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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
CWC
1576
Carolinas Wealth Consulting
North Carolina
$393K +$90.6K +217 +0.8%
MCA
1577
MSH Capital Advisors
Arizona
$392K -$38K -91 -8%
PWM
1578
Prentice Wealth Management
New York
$391K +$422K +1,011 New
UIA
1579
UBP Investment Advisors
Switzerland
$390K
KWM
1580
Kolinsky Wealth Management
New Jersey
$390K +$10.4K +25 +3%
RGF
1581
Retirement Guys Formula
Ohio
$390K +$422K +1,010 New
LMKC
1582
L.M. Kohn & Company
Ohio
$389K
AMCA
1583
Arthur M. Cohen & Associates
Illinois
$388K -$1.09M -2,605 -72%
EWA
1584
ERTS Wealth Advisors
Michigan
$387K -$10.9K -26 -3%
JCM
1585
J2 Capital Management
Michigan
$387K +$30.1K +72 +8%
AF
1586
Affiance Financial
Minnesota
$386K
HC
1587
Hourglass Capital
Texas
$386K
T
1588
TrueFG
Texas
$386K
VCAM
1589
Van Cleef Asset Management
Ohio
$386K
EFG
1590
Everhart Financial Group
Ohio
$382K +$28.8K +69 +8%
SC
1591
SRB Corp
Massachusetts
$382K +$413K +990 New
BA
1592
Ballast Advisors
Minnesota
$381K -$1.25K -3 -0.3%
FPCP
1593
Fort Point Capital Partners
California
$381K +$5.85K +14 +1%
BFM
1594
Boothbay Fund Management
New York
$379K -$3.77M -9,036 -90%
CCG
1595
Coastwise Capital Group
California
$379K -$84.3K -202 -17%
FAG
1596
Fortitude Advisory Group
Washington
$379K -$38.8K -93 -9%
AWG
1597
Altus Wealth Group
Colorado
$379K
HIP
1598
HUB Investment Partners
Texas
$379K
EI
1599
EDMP Inc
Florida
$379K +$6.26K +15 +2%
RMDI
1600
R.M. Davis Inc
Maine
$377K -$91K -218 -18%

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.