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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
1276
Redhawk Wealth Advisors
Minnesota
$739K +$799K +1,914 New
VCA
1277
Verdence Capital Advisors
Maryland
$738K -$7.52K -18 -0.9%
NFC
1278
Northeast Financial Consultants
Connecticut
$734K +$197K +472 +33%
GTAM
1279
Global Trust Asset Management
Florida
$733K -$13.8K -33 -2%
DC
1280
DeDora Capital
California
$733K -$4.59K -11 -0.6%
SFI
1281
SPC Financial Inc
Maryland
$731K -$24.6K -59 -3%
HSG
1282
Helen Stephens Group
Texas
$731K -$14.6K -35 -2%
CWA
1283
Clearview Wealth Advisors
Oregon
$729K -$8.35K -20 -1%
HI
1284
Hudock Inc
Pennsylvania
$725K +$2.5K +6 +0.3%
AWAP
1285
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$722K -$11.7K -28 -1%
JHP
1286
James Hambro & Partners
United Kingdom
$722K +$20.9K +50 +3%
CHA
1287
Carmichael Hill & Associates
Maryland
$721K -$5.01K -12 -0.6%
MP
1288
McDonald Partners
Ohio
$718K -$990K -2,371 -56%
RMAM
1289
Raab & Moskowitz Asset Management
New Jersey
$718K -$13.8K -33 -2%
CPC
1290
Congress Park Capital
New York
$718K +$127K +305 +20%
WFA
1291
Wade Financial Advisory
California
$717K -$45.9K -110 -6%
FMII
1292
Farmers & Merchants Investments Inc
Nebraska
$717K +$12.5K +30 +2%
MWC
1293
MBM Wealth Consultants
Missouri
$716K +$5.85K +14 +0.8%
WANY
1294
Wealthspire Advisors (New York)
New York
$714K +$37.6K +90 +5%
NP
1295
NorthRock Partners
Minnesota
$714K +$88.1K +211 +13%
RB
1296
Rodgers Brothers
Pennsylvania
$713K -$20.9K -50 -3%
KS
1297
Karpas Strategies
Connecticut
$712K +$1.67K +4 +0.2%
BC
1298
Barrett & Company
Rhode Island
$708K +$608K +1,455 New
RFM
1299
Royal Fund Management
Florida
$708K -$350K -839 -31%
PFGIA
1300
Patriot Financial Group Insurance Agency
Massachusetts
$707K +$51.4K +123 +7%

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.