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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
TC
1451
Titleist Capital
Texas
$590K -$133K -328 -20%
WPW
1452
Warther Private Wealth
Ohio
$588K +$535K +1,319 New
WFM
1453
Wolff Financial Management
Michigan
$587K
BFIM
1454
Beese Fulmer Investment Management
Ohio
$585K -$19.5K -48 -3%
CG
1455
Caprock Group
Idaho
$584K -$3.65K -9 -0.7%
MAM
1456
Madison Asset Management
Wisconsin
$583K +$535K +1,320 New
KFSC
1457
Keystone Financial Services (Colorado)
Colorado
$581K +$25.1K +62 +5%
SCM
1458
Schnieders Capital Management
California
$577K +$30.4K +75 +6%
CS
1459
Capital Square
Tennessee
$574K
AC
1460
Abbrea Capital
California
$574K +$22.3K +55 +4%
CI
1461
CX Institutional
Indiana
$573K -$4.45M -10,974 -89%
ERIM
1462
Eagle Ridge Investment Management
Connecticut
$569K -$1.4M -3,450 -73%
MA
1463
MJP Associates
Connecticut
$568K +$75.8K +187 +17%
GAM
1464
Grandview Asset Management
Pennsylvania
$566K +$46.6K +115 +10%
ESCM
1465
Echo Street Capital Management
New York
$566K +$520K +1,282 New
AA
1466
Advisory Alpha
Michigan
$566K +$520K +1,283 New
GWCM
1467
Godshalk Welsh Capital Management
Pennsylvania
$563K
BFA
1468
Buttonwood Financial Advisors
Maryland
$562K +$26.4K +65 +5%
RFG
1469
Range Financial Group
Oregon
$561K -$6.89K -17 -1%
KOC
1470
Koss-Olinger Consulting
Florida
$560K -$153K -377 -23%
SGK
1471
Steigerwald Gordon & Koch
Virginia
$559K +$46.6K +115 +10%
KFS
1472
Kelly Financial Services
Massachusetts
$557K +$4.87K +12 +1%
BWM
1473
Baystate Wealth Management
Massachusetts
$557K +$1.22K +3 +0.2%
ETIA
1474
Epic Trust Investment Advisors
Washington
$556K +$161K +396 +46%
GHAM
1475
Gilman Hill Asset Management
Connecticut
$553K +$24.3K +60 +5%

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.