We are live on ! Find out more
LMT icon

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
MCC
2101
Malaga Cove Capital
California
$203K +$194K +418 New
SCA
2102
Sandy Cove Advisors
Massachusetts
$202K +$193K +416 New
AAP
2103
Arax Advisory Partners
Colorado
$202K +$33K +71 +21%
HWA
2104
Heritage Wealth Advisors
Virginia
$202K
LFGH
2105
Lee Financial Group Hawaii
Hawaii
$202K +$193K +415 New
SL
2106
Stevard LLC
Illinois
$202K +$193K +415 New
WHCI
2107
W.H. Cornerstone Investments
Massachusetts
$201K -$187K -402 -47%
JWA
2108
JFS Wealth Advisors
Pennsylvania
$201K -$10.2K -22 -5%
CAM
2109
Concorde Asset Management
Michigan
$201K -$81.3K -175 -30%
NED
2110
Nancy E. Dempze
$200K +$191K +412 New
DFG
2111
Delta Financial Group
New Jersey
$200K +$191K +412 New
HF
2112
Halpern Financial
Virginia
$198K -$38.1K -82 -17%
PO
2113
Private Ocean
California
$197K -$45.5K -98 -20%
AAG
2114
Armstrong Advisory Group
Massachusetts
$196K +$187K +402 New
CPA
2115
Cowen Prime Advisors
New York
$195K
CFFP
2116
Center for Financial Planning
Michigan
$194K -$5.11K -11 -3%
BCA
2117
Bray Capital Advisors
Florida
$192K
FFA
2118
Fairfield Financial Advisors
Massachusetts
$190K -$13.5K -29 -7%
CJL
2119
Cyrus J. Lawrence
New York
$189K +$21.8K +47 +14%
LWCFA
2120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$185K
ZB
2121
Zions Bancorporation
Utah
$183K -$44.6K -96 -20%
LWA
2122
Lowe Wealth Advisors
Maryland
$183K
Kayne Anderson Rudnick Investment Management
2123
Kayne Anderson Rudnick Investment Management
California
$180K
FFA
2124
Farther Finance Advisors
California
$180K +$172K +370 New
SN
2125
Sittner & Nelson
Oregon
$180K +$465 +1 +0.3%

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.