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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
KFI
1776
Key Financial Inc
Pennsylvania
$359K
DIP
1777
DT Investment Partners
Pennsylvania
$359K
PIA
1778
Powell Investment Advisors
Florida
$359K
WIA
1779
World Investment Advisors
California
$355K -$138K -297 -29%
MCM
1780
Mainstay Capital Management
Michigan
$353K
D
1781
Dentgroup
Louisiana
$353K +$465 +1 +0.1%
AG
1782
Advocate Group
Minnesota
$352K -$23.2K -50 -6%
EP
1783
Eudaimonia Partners
Tennessee
$351K -$12.1K -26 -3%
HVP
1784
Hudson Value Partners
Florida
$351K -$11.2K -24 -3%
LA
1785
Lifeworks Advisors
Michigan
$351K +$22.3K +48 +7%
KWM
1786
Kaydan Wealth Management
Michigan
$350K
NAM
1787
NTV Asset Management
West Virginia
$350K
WCA
1788
Westover Capital Advisors
Delaware
$350K
TNAM
1789
Terra Nova Asset Management
New York
$348K -$1.86K -4 -0.6%
SEC
1790
Seven Eight Capital
New York
$348K +$332K +715 New
MCM
1791
Manchester Capital Management
Vermont
$347K +$929 +2 +0.3%
HBT
1792
Hills Bank & Trust
Iowa
$347K -$32.1K -69 -9%
AA
1793
AlphaQ Advisors
Florida
$346K +$331K +712 New
WDL
1794
Well Done LLC
Michigan
$346K +$11.2K +24 +3%
PWSG
1795
Pacific Wealth Strategies Group
California
$345K +$330K +710 New
WAAG
1796
Wealth Alliance Advisory Group
Kansas
$344K -$6.5K -14 -2%
CPC
1797
Consolidated Planning Corp
Georgia
$344K +$39K +84 +13%
PS
1798
Portfolio Strategies
New York
$343K
OHWP
1799
Oak Harbor Wealth Partners
North Carolina
$341K +$326K +701 New
MC
1800
Mathes Company
New York
$341K

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.