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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
BF
151
BOK Financial
Oklahoma
$38.5M -$154K -331 -0.4%
PHAM
152
Pacific Heights Asset Management
California
$37.9M
BFM
153
Boston Financial Management
Massachusetts
$37.8M +$975K +2,098 +3%
Natixis Advisors
154
Natixis Advisors
Massachusetts
$37.6M +$203K +437 +0.6%
CAPTRUST Financial Advisors
155
CAPTRUST Financial Advisors
North Carolina
$37.6M -$956K -2,057 -3%
CPSAC
156
Chas P. Smith & Associates (CPS)
Florida
$37.4M +$82.2K +177 +0.2%
SFA
157
Spectrum Financial Alliance
Kentucky
$37.3M +$35.7M +76,771 New
Creative Planning
158
Creative Planning
Kansas
$37.3M +$919K +1,977 +3%
PI
159
PFS Investments
Georgia
$37.1M +$3.52M +7,578 +11%
SFG
160
Sather Financial Group
Texas
$37.1M -$3.39M -7,288 -9%
AP
161
Atwood & Palmer
Missouri
$36.8M
WIC
162
Willis Investment Counsel
Georgia
$36.5M +$92.9K +200 +0.3%
MMA
163
Mizuho Markets Americas
New York
$36.4M +$34.8M +74,859 New
Retirement Systems of Alabama
164
Retirement Systems of Alabama
Alabama
$36.4M -$1.7M -3,660 -5%
Nomura Asset Management
165
Nomura Asset Management
Japan
$36.3M -$1.15M -2,466 -3%
SO
166
STRS Ohio
Ohio
$36.1M -$1.88M -4,052 -5%
Mariner
167
Mariner
Kansas
$36M +$8.48M +18,260 +33%
CI
168
Conning Inc
Connecticut
$35.9M -$4.75M -10,231 -12%
TAM
169
Tocqueville Asset Management
New York
$35.8M -$40.9K -88 -0.1%
GC
170
Guggenheim Capital
Illinois
$35.5M -$6.61M -14,233 -16%
SF
171
Synovus Financial
Georgia
$35.3M +$371K +798 +1%
Mackenzie Financial
172
Mackenzie Financial
Ontario, Canada
$34.9M -$2.07M -4,450 -6%
SOMRS
173
State of Michigan Retirement System
Michigan
$34.8M -$279K -600 -0.8%
ERSOT
174
Employees Retirement System of Texas
Texas
$34.5M +$12.9M +27,765 +64%
MIM
175
MetLife Investment Management
New Jersey
$34.2M -$1.06M -2,286 -3%

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.