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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
DC
1876
Destiny Capital
Colorado
$293K +$289K +623 New
SWP
1877
Semus Wealth Partners
Florida
$293K +$280K +602 New
NAMP
1878
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$292K
SEP
1879
Southland Equity Partners
Missouri
$292K +$9.76K +21 +4%
GF
1880
Gries Financial
Ohio
$291K
DA
1881
Drake & Associates
Wisconsin
$290K -$929 -2 -0.3%
IIA
1882
IPG Investment Advisors
California
$290K +$20.9K +45 +8%
APW
1883
Austin Private Wealth
Texas
$290K +$277K +597 New
CWM
1884
Campbell Wealth Management
Virginia
$290K -$122K -262 -31%
AI
1885
Accredited Investors
Minnesota
$289K -$118K -253 -30%
CCP
1886
Cassia Capital Partners
North Carolina
$289K +$276K +594 New
TCWA
1887
Ten Capital Wealth Advisors
Washington
$288K -$17.2K -37 -6%
RCG
1888
Rock Creek Group
District of Columbia
$288K -$7.43K -16 -3%
BCMO
1889
Buckingham Capital Management (Ohio)
Ohio
$288K
AC
1890
Avestar Capital
New York
$288K +$275K +591 New
HFM
1891
Hartford Funds Management
Pennsylvania
$288K +$275K +591 New
MCM
1892
McMillion Capital Management
North Carolina
$287K
RWP
1893
Ridgecrest Wealth Partners
California
$287K
OL
1894
Optas LLC
Texas
$287K +$274K +590 New
GGS
1895
Galvin Gaustad & Stein
Arizona
$287K -$18.6K -40 -6%
GPI
1896
General Partner Inc
Pennsylvania
$285K +$272K +586 New
HFS
1897
HBC Financial Services
Washington
$285K +$116K +250 +71%
MAG
1898
Mayfair Advisory Group
Alabama
$285K +$7.9K +17 +3%
Credit Agricole
1899
Credit Agricole
France
$285K -$8.83K -19 -3%
WCFA
1900
Walkner Condon Financial Advisors
Wisconsin
$284K +$271K +583 New

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.