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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
FNC
1976
First National Corp
Massachusetts
$251K -$4.18K -9 -2%
B
1977
Bailard
California
$251K -$18.1K -39 -7%
AFT
1978
Alpha Family Trust
California
$251K +$239K +515 New
AWM
1979
Aries Wealth Management
Maine
$250K -$1.39K -3 -0.6%
LF
1980
Lee Financial
Texas
$250K -$1.39K -3 -0.6%
PA
1981
PSI Advisors
Florida
$250K +$2.32K +5 +1%
CFA
1982
Capstone Financial Advisors
Illinois
$249K +$238K +512 New
KOC
1983
Koss-Olinger Consulting
Florida
$249K -$339K -729 -59%
TCM
1984
Triumph Capital Management
Colorado
$249K +$238K +512 New
MYLI
1985
Meiji Yasuda Life Insurance
Japan
$247K -$116K -250 -33%
JFG
1986
JMG Financial Group
Illinois
$247K +$236K +507 New
GWA
1987
GGM Wealth Advisors
Maryland
$246K +$1.39K +3 +0.6%
VBFP
1988
Valtinson Bruner Financial Planning
Minnesota
$246K -$20K -43 -7%
BEAM
1989
Baker Ellis Asset Management
Washington
$246K -$12.5K -27 -5%
BWM
1990
Birchcreek Wealth Management
Ohio
$246K +$235K +505 New
SCFS
1991
S.C. Financial Services
Arizona
$246K +$235K +505 New
CPSC
1992
Carl P. Sherr & Co
Massachusetts
$245K -$158K -339 -40%
LA
1993
LexAurum Advisors
Kansas
$245K -$19.5K -42 -8%
AWM
1994
Aberdeen Wealth Management
Illinois
$245K +$234K +504 New
FA
1995
Fountainhead AM
New Jersey
$245K +$234K +504 New
FWM
1996
FSA Wealth Management
Massachusetts
$244K +$233K +502 New
CCM
1997
Cribstone Capital Management
Maine
$244K -$702K -1,511 -75%
AC
1998
ASB Consultores
Florida
$243K +$232K +500 New
CM
1999
Caption Management
Oklahoma
$243K +$232K +500 New
CRG
2000
Cornerstone Retirement Group
Nevada
$243K +$232K +500 New

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.