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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
AHC
1726
Adell Harriman & Carpenter
Texas
$299K +$51.8K +124 +19%
PIA
1727
Perennial Investment Advisors
California
$298K -$198K -475 -38%
D
1728
Dentgroup
Louisiana
$298K +$303K +725 New
TI
1729
Truepoint Inc
Ohio
$297K -$93.1K -223 -23%
CAM
1730
Cozad Asset Management
Illinois
$297K -$23K -55 -7%
MAM
1731
Marotta Asset Management
Virginia
$294K
MYLI
1732
Meiji Yasuda Life Insurance
Japan
$293K -$260K -623 -45%
NAS
1733
Nicolet Advisory Services
Wisconsin
$293K -$29.2K -70 -9%
FAT
1734
First American Trust
California
$293K +$1.67K +4 +0.5%
BM
1735
Belfer Management
New York
$291K +$315K +754 New
LAM
1736
LifePro Asset Management
California
$291K +$314K +753 New
C
1737
CEDRUS
Colorado
$290K +$39.7K +95 +14%
CCM
1738
Chilton Capital Management
Texas
$290K -$175K -420 -36%
SPC
1739
Stewart & Patten Company
California
$290K
FA
1740
Faithward Advisors
Pennsylvania
$290K +$33.4K +80 +12%
EP
1741
Eudaimonia Partners
Tennessee
$289K -$154K -369 -33%
DAM
1742
Delta Asset Management
Tennessee
$289K -$16.7K -40 -5%
BFA
1743
Bill Few Associates
Pennsylvania
$289K
LOPW
1744
Live Oak Private Wealth
North Carolina
$288K -$1.78M -4,265 -85%
SFP
1745
Sandbox Financial Partners
Maryland
$288K -$18K -43 -5%
BCM
1746
Becker Capital Management
Oregon
$288K
HVP
1747
Hudson Value Partners
Florida
$288K
AWA
1748
Amplius Wealth Advisors
Pennsylvania
$288K +$4.18K +10 +1%
KCIA
1749
Kingsbury Capital Investment Advisors
Illinois
$287K -$8.35K -20 -3%
PCTC
1750
Perkins Coie Trust Company
Washington
$287K

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.