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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
CT
1376
Cambridge Trust
Massachusetts
$602K -$23K -55 -3%
WF
1377
Warner Financial
Maryland
$598K
CC
1378
Centiva Capital
New York
$597K -$2.04M -4,878 -76%
CWS
1379
Cypress Wealth Services
California
$597K -$56K -134 -8%
PWPS
1380
Pinnacle Wealth Planning Services
Ohio
$597K +$5.85K +14 +0.9%
WDG
1381
Wealth Dimensions Group
Ohio
$596K -$835 -2 -0.1%
KPW
1382
Kore Private Wealth
New York
$595K +$18.4K +44 +3%
SFG
1383
Steward Financial Group
Texas
$593K -$313K -749 -33%
TWA
1384
TCI Wealth Advisors
Arizona
$592K -$6.68K -16 -1%
SWMP
1385
Signature Wealth Management Partners
New Jersey
$591K -$50.1K -120 -7%
ZCA
1386
Zeke Capital Advisors
Pennsylvania
$591K +$2.5K +6 +0.4%
AAM
1387
Auxier Asset Management
Oregon
$587K
FPIS
1388
Financial Planning & Information Services
Wisconsin
$582K
MSCM
1389
McElhenny Sheffield Capital Management
Texas
$581K
AAP
1390
Aristotle Atlantic Partners
Florida
$579K
CMS
1391
Capital Market Strategies
Florida
$579K +$2.09K +5 +0.3%
MCM
1392
Monarch Capital Management
Indiana
$579K +$5.85K +14 +0.9%
MS
1393
Maven Securities
Jersey
$579K +$626K +1,500 New
CIA
1394
Cohen Investment Advisors
New Hampshire
$578K -$8.77K -21 -1%
FNBSF
1395
First National Bank Sioux Falls
South Dakota
$575K +$10K +24 +2%
SCM
1396
Stevens Capital Management
Pennsylvania
$574K +$620K +1,485 New
Verition Fund Management
1397
Verition Fund Management
Connecticut
$573K -$3.99M -9,552 -87%
BFA
1398
Buttonwood Financial Advisors
Maryland
$573K +$63.5K +152 +12%
AI
1399
AXS Investments
New York
$572K -$72.7K -174 -11%
MPAM
1400
Murphy Pohlad Asset Management
Minnesota
$572K -$30.5K -73 -5%

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.