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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
BHPW
1801
Beverly Hills Private Wealth
California
$340K +$325K +699 New
SFS
1802
Stiles Financial Services
Minnesota
$340K +$3.72K +8 +1%
DAM
1803
Delta Asset Management
Tennessee
$340K -$23.7K -51 -7%
LC
1804
Lindbrook Capital
California
$339K +$93.9K +202 +41%
LFG
1805
Lockerman Financial Group
California
$337K +$7.9K +17 +3%
RBC
1806
Romano Brothers & Co
Illinois
$337K +$5.58K +12 +2%
ZIMP
1807
Zimmermann Investment Management & Planning
Pennsylvania
$336K +$465 +1 +0.1%
NF
1808
Norwood Financial
Pennsylvania
$336K
QC
1809
Quent Capital
New York
$334K +$25.6K +55 +9%
CL
1810
Choreo LLC
Illinois
$334K +$22.3K +48 +8%
SCA
1811
Stonebridge Capital Advisors
Minnesota
$333K +$3.25K +7 +1%
LAM
1812
LifePro Asset Management
California
$333K -$32.1K -69 -9%
RWI
1813
Red Wave Investments
Pennsylvania
$332K -$229K -493 -42%
MFGM
1814
Marshall Financial Group (Maryland)
Maryland
$332K
CFO
1815
Callan Family Office
Pennsylvania
$332K +$317K +682 New
DWA
1816
Delap Wealth Advisory
Oregon
$332K +$317K +682 New
WEG
1817
World Equity Group
Illinois
$331K -$46.9K -101 -13%
MPCG
1818
Matrix Private Capital Group
New York
$329K -$16.3K -35 -5%
FNB
1819
Farmers National Bank
Kentucky
$329K -$5.11K -11 -2%
BPWM
1820
Badgley Phelps Wealth Managers
Washington
$326K
WF
1821
Wayfinding Financial
Washington
$326K -$86.9K -187 -18%
PL
1822
Plancorp LLC
Missouri
$325K +$68.3K +147 +28%
PCG
1823
Prosperity Consulting Group
Maryland
$325K +$310K +668 New
SWP
1824
Summit Wealth Partners
Florida
$322K +$2.32K +5 +0.8%
ACP
1825
Aveo Capital Partners
Colorado
$322K +$307K +661 New

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.