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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
GJIC
1451
Gamble Jones Investment Counsel
California
$684K
CWP
1452
Concord Wealth Partners
Virginia
$683K -$163K -351 -20%
ACM
1453
Ategra Capital Management
Virginia
$683K +$88.3K +190 +16%
ECAM
1454
East Coast Asset Management
Massachusetts
$680K
CS
1455
Capital Square
Tennessee
$678K -$11.6K -25 -2%
CCG
1456
Chatham Capital Group
Georgia
$676K -$34.9K -75 -5%
FDCC
1457
Foster Dykema Cabot & Co
Massachusetts
$675K
TCA
1458
Transcend Capital Advisors
New Jersey
$675K -$22.8K -49 -3%
CA
1459
Calton & Associates
Florida
$673K +$127K +273 +25%
IA
1460
IFG Advisory
Georgia
$667K -$395K -851 -38%
PIP
1461
Peachtree Investment Partners
Florida
$664K -$35.8K -77 -5%
CGA
1462
Crescent Grove Advisors
Illinois
$663K +$196K +421 +45%
CAG
1463
Curtis Advisory Group
California
$662K -$34.9K -75 -5%
WEPOG
1464
Wealth Enhancement & Preservation of GA
Georgia
$661K +$137K +295 +28%
SWM
1465
Sculati Wealth Management
Michigan
$661K -$1.18M -2,547 -65%
NF
1466
Nvest Financial
New Hampshire
$658K -$35.3K -76 -5%
TSWM
1467
Triangle Securities Wealth Management
North Carolina
$657K +$11.6K +25 +2%
WS
1468
Wela Strategies
Georgia
$657K +$25.6K +55 +4%
LNWTC
1469
Laird Norton Wetherby Trust Company
Washington
$657K +$627K +1,350 New
FCA
1470
FLC Capital Advisors
California
$654K -$1.39K -3 -0.2%
ERIM
1471
Eagle Ridge Investment Management
Connecticut
$651K
HR
1472
Howe & Rusling
New York
$651K +$23.2K +50 +4%
CAL
1473
Capital Advisors Ltd
Ohio
$650K +$30.7K +66 +5%
ZIG
1474
Zullo Investment Group
Pennsylvania
$648K +$6.5K +14 +1%
CFCI
1475
Comprehensive Financial Consultants Institutional
Indiana
$646K -$9.76K -21 -1%

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.