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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
LFA
1251
Legacy Financial Advisors
Kentucky
$766K +$73.5K +176 +10%
NF
1252
Nikulski Financial
Iowa
$765K -$56.4K -135 -6%
KFGK
1253
Keystone Financial Group (Kentucky)
Kentucky
$763K -$35.9K -86 -4%
PTB
1254
Pioneer Trust Bank
Oregon
$763K
DWM
1255
Darwin Wealth Management
Florida
$762K -$70.2K -168 -8%
TYCC
1256
Texas Yale Capital Corp
Florida
$762K +$96K +230 +13%
CG
1257
Cutler Group
California
$762K +$737K +1,766 +849%
GCA
1258
Greenwood Capital Associates
South Carolina
$762K +$824K +1,973 New
KTC
1259
Kistler-Tiffany Companies
Pennsylvania
$758K -$11.7K -28 -1%
EGA
1260
E&G Advisors
Texas
$757K
SMH
1261
Sanders Morris Harris
Texas
$757K
STA
1262
Summit Trail Advisors
New York
$755K -$47.2K -113 -5%
BS
1263
Boenning & Scattergood
Pennsylvania
$754K +$60.5K +145 +8%
RFA
1264
Resurgent Financial Advisors
Georgia
$748K +$111K +265 +16%
IAIM
1265
International Assets Investment Management
Florida
$748K +$809K +1,937 New
SA
1266
Strategic Advisors
New York
$747K +$69.7K +167 +9%
TCB
1267
Texas Capital Bancshares
Texas
$746K
ICM
1268
IMS Capital Management
Oregon
$746K +$1.25K +3 +0.2%
JWBC
1269
J.W. Burns & Co
New York
$743K +$1.25K +3 +0.2%
VCP
1270
Verus Capital Partners
Arizona
$743K +$59.3K +142 +8%
RCIM
1271
Red Cedar Investment Management
Michigan
$742K
MTC
1272
Matrix Trust Company
Colorado
$742K +$256K +614 +47%
BCFD
1273
Boit C.F. David
$742K +$802K +1,920 New
PAM
1274
Premier Asset Management
Illinois
$741K +$557K +1,333 +227%
CFA
1275
Camarda Financial Advisors
Florida
$739K +$581K +1,392 +267%

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.