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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
NIM
1301
NuWave Investment Management
New Jersey
$706K +$495K +1,185 +185%
FCA
1302
FinTrust Capital Advisors
South Carolina
$705K -$52.6K -126 -7%
OFW
1303
Omnia Family Wealth
Florida
$704K
OFG
1304
OmniStar Financial Group
North Carolina
$701K +$18.8K +45 +3%
GA
1305
Geller Advisors
New York
$698K -$72.7K -174 -9%
MM
1306
MQS Management
New York
$698K +$326K +780 +76%
CSB
1307
City State Bank
Iowa
$696K -$7.52K -18 -1%
FFWA
1308
FRG Family Wealth Advisors
Washington
$695K -$52.2K -125 -6%
DAM
1309
Diamant Asset Management
Connecticut
$695K
BBP
1310
Banco BTG Pactual
Brazil
$695K +$752K +1,800 New
AT
1311
American Trust
Kentucky
$694K -$8.77K -21 -1%
NFG
1312
Norris Financial Group
South Carolina
$693K +$12.9K +31 +2%
BOTW
1313
Bank of the West
California
$692K -$51.4K -123 -6%
TF
1314
Trek Financial
Arizona
$692K +$6.68K +16 +0.9%
RB
1315
Renasant Bank
Mississippi
$691K +$192K +459 +35%
BHB
1316
Bank Hapoalim BM
Israel
$688K -$7.1K -17 -0.9%
MMPW
1317
Mitchell McLeod Pugh & Williams
Alabama
$688K +$24.2K +58 +3%
FAIM
1318
Financial Advocates Investment Management
Washington
$684K -$61.4K -147 -6%
1IA
1319
1620 Investment Advisors
Massachusetts
$683K
WPA
1320
West Paces Advisors
Georgia
$682K +$2.09K +5 +0.3%
MIC
1321
Means Investment Company
Maine
$682K +$2.09K +5 +0.3%
CWP
1322
Concord Wealth Partners
Virginia
$678K +$27.1K +65 +4%
WKWM
1323
Walter & Keenan Wealth Management
Indiana
$675K +$6.26K +15 +0.9%
GCA
1324
Gradient Capital Advisors
California
$675K +$13.8K +33 +2%
PWLP
1325
Prio Wealth Limited Partnership
Massachusetts
$674K +$36.3K +87 +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.