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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
WA
1526
WealthTrust Axiom
Pennsylvania
$497K
WPW
1527
Waldron Private Wealth
Pennsylvania
$495K +$3.24K +8 +0.7%
AIM
1528
Axiom Investment Management
New York
$495K +$91.2K +225 +25%
AUB
1529
Atlantic Union Bankshares
Virginia
$494K -$4.55M -11,219 -91%
JCM
1530
J2 Capital Management
Michigan
$492K -$75K -185 -14%
NL
1531
Navalign LLC
California
$490K -$30K -74 -6%
BB
1532
Berkshire Bank
Massachusetts
$490K +$91.2K +225 +25%
COF
1533
Capital One Financial
Virginia
$489K -$169K -416 -27%
CCM
1534
Chiron Capital Management
Florida
$486K -$1.3M -3,210 -74%
CM
1535
CastleKnight Management
New York
$486K +$446K +1,100 New
PCA
1536
Pallas Capital Advisors
Massachusetts
$484K -$25.1K -62 -6%
SWA
1537
SOA Wealth Advisors
New York
$482K +$2.43K +6 +0.6%
BCM
1538
Brooktree Capital Management
Michigan
$481K -$225K -556 -34%
KA
1539
Kozak & Associates
Colorado
$481K
PCIA
1540
Prime Capital Investment Advisors
Kansas
$481K
CWP
1541
CFM Wealth Partners
Texas
$479K
LB
1542
Legacy Bridge
Iowa
$479K
MIA
1543
MMBG Investment Advisors
Florida
$477K
FAG
1544
Fortitude Advisory Group
Washington
$474K -$9.32K -23 -2%
MCA
1545
MSH Capital Advisors
Arizona
$474K -$135K -332 -24%
UC
1546
Unio Capital
New Jersey
$473K -$9.73K -24 -2%
HCM
1547
Highview Capital Management
Illinois
$472K +$150K +369 +53%
BFPW
1548
BOK Financial Private Wealth
Colorado
$469K +$94K +232 +28%
TIAM2
1549
Tru Independence Asset Management 2
Oregon
$468K +$34.9K +86 +9%
PP
1550
PDS Planning
Ohio
$468K +$52.3K +129 +14%

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.