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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
SFI
1601
Siemens Fonds Invest
Germany
$491K -$145K -313 -24%
TW
1602
Transform Wealth
Colorado
$491K -$6.97K -15 -1%
TFA
1603
Teamwork Financial Advisors
Texas
$491K -$1.6M -3,451 -77%
UBV
1604
United Bank (Virginia)
Virginia
$490K -$38.1K -82 -8%
ET
1605
Equitable Trust
Tennessee
$490K +$32.5K +70 +7%
AWM
1606
Avior Wealth Management
Nebraska
$489K +$72.5K +156 +18%
FFA
1607
Founders Financial Alliance
North Carolina
$489K -$26.5K -57 -5%
ABLA
1608
Alan B. Lancz & Associates
Ohio
$488K
FAM
1609
Formidable Asset Management
Ohio
$488K
DA
1610
Detalus Advisors
Missouri
$488K +$28.8K +62 +7%
CWS
1611
Cypress Wealth Services
California
$487K -$222K -477 -32%
CWS
1612
Confluence Wealth Services
Pennsylvania
$487K +$12.1K +26 +3%
AF
1613
Affiance Financial
Minnesota
$486K
HC
1614
Hourglass Capital
Texas
$486K
T
1615
TrueFG
Texas
$486K
VCAM
1616
Van Cleef Asset Management
Ohio
$486K
ANTB
1617
AMG National Trust Bank
Colorado
$486K -$105K -225 -18%
CC
1618
Copperleaf Capital
North Carolina
$482K -$79.9K -172 -15%
CM
1619
Columbus Macro
Pennsylvania
$482K +$35.8K +77 +8%
FPCP
1620
Fort Point Capital Partners
California
$480K
CWM
1621
CCG Wealth Management
California
$480K +$6.5K +14 +1%
AMCA
1622
Arthur M. Cohen & Associates
Illinois
$478K -$10.2K -22 -2%
PWM
1623
Prentice Wealth Management
New York
$478K -$13.5K -29 -3%
TFP
1624
Tilia Fiduciary Partners
North Carolina
$477K +$107K +230 +31%
CCG
1625
Coastwise Capital Group
California
$477K

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.