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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
EFM
2051
E Fund Management
China
$221K +$211K +454 New
GWM
2052
Greenwich Wealth Management
Connecticut
$221K +$211K +455 New
AIM
2053
Alhambra Investment Management
Florida
$221K +$211K +454 New
IFS
2054
Ifrah Financial Services
Arkansas
$220K +$210K +453 New
LWM
2055
Lodestone Wealth Management
Washington
$220K +$210K +452 New
SDWIA
2056
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$220K +$210K +452 New
CH
2057
Canton Hathaway
Rhode Island
$219K
MWM
2058
Mascoma Wealth Management
New Hampshire
$219K
BDFN
2059
Bond & Devick Financial Network
Minnesota
$219K +$209K +450 New
DFA
2060
Delta Financial Advisors
Louisiana
$219K +$209K +450 New
CFD
2061
Creative Financial Designs
Indiana
$218K +$1.86K +4 +0.9%
BAAM
2062
Baker Avenue Asset Management
California
$218K +$208K +447 New
VBWMG
2063
Von Berge Wealth Management Group
California
$217K +$219K +472 New
PBO
2064
Peoples Bank (Ohio)
Ohio
$216K +$207K +445 New
SWM
2065
Sugarloaf Wealth Management
Georgia
$216K -$109K -234 -34%
BTIM
2066
BancFirst Trust & Investment Management
Oklahoma
$216K +$206K +444 New
IWA
2067
IVC Wealth Advisors
Pennsylvania
$216K +$206K +444 New
SWK
2068
Stephen W. Kidder
$216K +$206K +443 New
GWM
2069
Gitterman Wealth Management
New Jersey
$215K +$205K +442 New
AAM
2070
Autus Asset Management
Arizona
$215K +$205K +442 New
CWP
2071
Core Wealth Partners
California
$215K +$746K +1,605 New
AAS
2072
Asset Allocation Strategies
Michigan
$215K +$205K +441 New
1WM
2073
1900 Wealth Management
Texas
$215K +$205K +441 New
AWM
2074
Aspire Wealth Management
Massachusetts
$215K +$205K +441 New
QI
2075
Qtron Investments
Massachusetts
$215K +$205K +441 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.