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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
JEST
2076
JTC Employer Solutions Trustee
Jersey
$52K
AP
2077
Arlington Partners
Alabama
$52K +$17K +42 +55%
TFS
2078
TrustCore Financial Services
Tennessee
$51K
EARNEST Partners
2079
EARNEST Partners
Georgia
$50K
RIM
2080
Rockbridge Investment Management
New York
$49.1K +$10.1K +25 +29%
FPFS
2081
First Personal Financial Services
North Carolina
$49K
APP
2082
Alpha Paradigm Partners
Illinois
$49K +$45K +111 New
NWM
2083
Nauset Wealth Management
Connecticut
$48K +$43.8K +108 New
BCMLT
2084
Beacon Capital Management LLC (Tennessee)
Tennessee
$48K +$44.2K +109 New
AS
2085
Altshuler Shaham
Israel
$46K +$42.2K +104 New
WIM
2086
Westside Investment Management
California
$45.1K +$3.24K +8 +0.6%
PP
2087
PrairieView Partners
Minnesota
$45K
IWP
2088
IAG Wealth Partners
Wisconsin
$45K +$405 +1 +1%
SQA
2089
Simon Quick Advisors
New Jersey
$45K +$39.3K +97 +1,940%
WAS
2090
Winch Advisory Services
Wisconsin
$44K -$405 -1 -1%
PCC
2091
Park Circle Company
Maryland
$44K
CDIA
2092
Capital Directions Investment Advisors
Georgia
$44K +$40.5K +100 New
EW
2093
Evoke Wealth
California
$43K +$8.92K +22 +29%
SPWM
2094
Spartan Planning & Wealth Management
North Carolina
$43K +$39.3K +97 New
KPCM
2095
Kings Point Capital Management
New York
$42K -$16.2K -40 -29%
SC
2096
Solstein Capital
California
$42K +$405 +1 +1%
SLWA
2097
San Luis Wealth Advisors
California
$42K +$47.8K +118 New
DI
2098
Disciplined Investments
Oklahoma
$41K -$12.6K -31 -25%
CCA
2099
Column Capital Advisors
Indiana
$41K -$811 -2 -2%
CTB
2100
Country Trust Bank
Illinois
$41K

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.