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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
LOIP
2226
Live Oak Investment Partners
Texas
$41.4K
PMEF
2227
Point72 Middle East FZE
United Arab Emirates
$40.4K +$38.6K +83 New
BWP
2228
Baldwin Wealth Partners
Massachusetts
$38.9K +$32.5K +70 +700%
AP
2229
Arlington Partners
Alabama
$37K
BBPWM
2230
Blue Bell Private Wealth Management
Pennsylvania
$36.9K +$30.2K +65 +591%
HWM
2231
HighMark Wealth Management
Minnesota
$36.8K +$465 +1 +1%
KFP
2232
KB Financial Partners
New Jersey
$36K
SC
2233
Schubert & Co
Texas
$35.5K -$3.72K -8 -10%
NC
2234
NewSquare Capital
Pennsylvania
$35.5K +$33.9K +73 New
WPWM
2235
Western Pacific Wealth Management
Illinois
$35K
FMB
2236
Field & Main Bank
Kentucky
$35K -$17.7K -38 -35%
FSWA
2237
Financial Synergies Wealth Advisors
Texas
$34.1K +$16.7K +36 +106%
WTA
2238
Washington Trust Advisors
Massachusetts
$34.1K
TAIM
2239
TD Ameritrade Investment Management
Nebraska
$34K -$40K -86 -55%
TAM
2240
Tucker Asset Management
Colorado
$32.6K +$23.2K +50 +294%
TIM
2241
Tortoise Investment Management
New York
$31.6K -$267K -575 -90%
OLVIG
2242
Oliver Lagore Vanvalin Investment Group
Michigan
$31.1K
CAS
2243
Coppell Advisory Solutions
Texas
$31.1K +$29.7K +64 New
CASC
2244
Coppell Advisory Solutions Corp
Texas
$31.1K +$29.7K +64 New
MFG
2245
Mendota Financial Group
Wisconsin
$29.2K +$27.9K +60 New
CG
2246
Cutler Group
California
$29K -$889K -1,914 -97%
FRA
2247
Front Row Advisors
California
$29K
OIS
2248
Okabena Investment Services
Minnesota
$27.7K +$26.5K +57 New
RA
2249
Rise Advisors
New York
$27.1K
AWM
2250
Abound Wealth Management
Tennessee
$26.9K -$6.5K -14 -20%

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.