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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
TJHA
2151
Thomas J. Herzfeld Advisors
Florida
$9K
CMA
2152
Cedar Mountain Advisors
Oregon
$8K
SCA
2153
Stuart Chaussee & Associates
California
$8K
WFA
2154
West Financial Advisors
Iowa
$8K +$7.7K +19 New
BCM
2155
Birch Capital Management
Texas
$7K
UIA
2156
Ulland Investment Advisors
Minnesota
$7K +$6.08K +15 New
MIM
2157
Macroview Investment Management
Maryland
$6K
TAM
2158
Tucker Asset Management
Colorado
$5.3K +$4.87K +12 New
BBPWM
2159
Blue Bell Private Wealth Management
Pennsylvania
$5K
SLWS
2160
Swaine & Leidel Wealth Services
Florida
$4.1K +$1.66M +4,098 New
MCA
2161
Maryland Capital Advisors
Maryland
$4K
RDIA
2162
RE Dickinson Investment Advisors
Iowa
$4K
CP
2163
Corbenic Partners
Pennsylvania
$4K +$4.05K +10 New
CAM
2164
Costello Asset Management
Pennsylvania
$3K
WB
2165
West Bancorporation
Iowa
$3K
UFF
2166
USA Financial Formulas
Michigan
$3K +$1.22K +3 +100%
RWML
2167
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$2.65K -$7.3K -18 -75%
CM
2168
Cornerstone Management
Georgia
$2.25K
AWMS
2169
Advocacy Wealth Management Services
Georgia
$2K
AWM
2170
Activest Wealth Management
Florida
$2K +$405 +1 +25%
WWP
2171
WR Wealth Planners
Missouri
$1.32K +$1.22K +3 New
TFA
2172
Transamerica Financial Advisors
Florida
$1K -$405 -1 -33%
ACK
2173
Andrew C. Karlinski
$1K
TFM
2174
TFC Financial Management
Massachusetts
$1K
WAM
2175
WFA Asset Management
Wisconsin
$933

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.