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Lockheed Martin

2,315 hedge funds and large institutions have $97B invested in Lockheed Martin in 2022 Q4 according to their latest regulatory filings, with 326 funds opening new positions, 828 increasing their positions, 865 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

254% more first-time investments, than exits

New positions opened: 326 | Existing positions closed: 92

73% more funds holding in top 10

Funds holding in top 10: 60104 (+44)

27% more capital invested

Capital invested by funds: $76.1B → $97B (+$20.9B)

21% more call options, than puts

Call options by funds: $2.95B | Put options by funds: $2.43B

9% more funds holding

Funds holding: 2,1292,315 (+186)

0.67% more ownership

Funds ownership: 74.51%75.18% (+0.67%)

4% less repeat investments, than reductions

Existing positions increased: 828 | Existing positions reduced: 865

Holders
2,315
Holders Change
+186
Holders Change %
+8.74%
% of All Funds
37.21%
Holding in Top 10
104
Holding in Top 10 Change
+44
Holding in Top 10 Change %
+73.33%
% of All Funds
1.67%
New
326
Increased
828
Reduced
865
Closed
92
Calls
$2.95B
Puts
$2.43B
Net Calls
+$513M
Net Calls Change
-$172M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
1326
Vontobel Holding
Switzerland
$857K -$353K -760 -30%
BFW
1327
Brady Family Wealth
Missouri
$855K +$816K +1,757 New
WFA
1328
Wade Financial Advisory
California
$854K -$46.5K -100 -5%
WMA
1329
Wealth Management Associates
New Jersey
$853K +$173K +373 +27%
AWM
1330
Absher Wealth Management
North Carolina
$853K +$30.2K +65 +4%
FPIS
1331
Financial Planning & Information Services
Wisconsin
$849K +$111K +239 +16%
OFG
1332
OmniStar Financial Group
North Carolina
$846K -$36.7K -79 -4%
PWLP
1333
Prio Wealth Limited Partnership
Massachusetts
$844K -$4.65K -10 -0.6%
MCCA
1334
Mill Creek Capital Advisors
Pennsylvania
$844K +$806K +1,734 New
FMII
1335
Farmers & Merchants Investments Inc
Nebraska
$842K -$58.5K -126 -7%
CT
1336
Columbia Trust
Oregon
$841K -$149K -321 -16%
MMPW
1337
Mitchell McLeod Pugh & Williams
Alabama
$841K -$24.6K -53 -3%
XS
1338
XR Securities
Illinois
$840K +$77.1K +166 +11%
FFWA
1339
FRG Family Wealth Advisors
Washington
$839K -$34.9K -75 -4%
APA
1340
Astoria Portfolio Advisors
New York
$837K +$112K +242 +15%
WPA
1341
West Paces Advisors
Georgia
$837K -$21.8K -47 -3%
PIA
1342
Pinion Investment Advisors
Kansas
$835K -$145K -311 -15%
MA
1343
MONECO Advisors
Connecticut
$834K +$2.79K +6 +0.4%
ETH
1344
Exos TFP Holdings
New York
$833K -$3.72K -8 -0.5%
QPW
1345
Quantum Private Wealth
Florida
$829K -$179K -385 -18%
VEA
1346
Virtus ETF Advisers
New York
$828K -$8.36K -18 -1%
HI
1347
Hudock Inc
Pennsylvania
$828K -$82.2K -177 -9%
RPCONE
1348
Retirement Planning Company of New England
Rhode Island
$827K +$11.2K +24 +1%
MFG
1349
MidWestOne Financial Group
Iowa
$826K
KA
1350
Klingman & Associates
New York
$826K +$2.79K +6 +0.4%

LMT Hedge Fund Activity: Q4 2022 in Review

2,315 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2022, worth a combined $97B — up 27% from $76.1B a quarter earlier.

Buyers outnumbered sellers: 326 funds opened new LMT positions and 92 closed out — a net gain of 234 holders — while 828 added to existing stakes and 865 trimmed.

The largest buyer was Bank of America, adding an estimated $796M. The largest seller was Capital World Investors, cutting an estimated $698M.

  • 2,315 institutional investors held Lockheed Martin (LMT) as of Q4 2022, up from 2,129 in Q3 2022.
  • Funds reported $97B of Lockheed Martin stock for Q4 2022, up 27% quarter-over-quarter.
  • 326 funds opened new Lockheed Martin positions in Q4 2022 and 92 closed out, a net change of +234 holders.
  • The largest Lockheed Martin buyer in Q4 2022 was Bank of America, an estimated $796M added.
  • The largest Lockheed Martin seller in Q4 2022 was Capital World Investors, an estimated $698M sold.

Based on aggregated 13F filings for Q4 2022.