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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
SWIM
1851
Smallwood Wealth Investment Management
New Jersey
$303K
BHBT
1852
Burke & Herbert Bank & Trust
Virginia
$303K
BBW
1853
Blue Barn Wealth
Utah
$303K -$3.72K -8 -1%
DP
1854
Divergent Planning
Maryland
$303K
RPA
1855
Rock Point Advisors
Vermont
$302K -$4.65K -10 -2%
OPCM
1856
Osborne Partners Capital Management
California
$301K +$288K +619 New
MHWM
1857
Montz Harcus Wealth Management
Louisiana
$301K +$1.39K +3 +0.5%
EI
1858
Ellevest Inc
New York
$301K
SWM
1859
Selective Wealth Management
Virginia
$301K +$235K +506 +294%
SCA
1860
Sage Capital Advisors
South Dakota
$300K +$929 +2 +0.3%
WFI
1861
West Family Investments
California
$300K +$7.9K +17 +3%
P
1862
&Partners
Tennessee
$299K
CFO
1863
Collective Family Office
Pennsylvania
$299K -$4.65K -10 -2%
TF
1864
Tompkins Financial
New York
$299K -$8.36K -18 -3%
TC
1865
Touchstone Capital
Pennsylvania
$298K
TCM
1866
Telos Capital Management
California
$298K +$23.7K +51 +9%
AF
1867
Arrow Financial
New York
$297K -$27.9K -60 -9%
RIA
1868
Regal Investment Advisors
Michigan
$297K -$7.43K -16 -3%
DBIA
1869
Dumont & Blake Investment Advisors
New Jersey
$296K -$6.5K -14 -2%
TCWM
1870
Total Clarity Wealth Management
Illinois
$296K +$5.58K +12 +2%
B
1871
Barings
North Carolina
$295K -$88.3K -190 -24%
LTI
1872
Laffer Tengler Investments
Tennessee
$295K -$23.7K -51 -8%
EW
1873
Evoke Wealth
California
$295K -$140K -302 -33%
ECA
1874
Elevated Capital Advisors
Utah
$294K +$281K +605 New
WE
1875
Wealth Effects
Massachusetts
$294K

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.