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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
GC
1501
Gilbert & Cook
Iowa
$462K +$18.4K +44 +5%
SIC
1502
Sterling Investment Counsel
New York
$459K
PCMC
1503
Private Capital Management (Colorado)
Colorado
$458K +$142K +341 +40%
SA
1504
Shilanski & Associates
Alaska
$458K +$495K +1,185 New
SAM
1505
Sawgrass Asset Management
Florida
$456K -$9.19K -22 -2%
BCAM
1506
Boston Common Asset Management
Massachusetts
$456K
TC
1507
Truvestments Capital
Florida
$455K -$51.4K -123 -9%
KWM
1508
Keebeck Wealth Management
Illinois
$454K
RWI
1509
Red Wave Investments
Pennsylvania
$454K +$35.1K +84 +8%
HIM
1510
Hanlon Investment Management
New Jersey
$453K
SWA
1511
SOA Wealth Advisors
New York
$451K +$38.4K +92 +9%
GFP
1512
Gryphon Financial Partners
Ohio
$449K -$33K -79 -6%
CC
1513
Copperleaf Capital
North Carolina
$449K -$27.1K -65 -5%
TL
1514
Tradewinds LLC
North Carolina
$447K +$14.2K +34 +3%
AA
1515
Advisory Alpha
Michigan
$446K +$2.5K +6 +0.5%
CBFP
1516
Cedar Brook Financial Partners
Ohio
$445K +$52.2K +125 +12%
FMWA
1517
Forvis Mazars Wealth Advisors
Missouri
$443K -$30.5K -73 -6%
DWA
1518
Douglass Winthrop Advisors
New York
$443K
SFG
1519
StrategIQ Financial Group
Indiana
$443K
RFG
1520
Range Financial Group
Oregon
$442K -$2.09K -5 -0.4%
RTC
1521
Riverview Trust Company
Washington
$442K +$48K +115 +11%
KCM
1522
Kathmere Capital Management
Pennsylvania
$440K +$83.9K +201 +21%
IAA
1523
Ironsides Asset Advisors
North Carolina
$439K
GLA
1524
Good Life Advisors
Pennsylvania
$438K +$28K +67 +6%
LA
1525
Latitude Advisors
Florida
$437K +$17.5K +42 +4%

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.