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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
FPWM
1851
FSB Premier Wealth Management
Iowa
$255K +$50.3K +124 +27%
SCA
1852
Sage Capital Advisors
South Dakota
$254K -$4.18M -10,313 -95%
FDS
1853
First Dallas Securities
Texas
$254K
MF
1854
Manchester Financial
California
$253K +$232K +573 New
SI
1855
Saxon Interests
Texas
$253K +$232K +573 New
CC
1856
Cypress Capital
Tennessee
$252K
RCG
1857
Rock Creek Group
District of Columbia
$252K +$103K +253 +80%
LA
1858
LexAurum Advisors
Kansas
$251K -$70.9K -175 -24%
Members Trust
1859
Members Trust
Florida
$250K -$3.65K -9 -2%
RIM
1860
Regent Investment Management
Kentucky
$250K
MHWM
1861
Montz Harcus Wealth Management
Louisiana
$250K +$1.22K +3 +0.5%
OR
1862
Olympiad Research
Connecticut
$249K -$42.2K -104 -16%
WA
1863
Wealth Architects
California
$248K -$3.65K -9 -2%
AWA
1864
Aaron Wealth Advisors
Illinois
$248K +$44.4M +109,467 New
LWMNY
1865
Landmark Wealth Management (New York)
New York
$248K +$454K +1,120 New
AAP
1866
Arax Advisory Partners
Colorado
$247K +$4.46K +11 +2%
KIG
1867
Kowal Investment Group
Wisconsin
$247K +$227K +559 New
MSS
1868
Mitchell Sinkler & Starr
Pennsylvania
$247K +$227K +560 New
QCIG
1869
Quad-Cities Investment Group
Iowa
$246K +$226K +558 New
DIM
1870
Delta Investment Management
California
$245K -$8.92K -22 -4%
CPSC
1871
Carl P. Sherr & Co
Massachusetts
$245K -$3.24K -8 -1%
LWA
1872
Lowe Wealth Advisors
Maryland
$245K
UWPG
1873
Ullmann Wealth Partners Group
Florida
$244K +$224K +553 New
RWRC
1874
R.W. Roge & Company
New York
$243K
CAN
1875
Claraphi Advisory Network
United States
$243K +$223K +551 New

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.