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Lockheed Martin

2,179 hedge funds and large institutions have $88.2B invested in Lockheed Martin in 2022 Q1 according to their latest regulatory filings, with 275 funds opening new positions, 862 increasing their positions, 773 reducing their positions, and 131 closing their positions.

New
Increased
Maintained
Reduced
Closed

170% more funds holding in top 10

Funds holding in top 10: 2362 (+39)

110% more first-time investments, than exits

New positions opened: 275 | Existing positions closed: 131

24% more capital invested

Capital invested by funds: $71.1B → $88.2B (+$17.1B)

12% more repeat investments, than reductions

Existing positions increased: 862 | Existing positions reduced: 773

6% more funds holding

Funds holding: 2,0612,179 (+118)

7% more call options, than puts

Call options by funds: $3.76B | Put options by funds: $3.52B

1.32% less ownership

Funds ownership: 76.38%75.06% (-1.3%)

Holders
2,179
Holders Change
+118
Holders Change %
+5.73%
% of All Funds
34.36%
Holding in Top 10
62
Holding in Top 10 Change
+39
Holding in Top 10 Change %
+169.57%
% of All Funds
0.98%
New
275
Increased
862
Reduced
773
Closed
131
Calls
$3.76B
Puts
$3.52B
Net Calls
+$236M
Net Calls Change
-$90.8M
Name Holding Trade Value Shares
Change
Change in
Stake
AC
1926
ASB Consultores
Florida
$223K +$205K +506 New
AWM
1927
Aberdeen Wealth Management
Illinois
$222K +$204K +504 New
HFW
1928
Horizon Family Wealth
Illinois
$222K +$204K +504 New
PWM
1929
Palumbo Wealth Management
New York
$221K -$70.9K -175 -26%
VBWMG
1930
Von Berge Wealth Management Group
California
$221K +$191K +472 New
JFG
1931
JMG Financial Group
Illinois
$221K +$203K +500 New
WLIM
1932
White Lighthouse Investment Management
Massachusetts
$221K +$203K +501 New
CA
1933
Crewe Advisors
Utah
$220K +$93.2K +230 +86%
JG
1934
Jefferies Group
New York
$220K +$202K +498 New
SHFA
1935
SC&H Financial Advisors
Maryland
$219K +$201K +496 New
AC
1936
Avestar Capital
New York
$218K +$200K +493 New
LFA
1937
Landmark Financial Advisors
Kentucky
$217K +$199K +491 New
WCM
1938
WealthBridge Capital Management
Ohio
$217K +$199K +491 New
MBT
1939
Montecito Bank & Trust
California
$216K +$198K +488 New
HF
1940
Halpern Financial
Virginia
$216K -$30.4K -75 -13%
IFS
1941
Ifrah Financial Services
Arkansas
$215K +$197K +486 New
KCM
1942
Kathmere Capital Management
Pennsylvania
$215K +$197K +486 New
CVM
1943
Cheviot Value Management
California
$214K +$196K +484 New
FFMBT
1944
First Farmers & Merchants Bank Trust
Tennessee
$214K +$196K +484 New
HI
1945
Human Investing
Oregon
$213K +$195K +482 New
MW
1946
MBL Wealth
North Carolina
$213K +$195K +482 New
SFA
1947
Souders Financial Advisors
Ohio
$212K -$39.7K -98 -17%
RIA
1948
Regal Investment Advisors
Michigan
$211K -$75.4K -186 -28%
MAWCM
1949
Mine & Arao Wealth Creation & Management
California
$211K
BAM
1950
Byrne Asset Management
New Jersey
$211K +$9.73K +24 +5%

LMT Hedge Fund Activity: Q1 2022 in Review

2,179 of the 6,341 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2022, worth a combined $88.2B — up 24% from $71.1B a quarter earlier.

Buyers outnumbered sellers: 275 funds opened new LMT positions and 131 closed out — a net gain of 144 holders — while 862 added to existing stakes and 773 trimmed.

The largest buyer was Capital World Investors, adding an estimated $1.04B. The largest seller was Castleview Partners, cutting an estimated $3.84B.

  • 2,179 institutional investors held Lockheed Martin (LMT) as of Q1 2022, up from 2,061 in Q4 2021.
  • Funds reported $88.2B of Lockheed Martin stock for Q1 2022, up 24% quarter-over-quarter.
  • 275 funds opened new Lockheed Martin positions in Q1 2022 and 131 closed out, a net change of +144 holders.
  • The largest Lockheed Martin buyer in Q1 2022 was Capital World Investors, an estimated $1.04B added.
  • The largest Lockheed Martin seller in Q1 2022 was Castleview Partners, an estimated $3.84B sold.

Based on aggregated 13F filings for Q1 2022.