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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
MCI
2176
MRP Capital Investments
Georgia
$92.9K +$88.8K +191 New
HWMA
2177
Heritage Wealth Management (Arizona)
Arizona
$88.5K +$53.4K +115 +172%
LWANC
2178
Laurel Wealth Advisors (North Carolina)
North Carolina
$87.6K
BIA
2179
Bell Investment Advisors
California
$87.6K +$5.11K +11 +7%
HFM
2180
Hartford Financial Management
Connecticut
$86.1K
OCM
2181
Orion Capital Management
California
$86.1K
WB
2182
Webster Bank
Connecticut
$86K
BFPW
2183
BOK Financial Private Wealth
Colorado
$85.2K
CSWM
2184
Cassady Schiller Wealth Management
Ohio
$85.1K +$81.3K +175 New
WAM
2185
Worth Asset Management
Texas
$84.7K +$2.79K +6 +4%
MFA
2186
McClarren Financial Advisors
Pennsylvania
$83K +$465 +1 +0.6%
BDS
2187
Banco de Sabadell
Florida
$82K +$36.7K +79 New
JFA
2188
JNBA Financial Advisors
Minnesota
$79.8K
PAI
2189
Pittenger & Anderson Inc
Nebraska
$78.3K
SC
2190
Solstein Capital
California
$77.2K
CWAF
2191
Core Wealth Advisors (Florida)
Florida
$76.9K +$3.72K +8 +5%
SC
2192
Seldon Capital
California
$75.4K
SPWM
2193
Spartan Planning & Wealth Management
North Carolina
$74.4K +$18.1K +39 +34%
MUMSS
2194
Mitsubishi UFJ Morgan Stanley Securities
Japan
$73K +$69.7K +150 New
BCM
2195
Blume Capital Management
California
$73K
FWA
2196
FSC Wealth Advisors
New York
$73K
CCA
2197
Column Capital Advisors
Indiana
$71K +$2.79K +6 +4%
TFS
2198
TrustCore Financial Services
Tennessee
$71K +$13.9K +30 +26%
HDIM
2199
Hanson & Doremus Investment Management
Vermont
$71K -$3.72K -8 -5%
RTL
2200
Red Tortoise LLC
Georgia
$66.2K +$63.2K +136 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.