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Lockheed Martin
LMT

2,428 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: 2,417 → 2,428 (+11)

0.17% less ownership

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

Holders
2,428
Holders Change
+11
Holders Change %
+0.46%
% of All Funds
35.06%
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
QCM
926
Qsemble Capital Management
New York
$2.13M +$190K +412 +10%
SW
927
SVB Wealth
Massachusetts
$2.13M -$307K -665 -13%
WAOTB
928
Wealth Advisors of Tampa Bay
Florida
$2.11M +$2.08M +4,511 New
ZIG
929
Zurich Insurance Group
Switzerland
$2.1M – – –
BCA
930
Bay Colony Advisors
Massachusetts
$2.1M +$56.4K +122 +3%
AFS
931
Access Financial Services
Minnesota
$2.1M -$268K -580 -11%
FFM
932
Forum Financial Management
Illinois
$2.09M -$4.16K -9 -0.2%
MAM
933
Mystic Asset Management
Rhode Island
$2.09M +$26.3K +57 +1%
WCBA
934
Weaver C. Barksdale & Associates
Tennessee
$2.08M +$324K +702 +19%
SFP
935
Sweet Financial Partners
Minnesota
$2.07M +$153K +330 +8%
CWM
936
Cordatus Wealth Management
Pennsylvania
$2.07M +$2.05M +4,439 New
KCM
937
Kornitzer Capital Management
Kansas
$2.05M -$18K -39 -0.9%
IA
938
Icon Advisers
Colorado
$2.05M – – –
LMKC
939
L.M. Kohn & Company
Ohio
$2.05M +$2.31K +5 +0.1%
CAG
940
Csenge Advisory Group
Florida
$2.05M -$243K -526 -11%
FHA
941
Flagship Harbor Advisors
Massachusetts
$2.04M +$423K +916 +27%
TCMP
942
Thrive Capital Management (Pennsylvania)
Pennsylvania
$2.04M +$674K +1,458 +50%
EWM
943
Evercore Wealth Management
New York
$2.03M -$18K -39 -0.9%
EF
944
Exeter Financial
Arizona
$2.03M -$2.77K -6 -0.1%
FFA
945
Farther Finance Advisors
California
$2.02M +$269K +581 +16%
MWM
946
Mission Wealth Management
California
$2.01M +$6.01K +13 +0.3%
DCM
947
Decatur Capital Management
Georgia
$2.01M +$50.8K +110 +3%
DZ Bank
948
DZ Bank
Germany
$2.01M -$367K -795 -15%
SW
949
Solidarity Wealth
Utah
$2.01M -$1.48M -3,200 -43%
PA
950
Parallel Advisors
California
$2M +$7.86K +17 +0.4%
36 37
38
39 40

LMT Hedge Fund Activity: Q2 2024 in Review

2,428 of the 6,925 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.

  • 2,428 institutional investors held Lockheed Martin (LMT) as of Q2 2024, up from 2,417 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.