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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
HWM
1826
Howard Wealth Management
Connecticut
$320K +$6.5K +14 +2%
KTA
1827
Keeley-Teton Advisors
Illinois
$319K -$17.7K -38 -5%
FWM
1828
Fairhaven Wealth Management
Illinois
$319K -$2.32K -5 -0.8%
BCM
1829
Becker Capital Management
Oregon
$318K -$42.8K -92 -12%
SIM
1830
SSI Investment Management
California
$318K
ISL
1831
Ingalls & Snyder LLC
New York
$317K
CCM
1832
Chilton Capital Management
Texas
$316K -$46.9K -101 -13%
CWM
1833
Congress Wealth Management
Massachusetts
$316K -$6.97K -15 -2%
ST
1834
Spinnaker Trust
Maine
$316K
OWA
1835
Opal Wealth Advisors
New York
$315K -$27.4K -59 -8%
LI
1836
LMCG Investments
Massachusetts
$315K -$14.9K -32 -5%
BFG
1837
Bouchey Financial Group
New York
$314K
OWM
1838
OneAscent Wealth Management
Alabama
$314K -$6.5K -14 -2%
FNBOSM
1839
First National Bank of South Miami
Florida
$314K
CWM
1840
CarsonAllaria Wealth Management
Illinois
$312K +$929 +2 +0.3%
MFS
1841
Madrona Financial Services
Washington
$312K +$4.65K +10 +2%
ATFA
1842
All Terrain Financial Advisors
Minnesota
$311K -$9.29K -20 -3%
LSA
1843
Lion Street Advisors
Texas
$311K +$148K +319 +52%
NWM
1844
Northwest Wealth Management
Iowa
$311K +$297K +639 New
AL
1845
ACAS LLC
California
$309K +$296K +636 New
FMTCOCP
1846
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$306K +$85.5K +184 +41%
DCBT
1847
Dakota Community Bank & Trust
North Dakota
$305K -$13K -28 -4%
SIS
1848
Sound Income Strategies
Florida
$304K +$52K +112 +22%
SFS
1849
Summit Financial Strategies
Ohio
$304K -$48.3K -104 -14%
MSS
1850
Mitchell Sinkler & Starr
Pennsylvania
$304K +$23.7K +51 +9%

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.