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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
CWS
1601
Confluence Wealth Services
Pennsylvania
$377K -$22.1K -53 -5%
TNA
1602
True North Advisors
Texas
$377K -$17.5K -42 -4%
CWM
1603
CCG Wealth Management
California
$376K -$6.26K -15 -2%
FMN
1604
Financial Management Network
California
$376K -$2.09K -5 -0.5%
DWT
1605
Dorsey & Whitney Trust
South Dakota
$376K +$25.1K +60 +7%
QCIG
1606
Quad-Cities Investment Group
Iowa
$376K +$167K +401 +70%
SRC
1607
Shufro Rose & Co
New York
$376K +$406K +973 New
SIM
1608
Studio Investment Management
Illinois
$374K -$7.1K -17 -2%
AC
1609
Addison Capital
Pennsylvania
$371K +$8.77K +21 +2%
CBA
1610
Coastal Bridge Advisors
Connecticut
$371K +$401K +961 New
BB
1611
Bell Bank
North Dakota
$370K
FBB
1612
Fulton Breakefield Broenniman
Maryland
$369K +$2.09K +5 +0.5%
AMC
1613
Asset Management Corp
Illinois
$368K +$2.5K +6 +0.6%
OCG
1614
Opus Capital Group
Ohio
$367K
SWA
1615
SFMG Wealth Advisors
Texas
$366K +$1.25K +3 +0.3%
CGA
1616
Crescent Grove Advisors
Illinois
$364K -$185K -442 -32%
OWA
1617
Octavia Wealth Advisors
Ohio
$364K -$3.76K -9 -0.9%
JSW
1618
Journey Strategic Wealth
New Jersey
$364K +$111K +266 +39%
SIC
1619
Sigma Investment Counselors
Michigan
$363K
DA
1620
Detalus Advisors
Missouri
$363K +$418 +1 +0.1%
WP
1621
WMS Partners
Maryland
$362K -$36.3K -87 -8%
ET
1622
Equitable Trust
Tennessee
$362K
MAA
1623
Mraz Amerine & Associates
California
$361K +$19.6K +47 +5%
IP
1624
Ignite Planners
California
$360K +$126K +301 +50%
MF
1625
Meridian Financial
Massachusetts
$360K +$12.9K +31 +3%

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.