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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
HIC
1526
Hartline Investment Corp
Illinois
$437K +$205K +491 +77%
BB
1527
Berkshire Bank
Massachusetts
$436K +$6.26K +15 +1%
IB
1528
Intrust Bank
Kansas
$435K
WA
1529
WealthTrust Axiom
Pennsylvania
$435K
GWS
1530
Glassman Wealth Services
Virginia
$434K -$27.6K -66 -6%
CAWM
1531
Capital Advisors Wealth Management
Washington
$433K +$148K +355 +46%
MAC
1532
Mason & Associates (California)
California
$431K +$20K +48 +4%
MA
1533
MCF Advisors
Kentucky
$431K +$64.7K +155 +16%
KFS
1534
Kelly Financial Services
Massachusetts
$430K -$62.6K -150 -12%
KP
1535
Keel Point
Alabama
$429K -$1.67K -4 -0.4%
CA
1536
Calton & Associates
Florida
$429K +$10.4K +25 +2%
BWFA
1537
Baltimore-Washington Financial Advisors
Maryland
$429K +$131K +313 +39%
PGIM
1538
Pacific Global Investment Management
California
$428K -$1.67K -4 -0.4%
CI
1539
CX Institutional
Indiana
$426K -$44.3K -106 -9%
CWP
1540
CFM Wealth Partners
Texas
$426K +$7.1K +17 +2%
CRI
1541
Colonial River Investments
Virginia
$425K -$32.6K -78 -7%
CCM
1542
Chiron Capital Management
Florida
$425K
KA
1543
KLCM Advisors
Wisconsin
$425K +$107K +256 +30%
LCM
1544
LRT Capital Management
Texas
$424K -$76.4K -183 -14%
FLPIM
1545
F.L. Putnam Investment Management
Massachusetts
$424K +$1.67K +4 +0.4%
TIAM2
1546
Tru Independence Asset Management 2
Oregon
$421K +$12.1K +29 +3%
UBV
1547
United Bank (Virginia)
Virginia
$421K +$29.6K +71 +7%
LB
1548
Legacy Bridge
Iowa
$420K
ABLA
1549
Alan B. Lancz & Associates
Ohio
$419K
SAM
1550
SignalPoint Asset Management
Missouri
$418K

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.