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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
TBNY
1576
Trustco Bank (New York)
New York
$514K
WPW
1577
Waldron Private Wealth
Pennsylvania
$514K
HT
1578
Headlands Technologies
Illinois
$513K +$490K +1,055 New
BFA
1579
Beaumont Financial Advisors
Massachusetts
$512K +$11.2K +24 +2%
NCM
1580
NCM Capital Management
New Jersey
$512K
VT
1581
Vise Technologies
New York
$511K -$238K -512 -33%
KP
1582
Keel Point
Alabama
$510K -$28.8K -62 -6%
KFSC
1583
Keystone Financial Services (Colorado)
Colorado
$509K -$96.2K -207 -16%
MM
1584
Meridian Management
Arkansas
$508K -$151K -324 -24%
JCM
1585
J2 Capital Management
Michigan
$508K +$19.1K +41 +4%
LG
1586
LaFleur & Godfrey
Michigan
$508K +$112K +240 +30%
PWM
1587
Paulson Wealth Management
Illinois
$506K +$5.11K +11 +1%
CAWM
1588
Capital Advisors Wealth Management
Washington
$505K -$39K -84 -7%
LMKC
1589
L.M. Kohn & Company
Ohio
$503K +$14.4K +31 +3%
KWM
1590
Kolinsky Wealth Management
New Jersey
$502K +$10.2K +22 +2%
TNA
1591
True North Advisors
Texas
$501K +$24.6K +53 +5%
LIG
1592
Lokken Investment Group
Delaware
$500K +$465 +1 +0.1%
PSCM
1593
Per Stirling Capital Management
Texas
$499K +$477K +1,027 New
GWM
1594
Greenhouse Wealth Management
Connecticut
$498K
HIP
1595
HUB Investment Partners
Texas
$497K +$19.1K +41 +4%
CRI
1596
Colonial River Investments
Virginia
$497K -$36.2K -78 -7%
CS
1597
Crescent Sterling
Louisiana
$497K +$474K +1,021 New
FCA
1598
Fortis Capital Advisors
Kansas
$496K +$474K +1,020 New
BA
1599
Ballast Advisors
Minnesota
$495K +$14.4K +31 +3%
MAG
1600
MRA Advisory Group
New Jersey
$491K -$168K -361 -26%

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.