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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
State Street
1
State Street
Massachusetts
$18.4B -$299M -643,086 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$11.1B -$63.9M -137,425 -0.6%
BlackRock
3
BlackRock
New York
$8.68B +$291M +626,762 +4%
Capital World Investors
4
Capital World Investors
California
$5.29B -$698M -1,503,206 -12%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$3.53B +$239M +514,346 +8%
Charles Schwab
6
Charles Schwab
California
$2.82B +$178M +382,510 +7%
Bank of America
7
Bank of America
North Carolina
$2.76B +$796M +1,712,238 +43%
Morgan Stanley
8
Morgan Stanley
New York
$2.59B +$1.07M +2,295 +0%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$2.13B +$5.51M +11,855 +0.3%
AWA
10
Arete Wealth Advisors
Illinois
$1.77B +$91.5K +197 +6%
Capital Research Global Investors
11
Capital Research Global Investors
California
$1.67B -$98M -210,913 -6%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$1.6B -$45.3M -97,435 -3%
Wells Fargo
13
Wells Fargo
California
$1.33B -$6.19M -13,314 -0.5%
Northern Trust
14
Northern Trust
Illinois
$1.16B -$16.3M -35,184 -1%
Ameriprise
15
Ameriprise
Minnesota
$1.13B -$38.1M -81,922 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$1.08B -$218M -469,964 -17%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.04B +$16.3M +35,083 +2%
Franklin Resources
18
Franklin Resources
California
$948M -$244M -525,767 -21%
UBS Group
19
UBS Group
Switzerland
$822M +$108M +232,306 +16%
Invesco
20
Invesco
Georgia
$729M +$9.07M +19,524 +1%
Goldman Sachs
21
Goldman Sachs
New York
$636M +$54M +116,239 +10%
Stifel Financial
22
Stifel Financial
Missouri
$605M +$4.64M +9,987 +0.8%
Legal & General Group
23
Legal & General Group
United Kingdom
$592M -$56M -120,612 -9%
GQG Partners
24
GQG Partners
Florida
$560M -$237M -509,411 -31%
California Public Employees Retirement System
25
California Public Employees Retirement System
California
$538M -$20.3M -43,630 -4%

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.