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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
TNAM
1751
Terra Nova Asset Management
New York
$311K
AFAS
1752
Acorn Financial Advisory Services
Virginia
$311K +$42.6K +105 +18%
SEP
1753
Southland Equity Partners
Missouri
$310K -$28K -69 -9%
BCM
1754
Bluefin Capital Management
New York
$309K -$932K -2,300 -77%
LSA
1755
Lion Street Advisors
Texas
$309K -$90K -222 -24%
MFGM
1756
Marshall Financial Group (Maryland)
Maryland
$309K
LG
1757
LaFleur & Godfrey
Michigan
$309K +$405 +1 +0.1%
MC
1758
Mathes Company
New York
$309K +$284K +700 New
PG
1759
Prostatis Group
Maryland
$307K -$20.3K -50 -7%
SICM
1760
Sustainable Insight Capital Management
New York
$305K
ISWM
1761
Independent Solutions Wealth Management
New York
$303K +$36.5K +90 +15%
EB
1762
Eastern Bank
Massachusetts
$302K -$84.7K -209 -23%
ZIMP
1763
Zimmermann Investment Management & Planning
Pennsylvania
$301K +$1.62K +4 +0.6%
LI
1764
LMCG Investments
Massachusetts
$300K +$276K +680 New
NB
1765
Nicolet Bankshares
Wisconsin
$300K +$276K +680 New
BFG
1766
Barber Financial Group
Kansas
$297K -$10.1K -25 -4%
SFP
1767
Sandbox Financial Partners
Maryland
$297K +$12.6K +31 +5%
MCWA
1768
Meadow Creek Wealth Advisors
Georgia
$296K -$132K -326 -33%
LA
1769
LVW Advisors
New York
$296K -$30K -74 -10%
TCM
1770
Telos Capital Management
California
$294K -$135K -333 -33%
OWA
1771
Opal Wealth Advisors
New York
$292K -$6.08K -15 -2%
AA
1772
Aire Advisors
California
$292K +$10.5K +26 +4%
GAM
1773
Gould Asset Management
California
$291K -$14.2K -35 -5%
CWM
1774
CarsonAllaria Wealth Management
Illinois
$291K -$1.22K -3 -0.5%
VBFP
1775
Valtinson Bruner Financial Planning
Minnesota
$291K

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.