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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
BFO
1676
Biltmore Family Office
North Carolina
$366K
JIC
1677
Joel Isaacson & Co
New York
$366K
SW
1678
StrongBox Wealth
Missouri
$360K -$18.6K -46 -5%
BFA
1679
Bill Few Associates
Pennsylvania
$358K +$29.2K +72 +10%
MA
1680
MCF Advisors
Kentucky
$358K +$329K +811 New
CPO
1681
Cerity Partners OCIO
New York
$356K -$488K -1,205 -60%
BCM
1682
Becker Capital Management
Oregon
$356K -$52.7K -130 -14%
SCA
1683
Stonebridge Capital Advisors
Minnesota
$354K +$10.5K +26 +3%
PTCG
1684
Pring Turner Capital Group
California
$353K -$2.03K -5 -0.6%
BONH
1685
Bank of New Hampshire
New Hampshire
$353K +$10.1K +25 +3%
HVP
1686
Hudson Value Partners
Florida
$352K +$811 +2 +0.3%
BAAM
1687
Baker Avenue Asset Management
California
$352K +$323K +797 New
CP
1688
CenterBook Partners
Connecticut
$351K +$322K +795 New
BIP
1689
Blueprint Investment Partners
North Carolina
$351K +$323K +796 New
CASB
1690
Cape Ann Savings Bank
Massachusetts
$350K -$2.03K -5 -0.6%
BS
1691
Bessemer Securities
New York
$349K
TWM
1692
Titus Wealth Management
California
$349K +$10.9K +27 +4%
WFS
1693
Widmann Financial Services
Maryland
$349K +$97.3K +240 +44%
TLFA
1694
True Link Financial Advisors
California
$349K +$320K +790 New
MAM
1695
Marotta Asset Management
Virginia
$348K
IWA
1696
Intercontinental Wealth Advisors
Texas
$348K -$58.8K -145 -16%
CPA
1697
Court Place Advisors
Maryland
$348K
FAT
1698
First American Trust
California
$348K +$18.2K +45 +6%
CP
1699
Camelot Portfolios
Ohio
$346K -$666K -1,642 -68%
CL
1700
CSS LLC
Illinois
$346K -$325K -802 -51%

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.