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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
SWM
1701
SFG Wealth Management
Maryland
$477K -$4.16K -9 -0.9%
AGP
1702
Autumn Glory Partners
Texas
$476K – – –
MIA
1703
MMBG Investment Advisors
Florida
$476K – – –
JSW
1704
Journey Strategic Wealth
New Jersey
$476K +$171K +369 +57%
BC
1705
Barrett & Company
Rhode Island
$476K +$6.01K +13 +1%
SIG
1706
Sargent Investment Group
Maryland
$476K +$1.39K +3 +0.3%
FGAM
1707
Financial Gravity Asset Management
Texas
$475K -$507K -1,098 -52%
VSQM
1708
V-Square Quantitative Management
Illinois
$475K +$256K +554 +120%
BA
1709
Ballast Advisors
Minnesota
$474K +$7.39K +16 +2%
Financial Engines Advisors
1710
Financial Engines Advisors
California
$473K -$297K -643 -39%
ACM
1711
Allred Capital Management
Texas
$473K +$81.8K +177 +21%
JIC
1712
Joel Isaacson & Co
New York
$471K -$54.1K -117 -10%
MF
1713
Meridian Financial
Massachusetts
$468K – – –
T
1714
TrueFG
Texas
$468K – – –
UF
1715
Univest Financial
Pennsylvania
$467K -$7.86K -17 -2%
AF
1716
Affiance Financial
Minnesota
$467K – – –
HC
1717
Hourglass Capital
Texas
$467K – – –
VCAM
1718
Van Cleef Asset Management
Ohio
$467K – – –
OR
1719
Olympiad Research
Connecticut
$467K +$127K +275 +38%
HIM
1720
Hanlon Investment Management
New Jersey
$467K -$16.2K -35 -3%
WDL
1721
Well Done LLC
Michigan
$466K +$95.2K +206 +26%
FNBSF
1722
First National Bank Sioux Falls
South Dakota
$464K – – –
BFA
1723
Beacon Financial Advisory
Ohio
$464K +$458K +992 New
IA
1724
Inspire Advisors
Idaho
$463K +$5.55K +12 +1%
I
1725
InceptionR
California
$461K +$457K +988 New
67 68
69
70 71

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.