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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
CTI
1751
Community Trust & Investment
Kentucky
$287K +$310K +743 New
PR
1752
Payden & Rygel
California
$286K
DIP
1753
DT Investment Partners
Pennsylvania
$285K
OAM
1754
Occidental Asset Management
California
$285K
PIA
1755
Powell Investment Advisors
Florida
$285K +$57.6K +138 +23%
SGA
1756
Strategic Global Advisors
California
$284K
CPO
1757
Cerity Partners OCIO
New York
$283K -$10.9K -26 -3%
SFS
1758
Summit Financial Strategies
Ohio
$282K
SIC
1759
Salem Investment Counselors
North Carolina
$280K -$627K -1,502 -67%
MCM
1760
Mainstay Capital Management
Michigan
$280K
WAAG
1761
Wealth Alliance Advisory Group
Kansas
$279K +$5.85K +14 +2%
AA
1762
Aire Advisors
California
$279K +$26.7K +64 +10%
NAM
1763
NTV Asset Management
West Virginia
$278K
WCA
1764
Westover Capital Advisors
Delaware
$278K
TNAM
1765
Terra Nova Asset Management
New York
$278K +$1.67K +4 +0.6%
KWM
1766
Kaydan Wealth Management
Michigan
$278K
MCM
1767
Manchester Capital Management
Vermont
$275K -$835 -2 -0.3%
MPCG
1768
Matrix Private Capital Group
New York
$275K -$418 -1 -0.1%
TFA
1769
Tranquilli Financial Advisor
New Jersey
$275K +$65.6K +157 +28%
NWMG
1770
National Wealth Management Group
Ohio
$274K +$296K +709 New
OSNBOA
1771
Old Second National Bank of Aurora
Illinois
$273K
OWA
1772
Opal Wealth Advisors
New York
$273K +$9.6K +23 +3%
PS
1773
Portfolio Strategies
New York
$272K -$2.92K -7 -1%
MFG
1774
Menard Financial Group
Texas
$272K +$8.77K +21 +3%
MC
1775
Mathes Company
New York
$270K

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.