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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
RPI
126
Railway Pension Investments
United Kingdom
$51.1M
TD Asset Management
127
TD Asset Management
Ontario, Canada
$49.9M -$4.28M -9,221 -8%
ORIO
128
Old Republic International (ORI)
Illinois
$49M
PI
129
PineBridge Investments
New York
$48.5M -$18.4M -39,539 -28%
Canada Pension Plan Investment Board
130
Canada Pension Plan Investment Board
Ontario, Canada
$46.2M -$14.4M -31,002 -25%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$45.9M +$4.54M +9,764 +12%
RG
132
Rathbones Group
United Kingdom
$45.3M -$1.03M -2,210 -2%
SIC
133
Schwartz Investment Counsel
Michigan
$44.4M
Cambridge Investment Research Advisors
134
Cambridge Investment Research Advisors
Iowa
$43.5M +$743K +1,599 +2%
MML Investors Services
135
MML Investors Services
Massachusetts
$43.1M +$1.82M +3,916 +5%
USAA
136
United Services Automobile Association
Texas
$42.8M -$237K -510 -0.6%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$41.7M +$346K +744 +0.9%
CIA
138
Capital Investment Advisors
Georgia
$41.6M +$1.18M +2,538 +3%
PFPT
139
Pinnacle Financial Partners (Tennessee)
Tennessee
$41.6M -$468K -1,007 -1%
PI
140
Putnam Investments
Massachusetts
$41.5M -$4.07M -8,763 -9%
LCAM
141
London & Capital Asset Management
United Kingdom
$41.3M -$4.19M -9,024 -10%
MAM
142
Martingale Asset Management
Massachusetts
$41M -$3.11M -6,690 -7%
BAM
143
Berkshire Asset Management
Pennsylvania
$40.9M +$740K +1,592 +2%
OWP
144
Obermeyer Wealth Partners
Colorado
$40.3M -$321K -691 -0.8%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$40.2M +$3.16M +6,791 +9%
MWM
146
Moran Wealth Management
Florida
$40.1M +$38.3M +82,385 New
CS
147
Credit Suisse
Switzerland
$39.9M +$5.39M +11,599 +16%
VDI
148
Vaughan David Investments
Illinois
$39.6M +$140K +302 +0.4%
OPERF
149
Oregon Public Employees Retirement Fund
Oregon
$39.4M +$4.12M +8,876 +12%
CAI
150
Capital Advisors Inc
Oklahoma
$39.3M +$2.81M +6,057 +8%

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.