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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
CFG
1401
Carr Financial Group
Massachusetts
$743K +$710K +1,528 New
CI
1402
Cavalier Investments
Georgia
$740K -$45.5K -98 -6%
TWA
1403
TCI Wealth Advisors
Arizona
$739K -$5.58K -12 -0.8%
AAM
1404
Auxier Asset Management
Oregon
$739K
BIM
1405
Baldwin Investment Management
Pennsylvania
$737K -$60.4K -130 -8%
Walleye Trading
1406
Walleye Trading
New York
$737K -$296K -637 -30%
CMS
1407
Capital Market Strategies
Florida
$736K +$6.97K +15 +1%
SWMP
1408
Signature Wealth Management Partners
New Jersey
$735K -$9.29K -20 -1%
AA
1409
Advisory Alpha
Michigan
$733K +$164K +352 +31%
AAP
1410
Aristotle Atlantic Partners
Florida
$730K
NDSI
1411
Newman Dignan & Sheerar Inc
Rhode Island
$729K +$4.65K +10 +0.7%
CT
1412
Cambridge Trust
Massachusetts
$727K -$29.7K -64 -4%
PWPS
1413
Pinnacle Wealth Planning Services
Ohio
$725K -$25.1K -54 -3%
DGAM
1414
Desjardins Global Asset Management
Quebec, Canada
$725K -$848K -1,824 -55%
GJIA
1415
Glass Jacobson Investment Advisors
Maryland
$725K +$692K +1,490 New
EA
1416
Emerald Advisors
Washington
$721K -$45.5K -98 -6%
AWA
1417
Alta Wealth Advisors
Massachusetts
$721K +$78.5K +169 +13%
TNBTD
1418
Trustmark National Bank Trust Department
Mississippi
$720K +$929 +2 +0.1%
TLCM
1419
Twin Lakes Capital Management
California
$719K +$4.18K +9 +0.6%
LCM
1420
Lattice Capital Management
Washington
$718K
PP
1421
Paloma Partners
Connecticut
$717K +$685K +1,474 New
PWW
1422
Pettyjohn Wood & White
Virginia
$715K
OGC
1423
Oak Grove Capital
New Hampshire
$713K -$1.97M -4,247 -74%
CG
1424
CFO4Life Group
Texas
$713K -$6.04K -13 -0.9%
C
1425
CFO4Life
Texas
$713K +$681K +1,466 New

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.