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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
WCM
2076
Wedge Capital Management
North Carolina
$213K +$204K +438 New
WC
2077
Weil Company
California
$212K +$203K +437 New
CA
2078
Centerpoint Advisors
Massachusetts
$212K +$465 +1 +0.2%
IFPG
2079
Intrepid Financial Planning Group
Indiana
$212K +$202K +435 New
TWP
2080
Tower Wealth Partners
Pennsylvania
$212K
WCM
2081
Whitener Capital Management
North Carolina
$212K +$202K +435 New
EWM
2082
Evermay Wealth Management
Virginia
$211K +$11.6K +25 +6%
SP
2083
Successful Portfolios
Florida
$211K +$202K +434 New
TC
2084
TAGStone Capital
North Carolina
$211K +$202K +434 New
BCM
2085
Brooktree Capital Management
Michigan
$211K -$60.9K -131 -23%
GD
2086
Grandfield & Dodd
New York
$211K +$201K +433 New
RCWM
2087
Royal Capital Wealth Management
Indiana
$210K +$200K +431 New
MMA
2088
Miracle Mile Advisors
California
$210K -$276K -593 -58%
MAM
2089
Milestone Asset Management
Pennsylvania
$209K +$221K +475 New
Financial Engines Advisors
2090
Financial Engines Advisors
California
$209K +$200K +430 New
OAM
2091
Oak Asset Management
California
$208K +$199K +428 New
BWA
2092
Burt Wealth Advisors
Maryland
$208K +$198K +427 New
JC
2093
JB Capital
Connecticut
$207K +$198K +426 New
LF
2094
LifeSteps Financial
California
$206K +$197K +424 New
SCA
2095
Southern Capital Advisors
Tennessee
$206K +$197K +423 New
FNA
2096
First National Advisers
Nebraska
$205K +$22.3K +48 +13%
LSIA
2097
LaSalle St. Investment Advisors
Illinois
$205K +$197K +423 New
TCMP
2098
Thrive Capital Management (Pennsylvania)
Pennsylvania
$205K +$196K +421 New
DLA
2099
Douglas Lane & Associates
New York
$205K +$195K +420 New
OCPWS
2100
One Charles Private Wealth Services
Massachusetts
$204K +$195K +420 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.