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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
AFA
1901
AllGen Financial Advisors
Florida
$211K
WQ
1902
Wealth Quarterback
New Jersey
$210K -$3.34K -8 -1%
WPA
1903
Winning Points Advisors
Florida
$210K
MC
1904
Machina Capital
France
$210K +$31.7K +76 +16%
AWA
1905
Aaron Wealth Advisors
Illinois
$210K +$227K +544 New
AG
1906
AlphaSimPlex Group
Massachusetts
$209K
WCM
1907
WealthBridge Capital Management
Ohio
$209K
SHWM
1908
Smith & Howard Wealth Management
Georgia
$209K +$8.35K +20 +4%
HWA
1909
HHM Wealth Advisors
Tennessee
$208K -$41.3K -99 -16%
HNWAG
1910
High Net Worth Advisory Group
Florida
$208K
IIM
1911
Ipswich Investment Management
Massachusetts
$208K
PCMC
1912
Paragon Capital Management (Colorado)
Colorado
$208K
V
1913
VeraBank
Texas
$208K
HFW
1914
Horizon Family Wealth
Illinois
$208K +$4.59K +11 +2%
GAM
1915
Gemmer Asset Management
California
$208K +$225K +539 New
LGF
1916
LGT Group Foundation
Liechtenstein
$207K -$365K -875 -62%
WWM
1917
Windsor Wealth Management
Indiana
$207K -$12.5K -30 -6%
KTM
1918
Keeler Thomas Management
Utah
$206K -$28K -67 -11%
BEAM
1919
Baker Ellis Asset Management
Washington
$206K
CNB
1920
Camden National Bank
Maine
$206K
YIA
1921
YHB Investment Advisors
Connecticut
$203K -$2.09K -5 -0.9%
RZH
1922
Relyea Zuckerberg Hanson
Connecticut
$203K +$219K +525 New
CBN
1923
Cadence Bank NA
Texas
$202K -$659K -1,578 -75%
FNC
1924
First National Corp
Massachusetts
$202K
WA
1925
Waddell & Associates
Tennessee
$202K

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.