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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
Marshall Wace
126
Marshall Wace
United Kingdom
$42.2M -$126M -300,966 -73%
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$41.6M +$9.88M +23,659 +28%
AC
128
Avenir Corporation
Virginia
$41.1M +$242K +580 +0.5%
RCM
129
RNC Capital Management
California
$40.7M +$194K +465 +0.4%
RPI
130
Railway Pension Investments
United Kingdom
$40.6M -$1.84M -4,400 -4%
DCM
131
Donaldson Capital Management
Indiana
$39.9M +$485K +1,161 +1%
ORIO
132
Old Republic International (ORI)
Illinois
$38.9M
AIA
133
Avalon Investment & Advisory
Texas
$37.9M +$187K +447 +0.5%
RG
134
Rathbones Group
United Kingdom
$36.8M -$175K -419 -0.4%
LCAM
135
London & Capital Asset Management
United Kingdom
$36.3M +$609K +1,458 +2%
PI
136
Putnam Investments
Massachusetts
$36.3M +$15.1M +36,131 +62%
GLA
137
Great Lakes Advisors
Illinois
$35.9M -$871K -2,087 -2%
SIC
138
Schwartz Investment Counsel
Michigan
$35.2M
MAM
139
Martingale Asset Management
Massachusetts
$35.1M -$123K -295 -0.3%
USAA
140
United Services Automobile Association
Texas
$34.1M +$37.2K +89 +0.1%
FWCM
141
Ferguson Wellman Capital Management
Oregon
$34M +$10.8M +25,937 +42%
Cambridge Investment Research Advisors
142
Cambridge Investment Research Advisors
Iowa
$33.9M -$800K -1,915 -2%
Qube Research & Technologies (QRT)
143
Qube Research & Technologies (QRT)
United Kingdom
$33.8M -$46.7M -111,858 -56%
GC
144
Guggenheim Capital
Illinois
$33.7M -$5.7M -13,649 -14%
PFPT
145
Pinnacle Financial Partners (Tennessee)
Tennessee
$33.4M +$4.05M +9,704 +13%
Carson Wealth (CWM LLC)
146
Carson Wealth (CWM LLC)
Nebraska
$32.8M +$703K +1,684 +2%
MML Investors Services
147
MML Investors Services
Massachusetts
$32.7M +$2.23M +5,336 +7%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$32.7M +$4.38M +10,498 +14%
CI
149
Conning Inc
Connecticut
$32.5M -$531K -1,272 -1%
OWP
150
Obermeyer Wealth Partners
Colorado
$32.3M -$912K -2,183 -3%

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.