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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
SDWMA
1776
Schneider Downs Wealth Management Advisors
Pennsylvania
$270K
ONST
1777
Old North State Trust
North Carolina
$270K +$291K +697 +69,700%
NB
1778
Nicolet Bankshares
Wisconsin
$268K -$66.8K -160 -19%
KTA
1779
Keeley-Teton Advisors
Illinois
$268K -$15.9K -38 -5%
SFS
1780
Stiles Financial Services
Minnesota
$267K +$1.25K +3 +0.4%
ZIMP
1781
Zimmermann Investment Management & Planning
Pennsylvania
$267K +$2.09K +5 +0.7%
MCWA
1782
Meadow Creek Wealth Advisors
Georgia
$267K +$6.68K +16 +2%
NF
1783
Norwood Financial
Pennsylvania
$267K +$71K +170 +33%
Bank of Montreal
1784
Bank of Montreal
Ontario, Canada
$267K -$45.2M -108,249 -15%
FNB
1785
Farmers National Bank
Kentucky
$266K +$40.1K +96 +16%
WDL
1786
Well Done LLC
Michigan
$265K +$9.19K +22 +3%
MFGM
1787
Marshall Financial Group (Maryland)
Maryland
$263K -$4.59K -11 -2%
SWM
1788
Sugarloaf Wealth Management
Georgia
$263K +$67.6K +162 +31%
RBC
1789
Romano Brothers & Co
Illinois
$263K +$284K +680 New
SCA
1790
Stonebridge Capital Advisors
Minnesota
$262K -$51.8K -124 -15%
LI
1791
LMCG Investments
Massachusetts
$262K
TA
1792
TrueWealth Advisors
Alabama
$262K +$20K +48 +8%
MS
1793
Mizuho Securities
Japan
$262K +$238K +570 +528%
LFG
1794
Lockerman Financial Group
California
$261K +$13.8K +33 +5%
BPWM
1795
Badgley Phelps Wealth Managers
Washington
$259K +$17.1K +41 +7%
PCP
1796
Proficio Capital Partners
Massachusetts
$259K +$31.7K +76 +13%
AF
1797
Arrow Financial
New York
$259K +$40.1K +96 +17%
AG
1798
Algert Global
California
$257K -$581K -1,392 -68%
CWM
1799
Congress Wealth Management
Massachusetts
$257K -$64.3K -154 -19%
GAM
1800
Gould Asset Management
California
$257K +$2.09K +5 +0.8%

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.