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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
TSWM
2126
Tyler-Stone Wealth Management
Ohio
$179K +$465 +1 +0.3%
HB
2127
Horizon Bancorp
Indiana
$175K +$167K +360 New
FFL
2128
Financial Freedom LLC
Ohio
$173K +$165K +356 New
AWM
2129
Atticus Wealth Management
Florida
$173K +$2.79K +6 +2%
RP
2130
Rowlandmiller & Partners
Georgia
$169K
EL
2131
EMFO LLC
Florida
$166K
BA
2132
Bellwether Advisors
Nebraska
$163K -$4.65K -10 -3%
TFGT
2133
TS Financial Group (TSFG)
Illinois
$163K +$53.9K +116 +53%
TWM
2134
Tradition Wealth Management
Minnesota
$161K
WAS
2135
Winch Advisory Services
Wisconsin
$160K +$98.5K +212 +183%
LSA
2136
Lansing Street Advisors
Pennsylvania
$156K +$89.7K +193 +151%
GIA
2137
Goodwin Investment Advisory
Georgia
$156K +$929 +2 +0.6%
OWA
2138
One Wealth Advisors
California
$156K +$149K +321 New
MS
2139
Madden Securities
Texas
$153K -$232K -500 -61%
PVH
2140
Psagot Value Holdings
Israel
$144K -$2.75M -5,917 -95%
PPWM
2141
PFG Private Wealth Management
Florida
$143K -$6.04K -13 -4%
CT
2142
Clearstead Trust
Maine
$142K +$107K +231 +385%
PMFA
2143
Plante Moran Financial Advisors
Michigan
$141K +$12.5K +27 +10%
QT
2144
Quantbot Technologies
New York
$139K +$132K +285 New
C
2145
Covestor
United Kingdom
$136K -$22.3K -48 -15%
ACM
2146
Antonetti Capital Management
Florida
$135K
HCM
2147
Hollencrest Capital Management
California
$135K +$129K +278 New
SCM
2148
Silvant Capital Management
Georgia
$135K
FPFS
2149
First Personal Financial Services
North Carolina
$132K -$16.3K -35 -11%
MFT
2150
Moisand Fitzgerald Tamayo
Florida
$130K +$1.39K +3 +1%

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.