Lockheed Martin
LMT
2,302 hedge funds and large institutions have $85.8B invested in Lockheed Martin in 2023 Q2 according to their latest regulatory filings, with 137 funds opening new positions, 896 increasing their positions, 929 reducing their positions, and 101 closing their positions.
36% more first-time investments, than exits
New positions opened: 137 | Existing positions closed: 101
1% more funds holding
Funds holding: 2,279 → 2,302 (+23)
5% more call options, than puts
Call options by funds: $1.47B | Put options by funds: $1.41B
4% less repeat investments, than reductions
Existing positions increased: 896 | Existing positions reduced: 929
5% less capital invested
Capital invested by funds: $90B → $85.8B (-$4.24B)
1.48% less ownership
Funds ownership: 75.21% → 73.73% (-1.5%)
24% less funds holding in top 10
Funds holding in top 10: 79 → 60 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$175M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
+$140M |
| 3 |
PG
Prostatis Group
Hanover,
Maryland
|
+$137M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$118M |
| 5 |
Two Sigma Investments
New York
|
+$115M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.1B |
| 2 |
Capital World Investors
Los Angeles,
California
|
-$828M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$438M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$319M |
| 5 |
Bank of New York Mellon
New York
|
-$107M |
LMT Hedge Fund Activity: Q2 2023 in Review
2,302 of the 6,370 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q2 2023, worth a combined $85.8B — down 4.7% from $90B a quarter earlier.
Buyers outnumbered sellers: 137 funds opened new LMT positions and 101 closed out — a net gain of 36 holders — while 896 added to existing stakes and 929 trimmed.
The largest buyer was Barclays, adding an estimated $175M. The largest seller was Bank of America, cutting an estimated $1.1B.
- 2,302 institutional investors held Lockheed Martin (LMT) as of Q2 2023, up from 2,279 in Q1 2023.
- Funds reported $85.8B of Lockheed Martin stock for Q2 2023, down 4.7% quarter-over-quarter.
- 137 funds opened new Lockheed Martin positions in Q2 2023 and 101 closed out, a net change of +36 holders.
- The largest Lockheed Martin buyer in Q2 2023 was Barclays, an estimated $175M added.
- The largest Lockheed Martin seller in Q2 2023 was Bank of America, an estimated $1.1B sold.
Based on aggregated 13F filings for Q2 2023.