCM
1143
Washington Capital Management
Washington
$975K
Vontobel Holding
1144
Vontobel Holding
Switzerland
$974K -$438K -1,049 -29%
NFG
1145
Nations Financial Group
Iowa
$974K -$22.5K -54 -2%
BWM
1146
BigSur Wealth Management
Florida
$973K
BDF
1147
Balasa Dinverno & Foltz
$969K -$79.3K -190 -7%
GWSG
1148
GPS Wealth Strategies Group
Colorado
$967K +$42.2K +101 +4%
JWM
1149
Jupiter Wealth Management
Colorado
$965K
VC
1150
Vicus Capital
Pennsylvania
$961K -$66K -158 -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.