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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
PWP
1701
Perfromance Wealth Partners
Illinois
$344K -$162K -400 -34%
CAM
1702
Cozad Asset Management
Illinois
$344K +$66.9K +165 +27%
CB
1703
Cadence Bank
Mississippi
$344K +$85.1K +210 +37%
AF
1704
Arrow Financial
New York
$342K -$97.7K -241 -24%
PHS
1705
Pekin Hardy Strauss
Illinois
$342K -$22.3K -55 -7%
Dodge & Cox
1706
Dodge & Cox
California
$342K
SWM
1707
Shelton Wealth Management
Texas
$341K -$2.84K -7 -0.9%
WAAG
1708
Wealth Alliance Advisory Group
Kansas
$341K +$82.7K +204 +36%
KCIA
1709
Kingsbury Capital Investment Advisors
Illinois
$340K +$312K +769 New
MCP
1710
Mirador Capital Partners
California
$340K +$313K +771 New
NAS
1711
Nicolet Advisory Services
Wisconsin
$339K
HCM
1712
Hilton Capital Management
New York
$339K +$48.2K +119 +18%
KC
1713
Kingfisher Capital
North Carolina
$338K +$1.62K +4 +0.5%
HPWM
1714
Highland Private Wealth Management
Washington
$337K +$16.6K +41 +6%
PL
1715
Pluribus Labs
California
$337K +$310K +764 New
CIS
1716
Connors Investor Services
Pennsylvania
$335K +$308K +760 New
PA
1717
PSI Advisors
Florida
$334K -$4.05K -10 -1%
CCIA
1718
Cherry Creek Investment Advisors
Colorado
$332K -$1.22K -3 -0.4%
CCP
1719
Carmel Capital Partners
California
$332K +$13.4K +33 +5%
SPC
1720
Stewart & Patten Company
California
$331K
C
1721
Covestor
United Kingdom
$330K +$94K +232 +45%
PIA
1722
Perennial Investment Advisors
California
$328K -$214K -528 -41%
PCTC
1723
Perkins Coie Trust Company
Washington
$328K
RCM
1724
Raleigh Capital Management
North Carolina
$328K +$296K +730 +5,615%
CC
1725
Centiva Capital
New York
$328K +$302K +744 New

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.