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Lockheed Martin
LMT

2,427 hedge funds and large institutions have $81.5B invested in Lockheed Martin in 2024 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,051 increasing their positions, 868 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more first-time investments, than exits

New positions opened: 158 | Existing positions closed: 117

33% more call options, than puts

Call options by funds: $1.91B | Put options by funds: $1.44B

21% more repeat investments, than reductions

Existing positions increased: 1,051 | Existing positions reduced: 868

14% more funds holding in top 10

Funds holding in top 10: 42 → 48 (+6)

2% more capital invested

Capital invested by funds: $80B → $81.5B (+$1.41B)

0% more funds holding

Funds holding: 2,416 → 2,427 (+11)

0.17% less ownership

Funds ownership: 72.91% → 72.74% (-0.17%)

Holders
2,427
Holders Change
+11
Holders Change %
+0.46%
% of All Funds
35.05%
Holding in Top 10
48
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+14.29%
% of All Funds
0.69%
New
158
Increased
1,051
Reduced
868
Closed
117
Calls
$1.91B
Puts
$1.44B
Net Calls
+$468M
Net Calls Change
+$220M

Top Buyers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
+$227M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$199M
3
Jane Street
Jane Street
New York
+$155M
4
Morgan Stanley
Morgan Stanley
New York
+$132M
5
Goldman Sachs
Goldman Sachs
New York
+$79.9M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$721M
2
Capital Research Global Investors
Capital Research Global Investors
California
-$409M
3
Franklin Resources
Franklin Resources
California
-$178M
4
Capital World Investors
Capital World Investors
California
-$172M
5
State Street
State Street
Massachusetts
-$149M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSS
801
Two Sigma Securities
New York
$2.85M +$2.14M +4,639 +316%
FTDI
802
First Trust Direct Indexing
Massachusetts
$2.83M +$321K +694 +13%
OFS
803
OMC Financial Services
New York
$2.83M – – –
AFM
804
Abbot Financial Management
Massachusetts
$2.83M -$128K -277 -4%
HAI
805
Hennessy Advisors Inc
California
$2.8M -$46.2K -100 -2%
ATC
806
Adirondack Trust Company
New York
$2.8M -$12K -26 -0.4%
HCA
807
Harbor Capital Advisors
Illinois
$2.79M -$12.9K -28 -0.5%
VA
808
Vident Advisory
Georgia
$2.78M -$31.8M -68,800 -92%
BFG
809
Bleakley Financial Group
New Jersey
$2.77M +$57.3K +124 +2%
AAM
810
Ascension Asset Management
New York
$2.75M -$34.7K -75 -1%
HIIFS
811
Harel Insurance Investments & Financial Services
Israel
$2.75M +$2.11M +4,571 +348%
CBB
812
Citizens Business Bank
California
$2.74M +$103K +223 +4%
LS
813
Leelyn Smith
Illinois
$2.74M -$38.4K -83 -1%
BCP
814
Blue Chip Partners
Michigan
$2.73M -$54.1K -117 -2%
AWM
815
Axxcess Wealth Management
California
$2.72M -$1.66M -3,586 -38%
TAM
816
Tealwood Asset Management
Minnesota
$2.71M -$31.9K -69 -1%
Allianz Asset Management
817
Allianz Asset Management
Germany
$2.7M +$959K +2,075 +56%
BWM
818
BigSur Wealth Management
Florida
$2.7M -$50.8K -110 -2%
RWM
819
Ritholtz Wealth Management
New York
$2.7M +$354K +767 +15%
LNWWM
820
Laird Norton Wetherby Wealth Management
California
$2.68M -$38.8K -84 -1%
TLP
821
Trinity Legacy Partners
Texas
$2.68M +$2.66M +5,745 New
RA
822
RFG Advisory
Alabama
$2.68M +$103K +222 +4%
TLFA
823
True Link Financial Advisors
California
$2.66M -$5.55K -12 -0.2%
PI
824
PFG Investments
New York
$2.66M -$659K -1,425 -20%
SF
825
Slagle Financial
Illinois
$2.64M +$335K +725 +15%
31 32
33
34 35

LMT Hedge Fund Activity: Q2 2024 in Review

2,427 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2024, worth a combined $81.5B — up 1.8% from $80B a quarter earlier.

Buyers outnumbered sellers: 158 funds opened new LMT positions and 117 closed out — a net gain of 41 holders — while 1,051 added to existing stakes and 868 trimmed.

The largest buyer was Millennium Management, adding an estimated $227M. The largest seller was BlackRock, cutting an estimated $721M.

  • 2,427 institutional investors held Lockheed Martin (LMT) as of Q2 2024, up from 2,416 in Q1 2024.
  • Funds reported $81.5B of Lockheed Martin stock for Q2 2024, up 1.8% quarter-over-quarter.
  • 158 funds opened new Lockheed Martin positions in Q2 2024 and 117 closed out, a net change of +41 holders.
  • The largest Lockheed Martin buyer in Q2 2024 was Millennium Management, an estimated $227M added.
  • The largest Lockheed Martin seller in Q2 2024 was BlackRock, an estimated $721M sold.

Based on aggregated 13F filings for Q2 2024.