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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
MMHP
1951
Murphy Middleton Hinkle & Parker
Georgia
$211K +$193K +477 New
SCM
1952
Stonehearth Capital Management
Massachusetts
$211K +$193K +477 New
EFM
1953
E Fund Management
China
$211K +$194K +479 New
WP
1954
WMS Partners
Maryland
$211K +$194K +479 New
LF
1955
Lee Financial
Texas
$210K +$152K +375 +368%
AWS
1956
AJ Wealth Strategies
New York
$208K +$191K +471 New
PL
1957
Plancorp LLC
Missouri
$208K +$191K +471 New
SW
1958
SlateStone Wealth
Florida
$208K +$191K +472 New
Bank Julius Baer & Co
1959
Bank Julius Baer & Co
Switzerland
$207K -$120K -297 -39%
CFFP
1960
Center for Financial Planning
Michigan
$207K
JLBC
1961
J.L. Bainbridge & Co
Florida
$207K +$191K +470 New
CS
1962
Comerica Securities
Michigan
$206K +$189K +466 New
DU
1963
Delphia (USA)
Ontario, Canada
$206K +$189K +467 New
TFA
1964
Tranquilli Financial Advisor
New Jersey
$205K +$189K +465 New
PPW
1965
Pinnacle Private Wealth
Massachusetts
$205K +$189K +466 New
DWA
1966
Dougherty Wealth Advisers
Minnesota
$204K
IAA
1967
Ironsides Asset Advisors
North Carolina
$204K +$187K +462 New
MTC
1968
Matrix Trust Company
Colorado
$204K +$188K +463 New
CWM
1969
Cahaba Wealth Management
Georgia
$204K +$192K +474 New
TA
1970
TrueWealth Advisors
Alabama
$203K
PBO
1971
Peoples Bank (Ohio)
Ohio
$203K +$187K +461 New
MAM
1972
McLean Asset Management
Virginia
$202K +$186K +458 New
RTS
1973
Round Table Services
New Jersey
$202K +$186K +458 New
FMTCOCP
1974
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$201K
FMP
1975
Financial Management Professionals
Texas
$201K +$7.3K +18 +4%

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.