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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
RGF
1526
Retirement Guys Formula
Ohio
$574K +$78.5K +169 +17%
SIG
1527
Sargent Investment Group
Maryland
$573K +$547K +1,178 New
ETIA
1528
Epic Trust Investment Advisors
Washington
$571K -$191K -412 -26%
FMWA
1529
Forvis Mazars Wealth Advisors
Missouri
$569K +$11.2K +24 +2%
AIP
1530
Almanack Investment Partners
Pennsylvania
$569K -$595K -1,280 -52%
MIA
1531
MMBG Investment Advisors
Florida
$569K -$37.2K -80 -6%
KA
1532
Kozak & Associates
Colorado
$568K +$14.9K +32 +3%
SWA
1533
SOA Wealth Advisors
New York
$568K -$465 -1 -0.1%
HIM
1534
Hanlon Investment Management
New Jersey
$567K -$3.25K -7 -0.6%
PGIM
1535
Pacific Global Investment Management
California
$562K +$22.8K +49 +4%
GFP
1536
Gryphon Financial Partners
Ohio
$561K -$3.72K -8 -0.7%
RFG
1537
Range Financial Group
Oregon
$560K +$3.72K +8 +0.7%
ALAM
1538
Asahi Life Asset Management
Japan
$559K -$53.4K -115 -9%
GLA
1539
Good Life Advisors
Pennsylvania
$558K +$6.5K +14 +1%
SFG
1540
StrategIQ Financial Group
Indiana
$558K
JHP
1541
James Hambro & Partners
United Kingdom
$558K -$335K -722 -39%
BWFA
1542
Baltimore-Washington Financial Advisors
Maryland
$557K +$15.3K +33 +3%
IAA
1543
Ironsides Asset Advisors
North Carolina
$553K
PCMC
1544
Private Capital Management (Colorado)
Colorado
$552K -$23.7K -51 -4%
MC
1545
Matisse Capital
Oregon
$551K +$526K +1,133 New
BC
1546
Burleson & Co
California
$549K -$230K -494 -30%
WA
1547
WealthTrust Axiom
Pennsylvania
$548K
PIM
1548
Perpetual Investment Management
Australia
$547K -$139K -300 -21%
GWS
1549
Glassman Wealth Services
Virginia
$547K +$929 +2 +0.2%
KFA
1550
Kapstone Financial Advisors
Ohio
$545K +$554K +1,192 New

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.