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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
LC
1926
Landaas & Company
Wisconsin
$268K
GCMG
1927
Gyroscope Capital Management Group
Florida
$268K
LA
1928
LVW Advisors
New York
$268K
SC
1929
Searle & Co
Connecticut
$268K +$256K +550 New
BAM
1930
Byrne Asset Management
New Jersey
$267K -$36.2K -78 -12%
JC
1931
Jacobs & Co
California
$267K
RWRC
1932
R.W. Roge & Company
New York
$267K
AL
1933
Aspiriant LLC
California
$267K +$255K +548 New
RSA
1934
River Street Advisors
Illinois
$267K +$255K +548 New
EIP
1935
Ellis Investment Partners
Pennsylvania
$267K -$18.6K -40 -7%
TWA
1936
Talisman Wealth Advisors
New Jersey
$266K +$254K +546 New
AFA
1937
AllGen Financial Advisors
Florida
$265K
YIA
1938
YHB Investment Advisors
Connecticut
$265K +$8.83K +19 +4%
RC
1939
Rovin Capital
Arizona
$265K -$18.6K -40 -7%
WWA
1940
WC Walker & Associates
California
$265K +$20.4K +44 +9%
MCA
1941
MSH Capital Advisors
Arizona
$264K -$219K -471 -46%
SHWM
1942
Smith & Howard Wealth Management
Georgia
$264K
PCMC
1943
Paragon Capital Management (Colorado)
Colorado
$262K
IIM
1944
Ipswich Investment Management
Massachusetts
$262K
V
1945
VeraBank
Texas
$262K
HWA
1946
HHM Wealth Advisors
Tennessee
$262K
CMI
1947
Clare Market Investments
Texas
$262K +$250K +538 New
GWSA
1948
Global Wealth Strategies & Associates
Colorado
$261K +$250K +537 New
SW
1949
SMART Wealth
Nebraska
$261K +$250K +537 New
HCP
1950
Hexagon Capital Partners
Arkansas
$260K -$164K -352 -40%

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.