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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
CIM
1901
Chiron Investment Management
New York
$283K
FOA
1902
Five Oceans Advisors
California
$283K
RFG
1903
RFP Financial Group
Georgia
$283K +$270K +581 New
AWP
1904
Abacus Wealth Partners
California
$282K -$114K -246 -30%
TPM
1905
Triasima Portfolio Management
Quebec, Canada
$281K
HBW
1906
Hazlett, Burt & Watson
West Virginia
$281K +$465 +1 +0.2%
FDS
1907
First Dallas Securities
Texas
$280K
CHC
1908
City Holding Co
West Virginia
$278K -$10.7K -23 -4%
CP
1909
CenterBook Partners
Connecticut
$278K +$265K +571 New
WA
1910
Waddell & Associates
Tennessee
$275K +$19.5K +42 +8%
R
1911
Rebalance
California
$275K +$263K +566 New
SBWIC
1912
Schaper Benz & Wise Investment Counsel
Wisconsin
$275K +$263K +565 New
RIM
1913
Regent Investment Management
Kentucky
$274K
MCM
1914
Marathon Capital Management
Maryland
$273K -$14.9K -32 -5%
EMG
1915
ETF Managers Group
New Jersey
$272K -$1.29M -2,778 -83%
FUBT
1916
First United Bank & Trust
Maryland
$271K
PWP
1917
Phillips Wealth Planners
Mississippi
$271K +$262K +563 New
CF
1918
Copperwynd Financial
Arizona
$271K +$17.2K +37 +7%
AWM
1919
Angeles Wealth Management
California
$271K +$259K +557 New
IFU
1920
iSAM Funds (UK)
United Kingdom
$270K +$258K +556 New
PPW
1921
Parcion Private Wealth
Washington
$270K +$1.86K +4 +0.7%
VFIC
1922
Valley Forge Investment Consultants
Pennsylvania
$269K
LWMNY
1923
Landmark Wealth Management (New York)
New York
$269K
WQ
1924
Wealth Quarterback
New Jersey
$269K +$4.65K +10 +2%
AA
1925
Aire Advisors
California
$268K -$78.5K -169 -23%

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.