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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
OSIA
201
O'Shares Investment Advisers
Massachusetts
$26.8M +$1.37M +3,385 +6%
HNB
202
Huntington National Bank
Ohio
$26.6M -$1.3M -3,200 -5%
GHA
203
GW Henssler & Associates
Georgia
$26.4M +$1.06M +2,626 +5%
RAM
204
RWC Asset Management
United Kingdom
$26.4M +$4.54M +11,208 +23%
CAM
205
Cidel Asset Management
Ontario, Canada
$26.3M +$24.1M +59,552 New
WCM
206
Windward Capital Management
California
$25.3M -$87.6K -216 -0.4%
EHC
207
Everett Harris & Co
California
$25.3M +$886K +2,185 +4%
Natixis Advisors
208
Natixis Advisors
Massachusetts
$25.1M -$12.4M -30,466 -35%
OPERF
209
Oregon Public Employees Retirement Fund
Oregon
$25.1M -$81.9K -202 -0.4%
Schroder Investment Management Group
210
Schroder Investment Management Group
United Kingdom
$25.1M +$17.5M +43,063 +328%
Citadel Advisors
211
Citadel Advisors
Florida
$24.7M -$53.1M -131,075 -70%
AA
212
ALPS Advisors
Colorado
$24.7M -$4.81M -11,867 -18%
ClearBridge Investments
213
ClearBridge Investments
New York
$24.6M -$1.23M -3,041 -5%
AWM
214
AE Wealth Management
Kansas
$24.5M +$1.15M +2,826 +5%
GG
215
Gofen & Glossberg
Illinois
$24.3M -$1.92M -4,726 -8%
CCMG
216
Clark Capital Management Group
Pennsylvania
$23.9M -$1.13M -2,777 -5%
BPA
217
Beacon Pointe Advisors
California
$23.3M +$12.2M +30,048 +133%
ProShare Advisors
218
ProShare Advisors
Maryland
$23.1M -$717K -1,769 -3%
PI
219
PFS Investments
Georgia
$22.5M +$3.25M +8,005 +19%
Calamos Advisors
220
Calamos Advisors
Illinois
$22.5M +$2.75M +6,786 +15%
AIA
221
Avalon Investment & Advisory
Texas
$22.5M -$7.15M -17,636 -26%
ERSOT
222
Employees Retirement System of Texas
Texas
$22.4M
EIP
223
Easterly Investment Partners
Massachusetts
$22.4M +$3.11M +7,668 +18%
NAM
224
NorthCrest Asset Manangement
Minnesota
$22.2M +$15M +37,110 +283%
MLL
225
Moody Lynn & Lieberson
Massachusetts
$22M +$8.53M +21,049 +73%

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.