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Lockheed Martin

2,130 hedge funds and large institutions have $76.1B invested in Lockheed Martin in 2022 Q3 according to their latest regulatory filings, with 108 funds opening new positions, 969 increasing their positions, 732 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

39% more call options, than puts

Call options by funds: $2.45B | Put options by funds: $1.77B

32% more repeat investments, than reductions

Existing positions increased: 969 | Existing positions reduced: 732

0.41% less ownership

Funds ownership: 74.92%74.51% (-0.41%)

2% less funds holding

Funds holding: 2,1802,130 (-50)

11% less capital invested

Capital invested by funds: $85.3B → $76.1B (-$9.2B)

14% less first-time investments, than exits

New positions opened: 108 | Existing positions closed: 126

25% less funds holding in top 10

Funds holding in top 10: 8060 (-20)

Holders
2,130
Holders Change
-50
Holders Change %
-2.29%
% of All Funds
36.69%
Holding in Top 10
60
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-25%
% of All Funds
1.03%
New
108
Increased
969
Reduced
732
Closed
126
Calls
$2.45B
Puts
$1.77B
Net Calls
+$685M
Net Calls Change
+$35.9M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
201
AE Wealth Management
Kansas
$22.9M -$4.65M -11,144 -16%
RG
202
Renaissance Group
Kentucky
$22.8M -$3.01M -7,203 -11%
HF
203
HRT Financial
New York
$22.7M -$23M -55,069 -48%
MCC
204
Money Concepts Capital
Florida
$22.7M +$24.4M +58,467 +19,620%
LOIM
205
Liberty One Investment Management
Illinois
$22.5M +$24.2M +57,977 +17,411%
FHA
206
First Horizon Advisors
Tennessee
$22.5M +$59.3K +142 +0.2%
EHC
207
Everett Harris & Co
California
$22.5M +$410K +981 +2%
WCM
208
Windward Capital Management
California
$22.4M +$49.7K +119 +0.2%
CCMG
209
Clark Capital Management Group
Pennsylvania
$22.1M +$627K +1,502 +3%
CAN
210
Cetera Advisor Networks
California
$22.1M +$3.55M +8,496 +17%
AAM
211
Ardevora Asset Management
United Kingdom
$22M -$13.1M -31,300 -35%
CIBC Asset Management
212
CIBC Asset Management
Ontario, Canada
$21.9M +$10.6M +25,393 +81%
NAM
213
NorthCrest Asset Manangement
Minnesota
$21.6M +$675K +1,616 +3%
Mariner
214
Mariner
Kansas
$21.5M +$2.54M +6,094 +12%
ClearBridge Investments
215
ClearBridge Investments
New York
$21.1M -$283K -678 -1%
GG
216
Gofen & Glossberg
Illinois
$20.8M -$265K -635 -1%
CAMG
217
CWA Asset Management Group
Florida
$20.8M +$2.06M +4,927 +10%
DRZID
218
DePrince Race & Zollo Inc (DRZ)
Florida
$20.6M +$66K +158 +0.3%
MLL
219
Moody Lynn & Lieberson
Massachusetts
$20.6M -$685K -1,641 -3%
Calamos Advisors
220
Calamos Advisors
Illinois
$20.2M +$21.3K +51 +0.1%
KAS
221
Kestra Advisory Services
Texas
$19.9M +$3.09M +7,412 +17%
Northwestern Mutual Wealth Management
222
Northwestern Mutual Wealth Management
Wisconsin
$19.2M +$1.13M +2,696 +6%
BPA
223
Beacon Pointe Advisors
California
$19M +$884K +2,117 +5%
Bank of Nova Scotia
224
Bank of Nova Scotia
Ontario, Canada
$18.9M -$31.3M -74,904 -60%
FCI
225
Financial Counselors Inc
Kansas
$18.7M -$37.2K -89 -0.2%

LMT Hedge Fund Activity: Q3 2022 in Review

2,130 of the 5,806 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2022, worth a combined $76.1B — down 11% from $85.3B a quarter earlier.

Sellers outnumbered buyers: 126 funds closed out of LMT and 108 opened new positions — a net loss of 18 holders — while 732 trimmed existing stakes and 969 added.

The largest buyer was Fidelity Investments, adding an estimated $323M. The largest seller was Capital World Investors, cutting an estimated $509M.

  • 2,130 institutional investors held Lockheed Martin (LMT) as of Q3 2022, down from 2,180 in Q2 2022.
  • Funds reported $76.1B of Lockheed Martin stock for Q3 2022, down 11% quarter-over-quarter.
  • 108 funds opened new Lockheed Martin positions in Q3 2022 and 126 closed out, a net change of -18 holders.
  • The largest Lockheed Martin buyer in Q3 2022 was Fidelity Investments, an estimated $323M added.
  • The largest Lockheed Martin seller in Q3 2022 was Capital World Investors, an estimated $509M sold.

Based on aggregated 13F filings for Q3 2022.