Lockheed Martin
LMT
2,280 hedge funds and large institutions have $90.1B invested in Lockheed Martin in 2023 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 900 increasing their positions, 908 reducing their positions, and 125 closing their positions.
19% more call options, than puts
Call options by funds: $1.69B | Put options by funds: $1.42B
10% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 125
0.41% more ownership
Funds ownership: 74.8% → 75.21% (+0.41%)
1% less repeat investments, than reductions
Existing positions increased: 900 | Existing positions reduced: 908
2% less funds holding
Funds holding: 2,316 → 2,280 (-36)
5% less capital invested
Capital invested by funds: $95.2B → $90.1B (-$5.07B)
25% less funds holding in top 10
Funds holding in top 10: 104 → 78 (-26)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$466M |
| 2 |
Millennium Management
New York
|
+$115M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$115M |
| 4 |
MMC
Mizuho Markets Cayman
Grand Cayman,
Cayman Islands
|
+$105M |
| 5 |
BG
Bahl & Gaynor
Cincinnati,
Ohio
|
+$105M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$753M |
| 2 |
GQG Partners
Ft. Lauderdale,
Florida
|
-$528M |
| 3 |
BlackRock
New York
|
-$518M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$391M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$173M |
LMT Hedge Fund Activity: Q1 2023 in Review
2,280 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2023, worth a combined $90.1B — down 5.3% from $95.2B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new LMT positions and 125 closed out — a net gain of 13 holders — while 900 added to existing stakes and 908 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $466M. The largest seller was Capital World Investors, cutting an estimated $753M.
- 2,280 institutional investors held Lockheed Martin (LMT) as of Q1 2023, down from 2,316 in Q4 2022.
- Funds reported $90.1B of Lockheed Martin stock for Q1 2023, down 5.3% quarter-over-quarter.
- 138 funds opened new Lockheed Martin positions in Q1 2023 and 125 closed out, a net change of +13 holders.
- The largest Lockheed Martin buyer in Q1 2023 was Envestnet Asset Management, an estimated $466M added.
- The largest Lockheed Martin seller in Q1 2023 was Capital World Investors, an estimated $753M sold.
Based on aggregated 13F filings for Q1 2023.