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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
SFG
151
Sather Financial Group
Texas
$32.2M -$779K -1,866 -2%
CIA
152
Capital Investment Advisors
Georgia
$32.1M +$843K +2,020 +2%
BAM
153
Berkshire Asset Management
Pennsylvania
$31.9M -$153K -367 -0.4%
VDI
154
Vaughan David Investments
Illinois
$31.3M +$644K +1,543 +2%
BF
155
BOK Financial
Oklahoma
$30.7M +$3.61M +8,649 +12%
CAPTRUST Financial Advisors
156
CAPTRUST Financial Advisors
North Carolina
$30.7M +$3.79M +9,073 +13%
National Bank of Canada
157
National Bank of Canada
Quebec, Canada
$30.6M +$11.6M +27,899 +55%
Retirement Systems of Alabama
158
Retirement Systems of Alabama
Alabama
$30.3M -$7.39M -17,690 -18%
SO
159
STRS Ohio
Ohio
$30.2M +$23.8K +57 +0.1%
PHAM
160
Pacific Heights Asset Management
California
$30.1M
Nomura Asset Management
161
Nomura Asset Management
Japan
$29.7M +$322K +772 +1%
Natixis Advisors
162
Natixis Advisors
Massachusetts
$29.7M +$8.9M +21,313 +38%
CPSAC
163
Chas P. Smith & Associates (CPS)
Florida
$29.6M +$790K +1,892 +3%
Mackenzie Financial
164
Mackenzie Financial
Ontario, Canada
$29.4M -$10.7M -25,536 -25%
Royal London Asset Management
165
Royal London Asset Management
United Kingdom
$29.3M -$2.77M -6,631 -8%
AP
166
Atwood & Palmer
Missouri
$29.2M -$41.8K -100 -0.1%
BFM
167
Boston Financial Management
Massachusetts
$29.2M +$568K +1,360 +2%
CAI
168
Capital Advisors Inc
Oklahoma
$29.1M +$1.83M +4,385 +6%
WIC
169
Willis Investment Counsel
Georgia
$28.9M -$2.95M -7,064 -9%
Creative Planning
170
Creative Planning
Kansas
$28.9M -$5.01M -12,001 -14%
TAM
171
Tocqueville Asset Management
New York
$28.4M -$35.5K -85 -0.1%
ZIG
172
Zurich Insurance Group
Switzerland
$28.3M -$8.17M -19,562 -21%
AA
173
ALPS Advisors
Colorado
$28.2M -$18.8M -44,966 -38%
MIM
174
MetLife Investment Management
New Jersey
$28M -$425K -1,018 -1%
SOMRS
175
State of Michigan Retirement System
Michigan
$27.9M

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.