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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
ZCA
1376
Zeke Capital Advisors
Pennsylvania
$690K +$633K +1,562 New
NL
1377
NWAM LLC
Washington
$686K +$267K +658 +73%
WF
1378
Warner Financial
Maryland
$683K
LCM
1379
Lattice Capital Management
Washington
$682K +$3.24K +8 +0.6%
WDG
1380
Wealth Dimensions Group
Ohio
$680K +$98.9K +244 +19%
SAM
1381
Secure Asset Management
Michigan
$679K +$63.6K +157 +11%
CA
1382
Crumly & Associates
Illinois
$678K +$44.2K +109 +8%
FANJ
1383
Financial Architects (New Jersey)
New Jersey
$676K -$35.7K -88 -5%
QCG
1384
Quadrant Capital Group
Ohio
$676K +$184K +454 +42%
MCM
1385
Monarch Capital Management
Indiana
$673K +$59.2K +146 +11%
NWM
1386
Northcape Wealth Management
New York
$672K +$206K +508 +50%
AAM
1387
Auxier Asset Management
Oregon
$671K
CIA
1388
Cohen Investment Advisors
New Hampshire
$671K +$6.08K +15 +1%
IP
1389
Investment Partners
Ohio
$667K -$29.6K -73 -5%
1IA
1390
1620 Investment Advisors
Massachusetts
$666K
FPIS
1391
Financial Planning & Information Services
Wisconsin
$665K
MSCM
1392
McElhenny Sheffield Capital Management
Texas
$664K
6F
1393
626 Financial
Michigan
$664K +$55.5K +137 +10%
AAP
1394
Aristotle Atlantic Partners
Florida
$662K
BPCE
1395
Bank Pictet & Cie (Europe)
Germany
$662K +$203K +500 +50%
PFMU
1396
Privium Fund Management (UK)
United Kingdom
$662K +$608K +1,500 New
ECAM
1397
East Coast Asset Management
Massachusetts
$661K -$10.1K -25 -2%
WANY
1398
Wealthspire Advisors (New York)
New York
$659K -$291K -718 -32%
CMS
1399
Capital Market Strategies
Florida
$659K +$244K +601 +67%
WA
1400
WBH Advisory
Maryland
$653K -$20.3K -50 -3%

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.