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Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
GWANC
1301
Guardian Wealth Advisors (North Carolina)
North Carolina
$793K +$34.1K +84 +5%
ADL
1302
Asset Dedication LLC
California
$786K -$13K -32 -2%
MWM
1303
Minot Wealth Management
Massachusetts
$783K +$16.2K +40 +2%
GSEP
1304
Golden State Equity Partners
California
$783K +$719K +1,773 New
BS
1305
Boenning & Scattergood
Pennsylvania
$782K -$21.9K -54 -3%
HNW
1306
High Note Wealth
Minnesota
$779K +$715K +1,765 New
SWA
1307
Sutton Wealth Advisors
Florida
$778K +$43K +106 +6%
OFG
1308
OmniStar Financial Group
North Carolina
$775K -$252K -621 -26%
AWM
1309
Absher Wealth Management
North Carolina
$773K -$1.85M -4,557 -72%
MIC
1310
Means Investment Company
Maine
$773K +$201K +495 +39%
ECM
1311
ExodusPoint Capital Management
New York
$772K +$709K +1,749 New
MLA
1312
My Legacy Advisors
Oregon
$772K +$709K +1,749 New
MWA
1313
Monograph Wealth Advisors
California
$771K +$19.1K +47 +3%
TYCC
1314
Texas Yale Capital Corp
Florida
$769K -$187K -462 -21%
TF
1315
Trek Financial
Arizona
$769K -$184K -454 -21%
RWM
1316
Ritholtz Wealth Management
New York
$769K +$249K +614 +54%
SFFS
1317
Stonehage Fleming Financial Services
Jersey
$767K
RPCONE
1318
Retirement Planning Company of New England
Rhode Island
$765K
WKWM
1319
Walter & Keenan Wealth Management
Indiana
$765K
TNBTD
1320
Trustmark National Bank Trust Department
Mississippi
$764K -$6.08K -15 -0.9%
TCA
1321
Transcend Capital Advisors
New Jersey
$762K -$268K -661 -28%
SA
1322
Strategic Advisors
New York
$760K +$4.05K +10 +0.6%
MWC
1323
MBM Wealth Consultants
Missouri
$759K -$89.2K -220 -11%
LCM
1324
Logan Capital Management
Pennsylvania
$757K +$83.5K +206 +14%
CAM
1325
Carret Asset Management
New York
$754K

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.