Lockheed Martin
LMT
2,417 hedge funds and large institutions have $80B invested in Lockheed Martin in 2024 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 986 increasing their positions, 957 reducing their positions, and 138 closing their positions.
16% more call options, than puts
Call options by funds: $1.8B | Put options by funds: $1.55B
4% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 138
3% more repeat investments, than reductions
Existing positions increased: 986 | Existing positions reduced: 957
4% less capital invested
Capital invested by funds: $83.3B → $80B (-$3.23B)
1% less funds holding
Funds holding: 2,443 → 2,417 (-26)
1.19% less ownership
Funds ownership: 74.1% → 72.91% (-1.2%)
19% less funds holding in top 10
Funds holding in top 10: 52 → 42 (-10)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
+$622M |
| 2 |
VanEck Associates
New York
|
+$193M |
| 3 |
BlackRock
New York
|
+$177M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$123M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.36B |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$480M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$334M |
| 4 |
State Street
Boston,
Massachusetts
|
-$317M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$237M |
LMT Hedge Fund Activity: Q1 2024 in Review
2,417 of the 6,943 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q1 2024, worth a combined $80B — down 3.9% from $83.3B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new LMT positions and 138 closed out — a net gain of 6 holders — while 986 added to existing stakes and 957 trimmed.
The largest buyer was Charles Schwab, adding an estimated $622M. The largest seller was Morgan Stanley, cutting an estimated $2.36B.
- 2,417 institutional investors held Lockheed Martin (LMT) as of Q1 2024, down from 2,443 in Q4 2023.
- Funds reported $80B of Lockheed Martin stock for Q1 2024, down 3.9% quarter-over-quarter.
- 144 funds opened new Lockheed Martin positions in Q1 2024 and 138 closed out, a net change of +6 holders.
- The largest Lockheed Martin buyer in Q1 2024 was Charles Schwab, an estimated $622M added.
- The largest Lockheed Martin seller in Q1 2024 was Morgan Stanley, an estimated $2.36B sold.
Based on aggregated 13F filings for Q1 2024.