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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
NAMP
1851
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$232K -$20.9K -50 -8%
VBFP
1852
Valtinson Bruner Financial Planning
Minnesota
$232K -$9.19K -22 -4%
WFI
1853
West Family Investments
California
$231K -$21.7K -52 -8%
GF
1854
Gries Financial
Ohio
$231K
DA
1855
Drake & Associates
Wisconsin
$231K +$250K +599 New
CHC
1856
City Holding Co
West Virginia
$230K +$1.25K +3 +0.5%
TCWM
1857
Total Clarity Wealth Management
Illinois
$230K +$5.43K +13 +2%
MCM
1858
Marathon Capital Management
Maryland
$229K -$5.43K -13 -2%
BCMO
1859
Buckingham Capital Management (Ohio)
Ohio
$229K
MCM
1860
McMillion Capital Management
North Carolina
$228K
RWP
1861
Ridgecrest Wealth Partners
California
$228K
CAM
1862
Concorde Asset Management
Michigan
$227K +$835 +2 +0.3%
EIP
1863
Ellis Investment Partners
Pennsylvania
$227K +$1.67K +4 +0.7%
MF
1864
Manchester Financial
California
$226K
RC
1865
Rovin Capital
Arizona
$225K -$2.92K -7 -1%
FOA
1866
Five Oceans Advisors
California
$225K +$418 +1 +0.2%
CIM
1867
Chiron Investment Management
New York
$225K +$243K +582 New
VAG
1868
VisionPoint Advisory Group
Texas
$225K +$243K +583 New
SEP
1869
Southland Equity Partners
Missouri
$223K +$2.92K +7 +1%
TPM
1870
Triasima Portfolio Management
Quebec, Canada
$223K -$54.3K -130 -18%
HBW
1871
Hazlett, Burt & Watson
West Virginia
$222K -$15.9K -38 -6%
FDS
1872
First Dallas Securities
Texas
$222K
MSS
1873
Mitchell Sinkler & Starr
Pennsylvania
$222K +$5.85K +14 +3%
CA
1874
Crewe Advisors
Utah
$221K +$9.6K +23 +4%
Members Trust
1875
Members Trust
Florida
$219K

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.