We are live on ! Find out more
LMT icon

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
PWS
1626
Private Wealth Strategies
Ohio
$359K -$7.1K -17 -2%
CCB
1627
Cutter & Co Brokerage
Missouri
$359K
GIP
1628
Granite Investment Partners
California
$359K
KFI
1629
Key Financial Inc
Pennsylvania
$359K +$354K +848 +1,047%
SWM
1630
SFG Wealth Management
Maryland
$358K -$24.6K -59 -6%
NICM
1631
Neo Ivy Capital Management
New York
$358K +$387K +927 New
BA
1632
Bristlecone Advisors
Washington
$357K +$7.1K +17 +2%
LCM
1633
Liberty Capital Management
Michigan
$356K
SRIM
1634
Saratoga Research & Investment Management
California
$355K -$2.09K -5 -0.5%
MHR
1635
Matthew Hamilton Rosenberg
$355K +$27.1K +65 +8%
GCA
1636
Genesee Capital Advisors
New York
$354K +$2.5K +6 +0.7%
CM
1637
Columbus Macro
Pennsylvania
$353K -$2.5K -6 -0.7%
GWANC
1638
Guardian Wealth Advisors (North Carolina)
North Carolina
$352K -$46.3K -111 -11%
NPF
1639
Norris Perne & French
Michigan
$352K +$16.7K +40 +5%
PWC
1640
PYA Waltman Capital
Tennessee
$352K +$245K +586 +180%
CPWA
1641
Cerro Pacific Wealth Advisors
California
$351K +$33.4K +80 +10%
SAMT
1642
Select Asset Management & Trust
Pennsylvania
$350K
EW
1643
Evoke Wealth
California
$350K +$237K +568 +168%
JG
1644
Jefferies Group
New York
$349K +$377K +904 New
OFG
1645
Oxford Financial Group
Indiana
$349K -$3.76K -9 -1%
WHCI
1646
W.H. Cornerstone Investments
Massachusetts
$349K +$355K +849 New
BSA
1647
Braun Stacey Associates
New York
$348K -$41.8K -100 -10%
IA
1648
Inspire Advisors
Idaho
$348K -$8.77K -21 -2%
ITIM
1649
Indiana Trust & Investment Management
Indiana
$348K
FIB
1650
First Interstate Bank
Montana
$348K +$95.2K +228 +34%

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.