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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
LFA
1176
Legacy Financial Advisors
Kentucky
$1.14M +$168K +361 +18%
PA
1177
Profund Advisors
Maryland
$1.14M +$122K +263 +13%
PP
1178
Patten & Patten
Tennessee
$1.14M -$2.32K -5 -0.2%
FCBT
1179
First Citizens Bank & Trust
North Carolina
$1.14M +$12.5K +27 +1%
CRC
1180
Curi RMB Capital
Illinois
$1.14M -$164K -352 -13%
TF
1181
Trek Financial
Arizona
$1.13M +$243K +523 +29%
PTP
1182
Platform Technology Partners
New York
$1.13M +$486K +1,045 +82%
FG
1183
Fiduciary Group
Georgia
$1.12M +$9.29K +20 +0.9%
LJAC
1184
L.J. Altfest & Co
New York
$1.12M -$29.3K -63 -3%
CFS
1185
CRA Financial Services
New Jersey
$1.12M -$50.2K -108 -4%
CA
1186
Cornerstone Advisory
Maryland
$1.11M +$929 +2 +0.1%
PG
1187
Patten Group
Tennessee
$1.11M +$14.4K +31 +1%
HCWM
1188
Harrison & Co Wealth Management
Virginia
$1.11M -$23.7K -51 -2%
DCM
1189
Dupont Capital Management
Delaware
$1.11M +$70.6K +152 +7%
AGP
1190
Autumn Glory Partners
Texas
$1.11M +$585K +1,258 +123%
RIA
1191
Richwood Investment Advisors
Ohio
$1.1M +$23.2K +50 +2%
BA
1192
Birinyi Associates
Connecticut
$1.09M -$1.31M -2,828 -56%
HNWAG
1193
High Net Worth Advisory Group
Florida
$1.09M +$794K +1,709 +317%
MTC
1194
Matrix Trust Company
Colorado
$1.09M +$151K +325 +17%
KFP
1195
Keystone Financial Planning
Ohio
$1.09M
ADL
1196
Asset Dedication LLC
California
$1.09M -$270K -580 -21%
APW
1197
Acima Private Wealth
Virginia
$1.09M
EI
1198
Ethic Inc
New York
$1.08M -$257K -554 -20%
GIBU
1199
Gulf International Bank (UK)
United Kingdom
$1.08M +$13.9K +30 +1%
CB
1200
Centennial Bank
Arkansas
$1.08M +$1.03M +2,217 New

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.