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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
RWA
1226
Ropes Wealth Advisors
Massachusetts
$805K
PA
1227
Profund Advisors
Maryland
$803K -$418 -1 -0%
SCM
1228
SOL Capital Management
Maryland
$801K -$35.5K -85 -4%
TC
1229
Trust Company
Kansas
$800K +$1.25K +3 +0.1%
SDAM
1230
Shulman DeMeo Asset Management
New York
$799K -$5.01K -12 -0.6%
MLA
1231
My Legacy Advisors
Oregon
$798K +$68.1K +163 +9%
GWM
1232
Geneos Wealth Management
Colorado
$796K -$500K -1,197 -37%
THWM
1233
Taylor Hoffman Wealth Management
Virginia
$795K +$10.4K +25 +1%
CT
1234
Columbia Trust
Oregon
$792K -$306K -733 -26%
CTA
1235
Chesley Taft & Associates
Illinois
$791K +$25.1K +60 +3%
VAM
1236
Verity Asset Management
North Carolina
$790K +$853K +2,044 New
WF
1237
Williams Financial
Vermont
$788K -$41.8K -100 -5%
FPB
1238
First PREMIER Bank
South Dakota
$788K
CC
1239
Cornerstone Capital
California
$786K
PIA
1240
Pinion Investment Advisors
Kansas
$783K -$12.9K -31 -2%
WBC
1241
West Branch Capital
Massachusetts
$778K
CCM
1242
Cribstone Capital Management
Maine
$777K -$1.79M -4,279 -68%
SS
1243
Sunbelt Securities
Texas
$774K -$125K -300 -13%
PAWC
1244
P.A.W. Capital
Connecticut
$773K
SNBOSCI
1245
Security National Bank of Sioux City Iowa
Iowa
$773K
JCA
1246
Jade Capital Advisors
New Jersey
$773K +$835K +2,000 New
NWM
1247
Northcape Wealth Management
New York
$772K +$261K +625 +45%
BEI
1248
Benjamin Edwards Inc
Missouri
$769K -$28.8K -69 -3%
GIM
1249
Groesbeck Investment Management
New Jersey
$768K
SF
1250
Symphony Financial
Texas
$766K -$39.7K -95 -5%

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.