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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
BW
976
Bison Wealth
Georgia
$1.88M – – –
IA
977
IAM Advisory
Pennsylvania
$1.88M +$52.7K +114 +3%
RRAM
978
River Road Asset Management
Kentucky
$1.88M -$172K -373 -8%
NRD
979
Nebula Research & Development
New York
$1.88M +$1.04M +2,251 +127%
CHJWM
980
Carlton Hofferkamp & Jenks Wealth Management
Texas
$1.88M -$4.62K -10 -0.3%
ATS
981
Ashton Thomas Securities
New York
$1.87M +$1.88M +4,059 New
CA
982
Claro Advisors
Massachusetts
$1.87M +$65.6K +142 +4%
CGH
983
Crossmark Global Holdings
Texas
$1.87M -$634K -1,371 -26%
WSCM
984
Wellington Shields Capital Management
New York
$1.86M +$366K +791 +25%
PWC
985
PYA Waltman Capital
Tennessee
$1.86M +$118K +256 +7%
JWM
986
JGP Wealth Management
Oregon
$1.86M -$48.1K -104 -3%
GCA
987
Greenwood Capital Associates
South Carolina
$1.86M -$6.01K -13 -0.3%
HIC
988
Holderness Investments Company
North Carolina
$1.86M +$173K +375 +10%
VFO
989
Virtus Family Office
Texas
$1.85M +$1.83M +3,968 New
AIM
990
Acropolis Investment Management
Missouri
$1.85M +$924 +2 +0.1%
BJL
991
Brighton Jones LLC
Washington
$1.85M +$88.7K +192 +5%
PP
992
Pacifica Partners
Canada
$1.84M -$26.3K -57 -1%
BG
993
Bollard Group
Massachusetts
$1.83M – – –
HI
994
Horizon Investments
North Carolina
$1.82M -$6.93K -15 -0.4%
ECP
995
Epacria Capital Partners
Colorado
$1.82M – – –
BCP
996
Blackhawk Capital Partners
Wisconsin
$1.82M -$204K -441 -10%
CCB
997
Country Club Bank
Missouri
$1.82M -$36.5K -79 -2%
FCBT
998
First Citizens Bank & Trust
North Carolina
$1.81M +$2.77K +6 +0.2%
LWA
999
Lineweaver Wealth Advisors
Ohio
$1.81M +$175K +378 +11%
GIA
1000
GHP Investment Advisors
Colorado
$1.8M +$294K +637 +20%
38 39
40
41 42

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.