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Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1626
Octavia Wealth Advisors
Ohio
$409K -$279K -688 -43%
PG
1627
Pendal Group
Australia
$409K
SRIM
1628
Saratoga Research & Investment Management
California
$408K +$2.03K +5 +0.5%
LMKC
1629
L.M. Kohn & Company
Ohio
$408K +$374K +923 New
LCM
1630
Liberty Capital Management
Michigan
$407K
WEG
1631
World Equity Group
Illinois
$406K +$373K +921 New
IA
1632
Inspire Advisors
Idaho
$405K +$2.03K +5 +0.5%
RFN
1633
RDA Financial Network
Iowa
$404K -$149K -367 -29%
SWA
1634
SFMG Wealth Advisors
Texas
$404K -$24.3K -60 -6%
TFA
1635
Triad Financial Advisors
North Carolina
$403K -$51.1K -126 -12%
PWW
1636
Pettyjohn Wood & White
Virginia
$401K -$3.24K -8 -0.9%
SAMT
1637
Select Asset Management & Trust
Pennsylvania
$400K
OFG
1638
Oxford Financial Group
Indiana
$399K -$5.67K -14 -2%
GCA
1639
Genesee Capital Advisors
New York
$399K +$2.03K +5 +0.6%
ITIM
1640
Indiana Trust & Investment Management
Indiana
$397K -$26.4K -65 -7%
BB
1641
Bell Bank
North Dakota
$395K
TIA
1642
Tiemann Investment Advisors
California
$395K
Skandinaviska Enskilda Banken (SEB)
1643
Skandinaviska Enskilda Banken (SEB)
Sweden
$395K +$140K +345 +63%
MF
1644
Meridian Financial
Massachusetts
$395K +$2.03K +5 +0.6%
ICP
1645
Interchange Capital Partners
Pennsylvania
$394K -$19.1K -47 -5%
EP
1646
Edgestream Partners
New Jersey
$393K -$68.9K -170 -16%
MAA
1647
Mraz Amerine & Associates
California
$392K
CCA
1648
Childress Capital Advisors
Texas
$391K -$6.08K -15 -2%
JSW
1649
Journey Strategic Wealth
New Jersey
$391K +$42.2K +104 +13%
EP
1650
Eudaimonia Partners
Tennessee
$391K +$359K +886 New

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.