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Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
APA
1826
Astoria Portfolio Advisors
New York
$266K +$244K +603 New
CFA
1827
Camarda Financial Advisors
Florida
$266K +$244K +603 New
CW
1828
Connectus Wealth
Ohio
$265K -$288K -711 -49%
PIA
1829
Powell Investment Advisors
Florida
$264K
WFI
1830
West Family Investments
California
$264K
BAS
1831
Brown Advisory Securities
Maryland
$263K -$98.1K -242 -29%
BCMO
1832
Buckingham Capital Management (Ohio)
Ohio
$262K
DBIA
1833
Dumont & Blake Investment Advisors
New Jersey
$262K +$241K +594 New
WAS
1834
Wealth Advisory Solutions
Indiana
$262K +$241K +594 New
SWP
1835
Summit Wealth Partners
Florida
$261K +$1.22K +3 +0.5%
CHC
1836
City Holding Co
West Virginia
$261K -$10.5K -26 -4%
CPC
1837
Consolidated Planning Corp
Georgia
$260K
MCM
1838
McMillion Capital Management
North Carolina
$260K
RWP
1839
Ridgecrest Wealth Partners
California
$260K
FA
1840
Faithward Advisors
Pennsylvania
$259K -$2.03K -5 -0.8%
MHR
1841
Matthew Hamilton Rosenberg
$259K +$6.08K +15 +2%
KTM
1842
Keeler Thomas Management
Utah
$258K
CCMW
1843
Cypress Capital Management (Wyoming)
Wyoming
$257K -$78.2K -193 -25%
IWA
1844
IBEX Wealth Advisors
New Jersey
$257K +$236K +582 New
C
1845
CEDRUS
Colorado
$256K +$236K +581 New
ACM
1846
AUA Capital Management
Pennsylvania
$256K
FOA
1847
Five Oceans Advisors
California
$256K
EIP
1848
Ellis Investment Partners
Pennsylvania
$256K +$1.62K +4 +0.7%
CLOS
1849
Compagnie Lombard Odier SCmA
Switzerland
$255K -$137K -337 -37%
WCAMG
1850
Woodard & Company Asset Management Group
North Carolina
$255K

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.