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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
TCOT
2301
Trust Company of Toledo
Ohio
$3.65K +$74.3K +160 +2%
NMG
2302
New Millennium Group
Utah
$3.4K
JFG
2303
JDM Financial Group
Texas
$3.4K +$3.25K +7 New
DF
2304
DecisionPoint Financial
Arizona
$2.92K +$2.79K +6 New
CM
2305
Cornerstone Management
Georgia
$2.54K
TFM
2306
TFC Financial Management
Massachusetts
$2.45K
HWP
2307
Highline Wealth Partners
California
$2.43K
ST
2308
Sageworth Trust
Pennsylvania
$2K +$1.86K +4 New
KIG
2309
Kessler Investment Group
Indiana
$2K +$2.32K +5 New
PI
2310
PEAK6 Investments
Illinois
$1.55K +$1.39K +3 New
WWP
2311
WR Wealth Planners
Missouri
$1.46K
SSC
2312
Syverson Strege & Co
Iowa
$1.15K +$929 +2 New
WAM
2313
WFA Asset Management
Wisconsin
$1.04K
TWP
2314
TFO Wealth Partners
Ohio
$1.02K -$5.11K -11 -69%
ITIM
2315
Indiana Trust & Investment Management
Indiana
$440 +$1.86K +4 +0.4%
CMP
2316
Coston McIsaac & Partners
Maine
$165
DZ Bank
2317
DZ Bank
Germany
$6 -$465 -1 Closed
OAG
2318
Orbis Allan Gray
Bermuda
-$75.6M -195,734 Closed
BGIM
2319
Brandywine Global Investment Management
Pennsylvania
-$71.8M -185,972 Closed
FAM
2320
Fred Alger Management
New York
-$51.1M -132,391 Closed
Massachusetts Financial Services
2321
Massachusetts Financial Services
Massachusetts
-$46.1M -119,305 Closed
RAM
2322
RWC Asset Management
United Kingdom
-$26M -67,232 Closed
DRZID
2323
DePrince Race & Zollo Inc (DRZ)
Florida
-$20.6M -53,268 Closed
MA
2324
MUFG Americas
New York
-$13.4M -34,688 Closed
HHMI
2325
Howard Hughes Medical Institute
Maryland
-$12.4M -32,000 Closed

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.