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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
CPSC
1676
Carl P. Sherr & Co
Massachusetts
$326K +$130K +312 +59%
PG
1677
Prostatis Group
Maryland
$326K +$19.2K +46 +6%
AWM
1678
Accel Wealth Management
Iowa
$325K -$60.5K -145 -15%
AUB
1679
Atlantic Union Bankshares
Virginia
$324K -$23.4K -56 -6%
AFAS
1680
Acorn Financial Advisory Services
Virginia
$324K
WOSD
1681
WFA of San Diego
California
$324K +$334K +800 +2,051%
SOS
1682
Silver Oak Securities
Tennessee
$323K -$94K -225 -22%
VFPI
1683
Vantage Financial Partners (Illinois)
Illinois
$323K -$39.7K -95 -10%
SSWM
1684
Sheets Smith Wealth Management
North Carolina
$323K +$835 +2 +0.2%
DS
1685
DRW Securities
Illinois
$323K +$83.5K +200 +31%
CCP
1686
Carmel Capital Partners
California
$321K +$18.4K +44 +6%
WFS
1687
Widmann Financial Services
Maryland
$320K +$15.4K +37 +5%
AWP
1688
Abacus Wealth Partners
California
$319K -$2.09K -5 -0.6%
TLFA
1689
True Link Financial Advisors
California
$316K
ASC
1690
Atalanta Sosnoff Capital
New York
$316K +$4.18K +10 +1%
MG
1691
Mather Group
Illinois
$316K +$16.3K +39 +5%
MS
1692
Madden Securities
Texas
$314K +$10.4K +25 +3%
SW
1693
StrongBox Wealth
Missouri
$313K -$20.9K -50 -6%
HPWM
1694
Highland Private Wealth Management
Washington
$313K -$15K -36 -4%
CIA
1695
Choate Investment Advisors
Massachusetts
$313K -$5.01K -12 -1%
BFA
1696
Bragg Financial Advisors
North Carolina
$312K -$54.3K -130 -14%
CWM
1697
Calamos Wealth Management
Illinois
$312K -$35.5K -85 -10%
WorldQuant Millennium Advisors
1698
WorldQuant Millennium Advisors
New York
$312K +$337K +808 New
LG
1699
LaFleur & Godfrey
Michigan
$310K +$418 +1 +0.1%
JIC
1700
Joel Isaacson & Co
New York
$310K +$6.68K +16 +2%

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.