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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
CP
1126
Covenant Partners
Tennessee
$1.28M
RAM
1127
Redmond Asset Management
Virginia
$1.28M -$2.79K -6 -0.2%
RWM
1128
RKL Wealth Management
Pennsylvania
$1.27M -$2.32K -5 -0.2%
DPIM
1129
Duff & Phelps Investment Management
Illinois
$1.26M
FBC
1130
Fairfield, Bush & Co
Connecticut
$1.26M -$90.6K -195 -7%
SCA
1131
Sippican Capital Advisors
Massachusetts
$1.25M -$19.5K -42 -2%
PWM
1132
Purus Wealth Management
California
$1.25M -$12.1K -26 -1%
FMAEN1
1133
Fund Management at Engine No 1
California
$1.25M +$139K +299 +13%
CF
1134
Centaurus Financial
California
$1.25M -$229K -493 -16%
WANY
1135
Wealthspire Advisors (New York)
New York
$1.24M +$329K +709 +38%
AIM
1136
Aspen Investment Management
Michigan
$1.24M +$2.32K +5 +0.2%
SJIA
1137
St. James Investment Advisors
New York
$1.24M -$35.3K -76 -3%
CAM
1138
Covenant Asset Management
New Jersey
$1.24M
CFA
1139
Camarda Financial Advisors
Florida
$1.23M +$290K +625 +33%
CFA
1140
CWS Financial Advisors
Michigan
$1.23M +$33K +71 +2%
AA
1141
Argent Advisors
Louisiana
$1.23M -$43.2K -93 -4%
CSPIA
1142
Cary Street Partners Investment Advisory
Virginia
$1.23M -$256K -551 -18%
HNW
1143
High Note Wealth
Minnesota
$1.23M +$81.8K +176 +8%
LIM
1144
Loudon Investment Management
New Hampshire
$1.22M -$176K -378 -13%
AI
1145
Atom Investors
Texas
$1.22M +$1.16M +2,506 New
WCM
1146
Washington Capital Management
Washington
$1.22M -$11.6K -25 -1%
JWM
1147
Jupiter Wealth Management
Colorado
$1.22M
FDCDDQ
1148
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.21M +$76.2K +164 +7%
BWM
1149
BigSur Wealth Management
Florida
$1.21M -$13.9K -30 -1%
AA
1150
Ancora Advisors
Ohio
$1.21M +$96.7K +208 +9%

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.