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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
FDS
1626
Freedom Day Solutions
Texas
$477K -$117K -251 -20%
HCM
1627
Highview Capital Management
Illinois
$477K -$102K -219 -18%
PCA
1628
Pallas Capital Advisors
Massachusetts
$477K +$5.11K +11 +1%
Dimensional Fund Advisors
1629
Dimensional Fund Advisors
Texas
$476K -$4.4M -9,471 -1%
EWA
1630
ERTS Wealth Advisors
Michigan
$476K -$11.2K -24 -2%
SRC
1631
Shufro Rose & Co
New York
$475K +$1.86K +4 +0.4%
QCIG
1632
Quad-Cities Investment Group
Iowa
$474K +$465 +1 +0.1%
FL
1633
Fort LP
Maryland
$472K -$179K -385 -28%
FAT
1634
First American Trust
California
$470K +$96.2K +207 +27%
NAS
1635
Nicolet Advisory Services
Wisconsin
$469K +$139K +299 +42%
CGIM
1636
Capital Group Investment Management
Singapore
$468K +$447K +961 New
AMC
1637
Asset Management Corp
Illinois
$466K +$2.32K +5 +0.5%
CWC
1638
Carolinas Wealth Consulting
North Carolina
$465K -$22.3K -48 -0.2%
FHC
1639
First Heartland Consultants
Missouri
$464K +$48.3K +104 +12%
AT
1640
American Trust
Kentucky
$464K -$392K -843 -47%
GC
1641
Gilbert & Cook
Iowa
$461K -$5.11K -11 -1%
NFA
1642
Northern Financial Advisors
Michigan
$460K +$440K +946 New
SC
1643
SRB Corp
Massachusetts
$460K -$20.4K -44 -4%
IA
1644
Inspire Advisors
Idaho
$458K +$18.6K +40 +4%
RTC
1645
Riverview Trust Company
Washington
$457K -$94.8K -204 -18%
EI
1646
EDMP Inc
Florida
$456K -$20K -43 -4%
CPWA
1647
Cerro Pacific Wealth Advisors
California
$456K +$13K +28 +3%
LA
1648
Latitude Advisors
Florida
$455K -$91.1K -196 -17%
MAA
1649
Mraz Amerine & Associates
California
$454K
MF
1650
Meridian Financial
Massachusetts
$453K

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.