We are live on ! Find out more
LMT icon

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
JWA
1951
JFS Wealth Advisors
Pennsylvania
$168K +$418 +1 +0.2%
CA
1952
Centerpoint Advisors
Massachusetts
$168K +$170K +406 +1,450%
FEG
1953
Financial Enhancement Group
Indiana
$164K
DWP
1954
Destiny Wealth Partners
Florida
$162K +$418 +1 +0.2%
FFA
1955
Fairfield Financial Advisors
Massachusetts
$162K +$11.3K +27 +7%
HWA
1956
Heritage Wealth Advisors
Virginia
$160K
CFFP
1957
Center for Financial Planning
Michigan
$158K -$10.4K -25 -6%
EWM
1958
Evermay Wealth Management
Virginia
$158K +$20.9K +50 +14%
CPA
1959
Cowen Prime Advisors
New York
$155K
BCA
1960
Bray Capital Advisors
Florida
$153K
AWM
1961
Atticus Wealth Management
Florida
$151K
LWCFA
1962
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$147K -$8.35K -20 -5%
LWA
1963
Lowe Wealth Advisors
Maryland
$146K -$32.2K -77 -17%
NFSG
1964
Newbridge Financial Services Group
Florida
$145K +$24.6K +59 +19%
FNA
1965
First National Advisers
Nebraska
$144K +$156K +374 New
Kayne Anderson Rudnick Investment Management
1966
Kayne Anderson Rudnick Investment Management
California
$143K
TSWM
1967
Tyler-Stone Wealth Management
Ohio
$142K -$12.9K -31 -8%
SN
1968
Sittner & Nelson
Oregon
$142K -$11.7K -28 -7%
RP
1969
Rowlandmiller & Partners
Georgia
$137K +$1.67K +4 +1%
PB
1970
Pinnacle Bancorp
Nebraska
$136K
SOW
1971
State of Wyoming
Wyoming
$136K +$45.9K +110 +46%
AAP
1972
Arax Advisory Partners
Colorado
$133K -$84.8K -203 -37%
BA
1973
Bellwether Advisors
Nebraska
$133K
PFA
1974
Professional Financial Advisors
Nebraska
$133K +$835 +2 +0.6%
CJL
1975
Cyrus J. Lawrence
New York
$132K

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.