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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
TFA
1476
Teamwork Financial Advisors
Texas
$552K -$51.1K -126 -9%
KCM
1477
KLK Capital Management
California
$551K +$506K +1,249 New
PWPS
1478
Pinnacle Wealth Planning Services
Ohio
$550K -$1.62K -4 -0.3%
WIA
1479
World Investment Advisors
California
$546K +$139K +344 +38%
IB
1480
Intrust Bank
Kansas
$544K -$110K -272 -18%
PFBT
1481
Parkside Financial Bank & Trust
Missouri
$544K +$21.5K +53 +4%
MFC
1482
Mechanics Financial Corp
Ohio
$543K
RFA
1483
Resurgent Financial Advisors
Georgia
$543K +$155K +382 +45%
NFC
1484
Northeast Financial Consultants
Connecticut
$541K +$10.5K +26 +2%
BFG
1485
Beacon Financial Group
Texas
$541K +$11.8K +29 +2%
II
1486
Inspire Investing
Idaho
$536K +$3.24K +8 +0.7%
AWG
1487
Altus Wealth Group
Colorado
$534K -$5.27K -13 -1%
SFP
1488
Sweet Financial Partners
Minnesota
$534K +$491K +1,210 New
NQWM
1489
Northwest Quadrant Wealth Management
Oregon
$533K -$5.27K -13 -1%
SIM
1490
Studio Investment Management
Illinois
$530K -$13.8K -34 -3%
BA
1491
Bristlecone Advisors
Washington
$529K +$21.9K +54 +5%
T
1492
TCWP
Ohio
$529K +$37.3K +92 +8%
ABLA
1493
Alan B. Lancz & Associates
Ohio
$528K
PWM
1494
Paulson Wealth Management
Illinois
$528K +$19.5K +48 +4%
SIC
1495
Sterling Investment Counsel
New York
$527K -$74.2K -183 -13%
SAM
1496
Sawgrass Asset Management
Florida
$527K +$484K +1,194 New
CWM
1497
Campbell Wealth Management
Virginia
$525K +$5.67K +14 +1%
CWS
1498
Cypress Wealth Services
California
$524K +$64.9K +160 +16%
RMDI
1499
R.M. Davis Inc
Maine
$522K +$480K +1,183 New
CCG
1500
Coastwise Capital Group
California
$521K +$479K +1,181 New

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.