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
ECM
2076
Estabrook Capital Management
New York
$18.9K +$1.25K +3 +7%
VCM
2077
Versant Capital Management
Arizona
$17K
SC
2078
Stephens Consulting
Michigan
$17K
GKIM
2079
GW&K Investment Management
Massachusetts
$16K -$144K -345 -89%
SFO
2080
Standard Family Office
South Dakota
$16K +$17.5K +42 New
UCB
2081
United Community Bank
South Carolina
$15.5K
LFG
2082
Larson Financial Group
Missouri
$15K -$45.1K -108 -73%
OA
2083
Operose Advisors
Wisconsin
$15K
SC
2084
Sierra Capital
Florida
$15K
RG
2085
Retirement Group
California
$14K -$20K -48 -56%
EAM
2086
Eukles Asset Management
Ohio
$14K
YAL
2087
Your Advocates Ltd
Texas
$14K
PP
2088
PFS Partners
New Jersey
$13.8K +$418 +1 +3%
LFA
2089
Legend Financial Advisors
Pennsylvania
$13.5K +$14.6K +35 New
FSWA
2090
Financial Synergies Wealth Advisors
Texas
$13.1K
ME
2091
McIlrath & Eck
Washington
$13K
BC
2092
Belmont Capital
California
$12K +$13.4K +32 New
TIM
2093
Tevis Investment Management
Texas
$10K
OCM
2094
Osterweis Capital Management
California
$10K +$10.4K +25 New
UFF
2095
USA Financial Formulas
Michigan
$9K -$941K -2,253 -99%
CWM
2096
Castle Wealth Management
Florida
$9K
TAM
2097
Tucker Asset Management
Colorado
$8.27K +$2.09K +5 +42%
CP
2098
Castleview Partners
Texas
$8K -$815K -1,953 -99%
TJHA
2099
Thomas J. Herzfeld Advisors
Florida
$8K
BHWM
2100
Beaird Harris Wealth Management
Texas
$7K

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.