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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
GHAM
1326
Gilman Hill Asset Management
Connecticut
$669K -$15.9K -38 -2%
BST
1327
Bath Savings Trust
Maine
$665K +$58.5K +140 +9%
ETH
1328
Exos TFP Holdings
New York
$665K +$719K +1,721 New
VEA
1329
Virtus ETF Advisers
New York
$664K +$4.18K +10 +0.6%
CAM
1330
Carret Asset Management
New York
$662K +$418 +1 +0.1%
CCM
1331
Compton Capital Management
Rhode Island
$659K -$129K -309 -15%
MA
1332
MONECO Advisors
Connecticut
$659K +$15.4K +37 +2%
MFG
1333
MidWestOne Financial Group
Iowa
$656K
KA
1334
Klingman & Associates
New York
$654K +$2.09K +5 +0.3%
WTB
1335
Washington Trust Bank
Washington
$653K -$27.1K -65 -4%
AWM
1336
Absher Wealth Management
North Carolina
$652K -$1.25K -3 -0.2%
CPIG
1337
Chicago Partners Investment Group
Illinois
$650K +$186K +446 +51%
AAMC
1338
Asset Allocation & Management Company
Illinois
$649K
RPCONE
1339
Retirement Planning Company of New England
Rhode Island
$647K +$1.67K +4 +0.2%
SFP
1340
Sweet Financial Partners
Minnesota
$647K +$64.3K +154 +10%
OFA
1341
Oak Family Advisors
Illinois
$646K +$418 +1 +0.1%
TC
1342
Titleist Capital
Texas
$646K +$177K +423 +34%
SA
1343
SL Advisors
New Jersey
$644K +$835 +2 +0.1%
PP
1344
Patron Partners
Texas
$644K +$27.6K +66 +4%
CCMD
1345
Cypress Capital Management (Delaware)
Delaware
$640K
PWMG
1346
Prestige Wealth Management Group
New Jersey
$640K +$26.7K +64 +4%
IAP
1347
Indie Asset Partners
Indiana
$637K
AWM
1348
Accurate Wealth Management
Florida
$636K -$24.6K -59 -4%
MA
1349
MJP Associates
Connecticut
$636K +$7.1K +17 +1%
APA
1350
Astoria Portfolio Advisors
New York
$636K +$195K +468 +40%

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.