We are live on ! Find out more
LMT icon

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
CWA
1976
Consilium Wealth Advisory
Texas
$299K +$296K +641 New
SAM
1977
Secure Asset Management
Michigan
$299K -$126K -272 -30%
VIM
1978
Vinva Investment Management
Australia
$298K +$294K +637 New
CF
1979
Copperwynd Financial
Arizona
$297K +$46.2K +100 +22%
MA
1980
MJP Associates
Connecticut
$296K -$2.77K -6 -0.9%
LI
1981
LMCG Investments
Massachusetts
$295K – – –
MFS
1982
Madrona Financial Services
Washington
$295K +$7.86K +17 +3%
DCBT
1983
Dakota Community Bank & Trust
North Dakota
$295K +$6.01K +13 +2%
KTA
1984
Keeley-Teton Advisors
Illinois
$294K +$924 +2 +0.3%
TNBTD
1985
Trustmark National Bank Trust Department
Mississippi
$293K +$40.2K +87 +16%
RPA
1986
Rock Point Advisors
Vermont
$292K -$11.6K -25 -4%
PHS
1987
Pekin Hardy Strauss
Illinois
$292K -$62.4K -135 -18%
GAA
1988
Guardian Asset Advisors
Pennsylvania
$291K – – –
BHBT
1989
Burke & Herbert Bank & Trust
Virginia
$291K – – –
BMMM
1990
Boston Mountain Money Management
Arkansas
$290K +$462 +1 +0.2%
ST
1991
Spinnaker Trust
Maine
$290K -$3.23K -7 -1%
DP
1992
Divergent Planning
Maryland
$290K – – –
PCM
1993
Princeton Capital Management
New Jersey
$289K +$286K +619 New
SWP
1994
Summit Wealth Partners
Florida
$289K +$3.23K +7 +1%
TAM
1995
Tucker Asset Management
Colorado
$288K -$42.5K -92 -13%
DA
1996
Drake & Associates
Wisconsin
$288K -$31.9K -69 -10%
MPCG
1997
Matrix Private Capital Group
New York
$287K +$2.77K +6 +1%
BAAM
1998
Baker Avenue Asset Management
California
$287K +$16.2K +35 +6%
TC
1999
Touchstone Capital
Pennsylvania
$286K – – –
JCM
2000
Janney Capital Management
Pennsylvania
$286K – – –
78 79
80
81 82

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.