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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
CBA
2376
Coastal Bridge Advisors
Connecticut
-$371K -961 Closed
NICM
2377
Neo Ivy Capital Management
New York
-$358K -927 Closed
BSA
2378
Braun Stacey Associates
New York
-$348K -900 Closed
FIA
2379
FNY Investment Advisers
New York
-$347K -900 Closed
DS
2380
DRW Securities
Illinois
-$323K -836 Closed
HPWM
2381
Highland Private Wealth Management
Washington
-$313K -809 Closed
LOPW
2382
Live Oak Private Wealth
North Carolina
-$288K -745 Closed
CTI
2383
Community Trust & Investment
Kentucky
-$287K -743 Closed
SGA
2384
Strategic Global Advisors
California
-$284K -735 Closed
NWMG
2385
National Wealth Management Group
Ohio
-$274K -709 Closed
SDWMA
2386
Schneider Downs Wealth Management Advisors
Pennsylvania
-$270K -699 Closed
MS
2387
Mizuho Securities
Japan
-$262K -678 Closed
DA
2388
Doliver Advisors
Texas
-$219K -568 Closed
Members Trust
2389
Members Trust
Florida
-$219K -567 Closed
UWPG
2390
Ullmann Wealth Partners Group
Florida
-$214K -553 Closed
MC
2391
Machina Capital
France
-$210K -544 Closed
HFW
2392
Horizon Family Wealth
Illinois
-$208K -538 Closed
LGF
2393
LGT Group Foundation
Liechtenstein
-$207K -536 Closed
PRS
2394
Pinkerton Retirement Specialists
Idaho
-$200K -518 Closed
WWM
2395
Windsor Wealth Management
Indiana
-$207K -513 Closed
MWM
2396
Maripau Wealth Management
Indiana
-$218K -448 Closed
Q
2397
QVR
California
-$170K -441 Closed
PFA
2398
Professional Financial Advisors
Nebraska
-$133K -344 Closed
APW
2399
Axim Planning & Wealth
Ohio
-$58K -150 Closed
CL
2400
COWA LLC
Oklahoma
-$39K -100 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.