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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
SW
1326
SteelPeak Wealth
California
$752K -$454K -1,121 -40%
KA
1327
Klingman & Associates
New York
$751K +$690K +1,703 New
SI
1328
Symmetry Investments
Jersey
$750K +$689K +1,700 New
MFG
1329
MidWestOne Financial Group
Iowa
$749K
LCP
1330
Legacy Capital Partners
Wisconsin
$746K +$20.3K +50 +3%
RRA
1331
Round Rock Advisors
Connecticut
$746K +$685K +1,689 New
NEI
1332
Northwest & Ethical Investments
Ontario, Canada
$745K -$47K -116 -6%
GWM
1333
Gray Wealth Management
Maine
$744K +$12.6K +31 +2%
MMM
1334
Mendel Money Management
Illinois
$739K +$189K +465 +38%
FCFC
1335
First Commonwealth Financial Corp
Pennsylvania
$737K -$43.8K -108 -6%
GWM
1336
GDS Wealth Management
Texas
$737K +$10.1K +25 +2%
PA
1337
PFG Advisors
Arizona
$737K +$33.2K +82 +5%
MCM
1338
Maple Capital Management
Vermont
$736K +$80.7K +199 +14%
GCA
1339
Gradient Capital Advisors
California
$735K +$60.4K +149 +10%
1IA
1340
1834 Investment Advisors
Wisconsin
$733K -$8.63M -21,281 -93%
MA
1341
MONECO Advisors
Connecticut
$733K +$6.49K +16 +1%
DA
1342
Doliver Advisors
Texas
$732K -$679K -1,675 -50%
SA
1343
SL Advisors
New Jersey
$732K -$11.8K -29 -2%
CCMD
1344
Cypress Capital Management (Delaware)
Delaware
$731K +$20.3K +50 +3%
SWMP
1345
Signature Wealth Management Partners
New Jersey
$730K -$107K -263 -14%
AWM
1346
Accurate Wealth Management
Florida
$728K -$40.5K -100 -6%
KPW
1347
Kore Private Wealth
New York
$727K
PWLP
1348
Prio Wealth Limited Partnership
Massachusetts
$727K +$57.6K +142 +9%
BFA
1349
BMS Financial Advisors
South Dakota
$723K +$12.6K +31 +2%
PP
1350
Patron Partners
Texas
$723K +$72.2K +178 +12%

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.