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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
FIA
1651
FNY Investment Advisers
New York
$347K +$376K +900 New
BWA
1652
BlueSky Wealth Advisors
North Carolina
$344K -$1.67K -4 -0.4%
TFA
1653
Triad Financial Advisors
North Carolina
$344K +$835 +2 +0.2%
HCP
1654
Hexagon Capital Partners
Arkansas
$343K -$759K -1,817 -67%
AWA
1655
Acorn Wealth Advisors
Michigan
$342K +$2.92K +7 +0.8%
IWA
1656
Intercontinental Wealth Advisors
Texas
$337K
FMP
1657
Financial Management Professionals
Texas
$337K +$29.6K +71 +9%
OR
1658
Olympiad Research
Connecticut
$336K -$96K -230 -21%
PWP
1659
Perfromance Wealth Partners
Illinois
$336K
FM
1660
Family Management
New York
$335K -$15K -36 -4%
AMR
1661
Asset Management Resources
Massachusetts
$333K -$14.6K -35 -4%
CPA
1662
Court Place Advisors
Maryland
$333K
RCM
1663
Raleigh Capital Management
North Carolina
$333K +$25.9K +62 +8%
CWM
1664
Campbell Wealth Management
Virginia
$332K -$74.3K -178 -17%
PCS
1665
Personal CFO Solutions
New Jersey
$332K -$12.1K -29 -3%
WA
1666
Waverly Advisors
Alabama
$331K +$21.3K +51 +6%
KIG
1667
Kowal Investment Group
Wisconsin
$331K +$23K +55 +7%
BONH
1668
Bank of New Hampshire
New Hampshire
$330K +$12.5K +30 +4%
BFO
1669
Biltmore Family Office
North Carolina
$328K +$2.5K +6 +0.7%
PHS
1670
Pekin Hardy Strauss
Illinois
$328K +$31.3K +75 +10%
LA
1671
Lifeworks Advisors
Michigan
$328K +$281K +673 New
AI
1672
Accredited Investors
Minnesota
$327K -$418 -1 -0.1%
AWM
1673
Avior Wealth Management
Nebraska
$327K +$42.6K +102 +14%
BCM
1674
Bienville Capital Management
New York
$326K
SI
1675
Saxon Interests
Texas
$326K +$30.1K +72 +10%

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.