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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
KMWM
1351
Keudell/Morrison Wealth Management
Oregon
$635K +$33K +79 +5%
PA
1352
PFG Advisors
Arizona
$635K +$51.4K +123 +8%
BFA
1353
BMS Financial Advisors
South Dakota
$632K -$23.8K -57 -3%
KFA
1354
Krane Funds Advisors
New York
$630K -$53.4K -128 -7%
QCG
1355
Quadrant Capital Group
Ohio
$629K +$69.7K +167 +11%
BC
1356
Burleson & Co
California
$627K +$1.25K +3 +0.2%
CI
1357
Cavalier Investments
Georgia
$625K -$243K -581 -26%
WBG
1358
Wharton Business Group
Pennsylvania
$625K
MMG
1359
Monetary Management Group
Missouri
$623K
SIM
1360
Sentry Investment Management
Wisconsin
$622K -$21.3K -51 -3%
GWM
1361
GDS Wealth Management
Texas
$622K +$17.5K +42 +3%
XWM
1362
Xcel Wealth Management
Florida
$620K +$94K +225 +16%
KC
1363
Kingfisher Capital
North Carolina
$619K +$347K +831 +108%
BPCE
1364
Bank Pictet & Cie (Europe)
Germany
$618K
CFP
1365
Cypress Financial Planning
New Jersey
$617K +$52.2K +125 +8%
NEI
1366
Northwest & Ethical Investments
Ontario, Canada
$617K
KFSC
1367
Keystone Financial Services (Colorado)
Colorado
$616K -$20.5K -49 -4%
CG
1368
Caprock Group
Idaho
$616K +$28.4K +68 +4%
AFP
1369
Ausdal Financial Partners
Iowa
$615K -$40.1K -96 -6%
EWA
1370
EverSource Wealth Advisors
Alabama
$614K -$43.8K -105 -6%
ETIA
1371
Epic Trust Investment Advisors
Washington
$613K +$65.1K +156 +11%
LWAM
1372
Legacy Wealth Asset Management
Minnesota
$612K -$361K -865 -35%
EA
1373
Emerald Advisors
Washington
$610K +$32.6K +78 +5%
VT
1374
Vise Technologies
New York
$603K -$804K -1,926 -55%
XS
1375
XR Securities
Illinois
$603K +$244K +585 +60%

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.