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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
State Street
1
State Street
Massachusetts
$14.8B -$23.2M -55,508 -0.1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$8.84B +$121M +289,110 +1%
BlackRock
3
BlackRock
New York
$6.65B -$306M -732,672 -4%
Capital World Investors
4
Capital World Investors
California
$4.78B -$509M -1,219,016 -9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$2.6B +$323M +773,025 +13%
Charles Schwab
6
Charles Schwab
California
$2.11B +$134M +320,317 +6%
Morgan Stanley
7
Morgan Stanley
New York
$2.05B +$27.1M +64,857 +1%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$1.69B +$27.4M +65,725 +2%
Bank of America
9
Bank of America
North Carolina
$1.53B +$167M +400,655 +11%
Capital Research Global Investors
10
Capital Research Global Investors
California
$1.41B -$15.5M -37,144 -1%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$1.31B +$47.4M +113,446 +3%
Wells Fargo
12
Wells Fargo
California
$1.06B +$37.8M +90,635 +3%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$1.04B -$7.44M -17,825 -0.7%
Franklin Resources
14
Franklin Resources
California
$956M +$11.3M +27,179 +1%
Northern Trust
15
Northern Trust
Illinois
$938M -$9.9M -23,711 -1%
Ameriprise
16
Ameriprise
Minnesota
$929M +$44M +105,488 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$811M -$15.7M -37,509 -2%
GQG Partners
18
GQG Partners
Florida
$641M -$159M -380,573 -19%
Invesco
19
Invesco
Georgia
$571M -$8.58M -20,537 -1%
UBS Group
20
UBS Group
Switzerland
$563M -$38.8M -93,005 -6%
Legal & General Group
21
Legal & General Group
United Kingdom
$516M -$13.4M -32,007 -2%
Stifel Financial
22
Stifel Financial
Missouri
$476M +$10.5M +25,203 +2%
Goldman Sachs
23
Goldman Sachs
New York
$460M +$103M +245,931 +26%
California Public Employees Retirement System
24
California Public Employees Retirement System
California
$444M +$10.6M +25,283 +2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$382M +$4.42M +10,587 +1%

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.