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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
RC
1426
Rovin Capital
Arizona
$622K -$253K -623 -31%
IF
1427
Ironwood Financial
Arizona
$622K
NF
1428
Nvest Financial
New Hampshire
$622K +$571K +1,409 New
TW
1429
Transform Wealth
Colorado
$619K +$13K +32 +2%
MWM
1430
Mission Wealth Management
California
$617K -$21.1K -52 -4%
FDCC
1431
Foster Dykema Cabot & Co
Massachusetts
$616K
EIA
1432
Edgemoor Investment Advisors
Maryland
$615K -$11.4K -28 -2%
IUHSA
1433
Itau Unibanco Holding S.A.
Brazil
$615K +$565K +1,393 New
UF
1434
Univest Financial
Pennsylvania
$614K -$126K -311 -18%
GPA
1435
Garrison Point Advisors
California
$614K -$4.05K -10 -0.7%
PCA
1436
Personal Capital Advisors
California
$611K -$552K -1,362 -50%
FDS
1437
Freedom Day Solutions
Texas
$611K +$289K +713 +106%
SFI
1438
Siemens Fonds Invest
Germany
$610K
XWM
1439
Xcel Wealth Management
Florida
$609K -$2.92M -7,197 -84%
EWM
1440
Empirical Wealth Management
Washington
$606K -$156K -385 -22%
TW
1441
TrinityPoint Wealth
Connecticut
$604K +$13.8K +34 +3%
RB
1442
Renasant Bank
Mississippi
$601K -$88K -217 -14%
LNWTC
1443
Laird Norton Wetherby Trust Company
Washington
$599K -$2.03K -5 -0.4%
WS
1444
Wela Strategies
Georgia
$598K -$30.8K -76 -5%
ZIG
1445
Zullo Investment Group
Pennsylvania
$597K +$4.05K +10 +0.7%
TC
1446
Truvestments Capital
Florida
$597K +$16.6K +41 +3%
FAIM
1447
Financial Advocates Investment Management
Washington
$596K +$73.8K +182 +16%
TSWM
1448
Triangle Securities Wealth Management
North Carolina
$595K -$17.4K -43 -3%
EI
1449
Ethic Inc
New York
$593K +$545K +1,344 New
WMA
1450
Wealth Management Associates
New Jersey
$591K +$38.5K +95 +8%

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.