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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
WA
2026
Wealth Architects
California
$233K +$222K +478 New
SCM
2027
Stonehearth Capital Management
Massachusetts
$232K +$222K +478 New
MMHP
2028
Murphy Middleton Hinkle & Parker
Georgia
$232K +$222K +477 New
SWM
2029
Seed Wealth Management
Illinois
$232K +$221K +476 New
CWM
2030
Connecticut Wealth Management
Connecticut
$231K +$221K +475 New
WPA
2031
Winning Points Advisors
Florida
$231K -$23.2K -50 -10%
CFP
2032
Catalyst Financial Partners
Massachusetts
$230K +$220K +473 New
SMF
2033
Sterling Manor Financial
New York
$230K +$219K +472 New
CWM
2034
Cahaba Wealth Management
Georgia
$229K +$218K +470 New
IA
2035
Insight Advisors
Pennsylvania
$228K +$222K +478 New
HA
2036
HFG Advisors
Ohio
$228K +$217K +468 New
ACM
2037
AUA Capital Management
Pennsylvania
$227K
WWG
2038
West Wealth Group
California
$226K +$216K +464 New
AAS
2039
Annex Advisory Services
Wisconsin
$226K +$216K +464 New
DWA
2040
Dougherty Wealth Advisers
Minnesota
$225K
PPWM
2041
Paragon Private Wealth Management
Kentucky
$223K +$213K +459 New
CA
2042
Crewe Advisors
Utah
$223K -$53K -114 -20%
AFM
2043
Andesa Financial Management
Pennsylvania
$223K -$48.8K -105 -19%
CBT
2044
CoreFirst Bank & Trust
Kansas
$223K
AWS
2045
AJ Wealth Strategies
New York
$222K +$212K +456 New
WCAMG
2046
Woodard & Company Asset Management Group
North Carolina
$222K -$46.5K -100 -18%
B
2047
Bridgeworth
Alabama
$222K +$212K +456 New
BOH
2048
Bank of Hawaii
Hawaii
$221K +$211K +455 New
WW
2049
Westshore Wealth
California
$221K +$211K +455 New
AA
2050
AlphaMark Advisors
Kentucky
$221K

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.