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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
GFWA
2251
Grey Fox Wealth Advisors
Delaware
$26.8K +$25.6K +55 New
HIM
2252
Hillsdale Investment Management
Ontario, Canada
$26.8K +$25.6K +55 New
LFA
2253
Legend Financial Advisors
Pennsylvania
$25.8K +$8.36K +18 +51%
AA
2254
Addison Advisors
Vermont
$25.8K -$1.39K -3 -5%
CYG
2255
Clean Yield Group
Vermont
$24.3K
MCA
2256
Maryland Capital Advisors
Maryland
$24.3K
VF
2257
VitalStone Financial
Texas
$24K +$22.8K +49 New
ECM
2258
Estabrook Capital Management
New York
$23.8K
EBA
2259
Eagle Bay Advisors
New York
$21.9K -$80.9K -174 -79%
SC
2260
Stephens Consulting
Michigan
$21.4K
VCM
2261
Versant Capital Management
Arizona
$21.4K
DFCM
2262
Dark Forest Capital Management
Puerto Rico
$21.4K +$20.4K +44 New
RG
2263
Retirement Group
California
$20K +$2.32K +5 +14%
OA
2264
Operose Advisors
Wisconsin
$19.5K
UCB
2265
United Community Bank
South Carolina
$19.5K
SC
2266
Sierra Capital
Florida
$19K
EAM
2267
Eukles Asset Management
Ohio
$18K
FGAM
2268
Financial Gravity Asset Management
Texas
$17.7K -$3.18M -6,848 -93%
CTB
2269
Country Trust Bank
Illinois
$17.5K -$23.7K -51 -59%
YAL
2270
Your Advocates Ltd
Texas
$17.5K
PP
2271
PFS Partners
New Jersey
$17.4K
ME
2272
McIlrath & Eck
Washington
$16.1K
AIM
2273
Arcadia Investment Management
Michigan
$16.1K +$15.3K +33 New
BC
2274
Belmont Capital
California
$16K
EDRH
2275
Edmond de Rothschild Holding
Switzerland
$14.6K +$13.9K +30 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.