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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
PWMG
1351
Prestige Wealth Management Group
New Jersey
$825K +$18.1K +39 +2%
DA
1352
Duality Advisers
Florida
$825K +$788K +1,695 New
GA
1353
Goldstein Advisors
Wisconsin
$823K +$786K +1,692 New
TC
1354
Titleist Capital
Texas
$819K +$5.58K +12 +0.7%
PA
1355
Procyon Advisors
Connecticut
$819K +$542K +1,167 +226%
CAM
1356
Carret Asset Management
New York
$818K -$15.3K -33 -2%
EFSCE
1357
Enterprise Financial Services Corp (EFSC)
Missouri
$817K -$344K -740 -31%
OFA
1358
Oak Family Advisors
Illinois
$813K
PAM
1359
Premier Asset Management
Illinois
$812K -$116K -249 -13%
WTB
1360
Washington Trust Bank
Washington
$812K -$10.2K -22 -1%
SA
1361
SL Advisors
New Jersey
$811K
BMCM
1362
Bryn Mawr Capital Management
Pennsylvania
$806K +$770K +1,657 New
DWM
1363
Darwin Wealth Management
Florida
$805K -$59.9K -129 -7%
SSWM
1364
Strait & Sound Wealth Management
California
$804K +$835K +1,797 New
GHAM
1365
Gilman Hill Asset Management
Connecticut
$801K -$39.5K -85 -5%
KFGK
1366
Keystone Financial Group (Kentucky)
Kentucky
$800K -$153K -330 -17%
BOTW
1367
Bank of the West
California
$799K -$69.2K -149 -8%
AWM
1368
Accurate Wealth Management
Florida
$797K +$57.2K +123 +8%
PFGIA
1369
Patriot Financial Group Insurance Agency
Massachusetts
$796K -$90.6K -195 -11%
GWM
1370
GDS Wealth Management
Texas
$793K +$9.76K +21 +1%
BWM
1371
Baystate Wealth Management
Massachusetts
$791K +$103K +222 +16%
WBG
1372
Wharton Business Group
Pennsylvania
$788K
KMWM
1373
Keudell/Morrison Wealth Management
Oregon
$788K -$11.2K -24 -1%
CA
1374
Crumly & Associates
Illinois
$788K +$66K +142 +10%
RRA
1375
Round Rock Advisors
Connecticut
$787K -$242K -520 -24%

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.