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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
RPA
1826
Rock Point Advisors
Vermont
$243K +$8.35K +20 +3%
TCWA
1827
Ten Capital Wealth Advisors
Washington
$243K +$13.4K +32 +5%
RIA
1828
Regal Investment Advisors
Michigan
$242K +$18.8K +45 +8%
BAM
1829
Byrne Asset Management
New Jersey
$242K +$23K +55 +10%
CFO
1830
Collective Family Office
Pennsylvania
$241K -$83.5K -200 -24%
CPC
1831
Consolidated Planning Corp
Georgia
$241K
MAG
1832
Mayfair Advisory Group
Alabama
$241K +$418 +1 +0.2%
SWIM
1833
Smallwood Wealth Investment Management
New Jersey
$241K +$260K +623 New
BHBT
1834
Burke & Herbert Bank & Trust
Virginia
$240K
DBIA
1835
Dumont & Blake Investment Advisors
New Jersey
$240K +$5.01K +12 +2%
DP
1836
Divergent Planning
Maryland
$240K +$38.8K +93 +18%
LSA
1837
Lion Street Advisors
Texas
$239K -$133K -319 -34%
EI
1838
Ellevest Inc
New York
$239K +$1.25K +3 +0.5%
HCM
1839
Hilton Capital Management
New York
$239K +$1.25K +3 +0.5%
GWA
1840
GGM Wealth Advisors
Maryland
$238K +$1.25K +3 +0.6%
MHWM
1841
Montz Harcus Wealth Management
Louisiana
$238K +$6.68K +16 +3%
TC
1842
TwinBeech Capital
New York
$238K +$257K +615 New
TC
1843
Touchstone Capital
Pennsylvania
$237K
P
1844
&Partners
Tennessee
$237K +$418 +1 +0.2%
SCA
1845
Sage Capital Advisors
South Dakota
$237K +$41.8K +100 +19%
WFA
1846
WMG Financial Advisors
Tennessee
$235K -$68.1K -163 -21%
RCG
1847
Rock Creek Group
District of Columbia
$235K -$26.3K -63 -9%
WWA
1848
WC Walker & Associates
California
$235K
WE
1849
Wealth Effects
Massachusetts
$234K +$9.19K +22 +4%
Credit Agricole
1850
Credit Agricole
France
$233K +$2.92K +7 +1%

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.