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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
SWM
1651
SFG Wealth Management
Maryland
$453K +$1.39K +3 +0.3%
OPA
1652
Old Port Advisors
Maine
$452K -$24.2K -52 -5%
GIP
1653
Granite Investment Partners
California
$452K
C
1654
CEDRUS
Colorado
$452K +$82.7K +178 +24%
CCB
1655
Cutter & Co Brokerage
Missouri
$452K
AI
1656
AdvisorShares Investments
Maryland
$450K +$408K +878 +1,829%
SWA
1657
SFMG Wealth Advisors
Texas
$450K +$1.86K +4 +0.4%
BA
1658
Bristlecone Advisors
Washington
$449K
MHR
1659
Matthew Hamilton Rosenberg
$448K +$1.39K +3 +0.3%
LCM
1660
Liberty Capital Management
Michigan
$448K
OCG
1661
Opus Capital Group
Ohio
$448K -$13.9K -30 -3%
OFG
1662
Oxford Financial Group
Indiana
$448K +$7.43K +16 +2%
WDC
1663
Woodward Diversified Capital
California
$447K -$52K -112 -11%
SIC
1664
Sigma Investment Counselors
Michigan
$447K -$10.2K -22 -2%
CPG
1665
Cornerstone Planning Group
New Jersey
$445K +$470K +1,012 New
CCP
1666
Carmel Capital Partners
California
$445K +$38.6K +83 +10%
NPF
1667
Norris Perne & French
Michigan
$443K
WP
1668
WMS Partners
Maryland
$442K -$13K -28 -3%
CAM
1669
Cozad Asset Management
Illinois
$441K +$64.1K +138 +18%
SAMT
1670
Select Asset Management & Trust
Pennsylvania
$441K
PWS
1671
Private Wealth Strategies
Ohio
$441K -$9.76K -21 -2%
FM
1672
Family Management
New York
$440K +$17.7K +38 +4%
SRIM
1673
Saratoga Research & Investment Management
California
$438K -$8.83K -19 -2%
QT
1674
Quantamental Technologies
New York
$438K +$418K +900 New
GWANC
1675
Guardian Wealth Advisors (North Carolina)
North Carolina
$437K -$5.58K -12 -1%

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.