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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
TNBTD
1401
Trustmark National Bank Trust Department
Mississippi
$571K -$142K -341 -19%
CA
1402
Crumly & Associates
Illinois
$571K -$9.19K -22 -1%
CG
1403
CFO4Life Group
Texas
$571K -$7.93K -19 -1%
WA
1404
WBH Advisory
Maryland
$571K
LCM
1405
Lattice Capital Management
Washington
$570K +$3.76K +9 +0.6%
AssetMark Inc
1406
AssetMark Inc
California
$570K +$5.01K +12 +0.8%
TLCM
1407
Twin Lakes Capital Management
California
$568K +$3.76K +9 +0.6%
PWW
1408
Pettyjohn Wood & White
Virginia
$567K
CCG
1409
Chatham Capital Group
Georgia
$566K +$5.01K +12 +0.8%
RSWM
1410
Robertson Stephens Wealth Management
California
$565K -$134K -320 -18%
CFCI
1411
Comprehensive Financial Consultants Institutional
Indiana
$564K +$835 +2 +0.1%
MAG
1412
MRA Advisory Group
New Jersey
$562K -$42.2K -101 -7%
TT
1413
TI-Trust
Illinois
$560K
WP
1414
Waycross Partners
Kentucky
$560K
PIP
1415
Peachtree Investment Partners
Florida
$557K -$835 -2 -0.1%
FCFC
1416
First Commonwealth Financial Corp
Pennsylvania
$556K -$79.8K -191 -12%
TCA
1417
Transcend Capital Advisors
New Jersey
$555K -$44.3K -106 -7%
TW
1418
TrinityPoint Wealth
Connecticut
$555K -$29.2K -70 -5%
AIC
1419
Argus Investors Counsel
New York
$555K +$57.2K +137 +11%
CAG
1420
Curtis Advisory Group
California
$554K
SW
1421
Solidarity Wealth
Utah
$553K -$157K -375 -25%
NF
1422
Nvest Financial
New Hampshire
$552K -$15.4K -37 -3%
PIM
1423
Perpetual Investment Management
Australia
$550K
BIA
1424
BHK Investment Advisors
Alabama
$550K +$63.1K +151 +12%
CS
1425
Capital Square
Tennessee
$548K +$49.3K +118 +9%

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.