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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
RG
2101
Retirement Group
California
$39K +$6.89K +17 +24%
CAGAS
2102
Capital Advisory Group Advisory Services
Minnesota
$38K +$35.3K +87 New
KFI
2103
Key Financial Inc
Pennsylvania
$36K -$40.5K -100 -55%
GWMIA
2104
Global Wealth Management Investment Advisory
Florida
$36K -$26.4K -65 -44%
ASBI
2105
American State Bank (Iowa)
Iowa
$35.3K
SC
2106
Sierra Capital
Florida
$35K -$19.9K -49 -38%
CIA
2107
Cascade Investment Advisors
Oregon
$33.1K
HWM
2108
HighMark Wealth Management
Minnesota
$33K
MRCM
2109
M&R Capital Management
New Jersey
$32K
WTA
2110
Washington Trust Advisors
Massachusetts
$31K -$23.9K -59 -46%
ARMC
2111
American Research & Management Company
Massachusetts
$31K
WPWM
2112
Western Pacific Wealth Management
Illinois
$31K
Macquarie Group
2113
Macquarie Group
Australia
$28.5K -$7.88M -19,440 -23%
OCM
2114
Orion Capital Management
California
$27K
PAG
2115
Paladin Advisory Group
Iowa
$27K +$24.7K +61 New
FRA
2116
Front Row Advisors
California
$26K
IAS
2117
IMA Advisory Services
Colorado
$24K
YAL
2118
Your Advocates Ltd
Texas
$24K
AA
2119
Addison Advisors
Vermont
$23K
MAM
2120
McCarthy Asset Management
California
$23K
SC
2121
Schubert & Co
Texas
$23K +$16.2K +40 +333%
LAS
2122
Lloyd Advisory Services
Georgia
$22K -$64.9K -160 -76%
PCA
2123
Providence Capital Advisors
North Carolina
$22K -$6.89K -17 -26%
CYG
2124
Clean Yield Group
Vermont
$22K
OLVIG
2125
Oliver Lagore Vanvalin Investment Group
Michigan
$22K +$20.3K +50 New

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.