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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
State of New Jersey Common Pension Fund D
101
State of New Jersey Common Pension Fund D
New Jersey
$68.3M +$192K +413 +0.3%
ZIG
102
Zurich Insurance Group
Switzerland
$67.5M +$30.5M +65,618 +90%
HNB
103
Huntington National Bank
Ohio
$65.7M +$5.58M +12,016 +10%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$65.5M -$1.3M -2,808 -2%
BHC
105
Bowen Hanes & Co
Florida
$60.9M -$897K -1,931 -2%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$60.8M +$102K +219 +0.2%
ZIM
107
Zacks Investment Management
Illinois
$60.4M +$2.57M +5,535 +5%
Robeco Institutional Asset Management
108
Robeco Institutional Asset Management
Netherlands
$59.7M -$5.48M -11,791 -9%
AIA
109
Avalon Investment & Advisory
Texas
$58.4M +$10.1M +21,810 +22%
Treasurer of the State of North Carolina
110
Treasurer of the State of North Carolina
North Carolina
$58.3M +$3.45M +7,422 +7%
FWCM
111
Ferguson Wellman Capital Management
Oregon
$58.1M +$14.6M +31,486 +36%
VOYA Investment Management
112
VOYA Investment Management
Georgia
$58M +$2.08M +4,481 +4%
Lord, Abbett & Co
113
Lord, Abbett & Co
New Jersey
$57M -$7.51M -16,166 -12%
AAMU
114
AEGON Asset Management (UK)
United Kingdom
$56M
HIIFS
115
Harel Insurance Investments & Financial Services
Israel
$55.8M -$74.3K -160 -0.1%
Macquarie Group
116
Macquarie Group
Australia
$55M -$10M -21,557 -16%
WG
117
Welch Group
Alabama
$54M -$282K -607 -0.5%
Susquehanna International Group
118
Susquehanna International Group
Pennsylvania
$53.8M -$75.5M -162,468 -60%
Rockefeller Capital Management
119
Rockefeller Capital Management
New York
$53.3M +$909K +1,956 +2%
Jane Street
120
Jane Street
New York
$52.5M -$7.87M -16,940 -14%
Asset Management One
121
Asset Management One
Japan
$52.4M -$1.87M -4,033 -4%
Cerity Partners
122
Cerity Partners
New York
$52M +$27.2M +58,485 +121%
RCM
123
RNC Capital Management
California
$51.8M +$506K +1,088 +1%
DCM
124
Donaldson Capital Management
Indiana
$51.4M +$1.1M +2,373 +2%
AC
125
Avenir Corporation
Virginia
$51.3M -$500K -1,075 -1%

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.