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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
NCM
1801
Northside Capital Management
Oregon
$256K +$14.6K +35 +6%
MBT
1802
Montecito Bank & Trust
California
$256K +$80.2K +192 +41%
OWM
1803
OneAscent Wealth Management
Alabama
$255K -$102K -244 -27%
ATFA
1804
All Terrain Financial Advisors
Minnesota
$255K
FWM
1805
Fairhaven Wealth Management
Illinois
$255K +$9.6K +23 +4%
LTI
1806
Laffer Tengler Investments
Tennessee
$254K +$5.01K +12 +2%
SWP
1807
Summit Wealth Partners
Florida
$254K +$16.3K +39 +6%
DCBT
1808
Dakota Community Bank & Trust
North Dakota
$253K +$274K +655 New
GFPC
1809
Global Financial Private Client
Florida
$252K -$9.19K -22 -3%
ISL
1810
Ingalls & Snyder LLC
New York
$252K
SIM
1811
SSI Investment Management
California
$252K
AWM
1812
Aries Wealth Management
Maine
$252K +$3.76K +9 +2%
ST
1813
Spinnaker Trust
Maine
$251K +$835 +2 +0.3%
FNBOSM
1814
First National Bank of South Miami
Florida
$249K -$27.1K -65 -9%
BFG
1815
Bouchey Financial Group
New York
$249K +$418 +1 +0.2%
HWM
1816
Howard Wealth Management
Connecticut
$248K +$269K +644 New
CWM
1817
CarsonAllaria Wealth Management
Illinois
$247K
TIM
1818
Tortoise Investment Management
New York
$247K +$251K +600 +1,500%
CL
1819
Choreo LLC
Illinois
$246K +$1.67K +4 +0.6%
TF
1820
Tompkins Financial
New York
$245K +$7.1K +17 +3%
QC
1821
Quent Capital
New York
$244K +$418 +1 +0.2%
MFS
1822
Madrona Financial Services
Washington
$244K +$50.9K +122 +24%
GGS
1823
Galvin Gaustad & Stein
Arizona
$243K
JCM
1824
Janney Capital Management
Pennsylvania
$243K
BBW
1825
Blue Barn Wealth
Utah
$243K +$8.35K +20 +3%

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.