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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
CRWM
1151
Castle Rock Wealth Management
California
$1.21M +$1.22M +2,626 New
GTAM
1152
Global Trust Asset Management
Florida
$1.21M +$270K +580 +31%
PA
1153
Probity Advisors
Texas
$1.21M -$41.8K -90 -4%
SXL
1154
Summit X LLC
Missouri
$1.2M +$86K +185 +7%
NHC
1155
Nicholas Hoffman & Company
Georgia
$1.2M +$9.29K +20 +0.8%
P
1156
Pitcairn
Pennsylvania
$1.2M +$99.4K +214 +10%
MWM
1157
Mission Wealth Management
California
$1.19M +$126K +272 +12%
HI
1158
Hoey Investments
Pennsylvania
$1.19M +$64.6K +139 +6%
VC
1159
Vicus Capital
Pennsylvania
$1.19M -$19.1K -41 -2%
VWA
1160
V Wealth Advisors
Kansas
$1.19M -$646K -1,390 -36%
1832 Asset Management
1161
1832 Asset Management
Ontario, Canada
$1.19M +$1.03M +2,222 +1,015%
MCM
1162
Monument Capital Management
Virginia
$1.18M -$3.25K -7 -0.3%
SAG
1163
SageView Advisory Group
California
$1.18M +$1.13M +2,425 New
SI
1164
Symmetry Investments
Jersey
$1.17M -$5.32M -11,447 -83%
MCM
1165
Mendel Capital Management
Arkansas
$1.17M -$7.43K -16 -0.7%
DFC
1166
DB Fitzpatrick & Co
Idaho
$1.17M -$130K -279 -10%
HVIA
1167
Hudson Valley Investment Advisors
New York
$1.16M -$155K -333 -12%
WSC
1168
Wellington Shields & Co
New York
$1.16M
DSC
1169
Duncker Streett & Co
Missouri
$1.16M +$14.4K +31 +1%
MG
1170
Marex Group
$1.16M +$1.1M +2,377 New
TPW
1171
TL Private Wealth
Texas
$1.15M
RCIM
1172
Red Cedar Investment Management
Michigan
$1.15M +$203K +436 +23%
SFO
1173
Stokes Family Office
Louisiana
$1.15M +$93.9K +202 +9%
EHWM
1174
Eads & Heald Wealth Management
Georgia
$1.14M -$21.8K -47 -2%
CPC
1175
Congress Park Capital
New York
$1.14M +$225K +485 +26%

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.