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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
GSIS
2201
Global Strategic Investment Solutions
Arizona
$205K +$202K +438 New
WW
2202
Westshore Wealth
California
$203K +$201K +436 New
TC
2203
TAGStone Capital
North Carolina
$203K +$201K +434 New
WCAMG
2204
Woodard & Company Asset Management Group
North Carolina
$202K +$200K +433 New
SWMG
2205
Sanchez Wealth Management Group
Florida
$202K +$200K +433 New
MMHP
2206
Murphy Middleton Hinkle & Parker
Georgia
$201K -$21.3K -46 -10%
IF
2207
Integrity Financial
Wyoming
$201K +$199K +431 New
MWM
2208
Mosley Wealth Management
California
$201K +$199K +431 New
RCWM
2209
Royal Capital Wealth Management
Indiana
$201K +$199K +431 New
WFAG
2210
Worth Financial Advisory Group
North Carolina
$201K +$199K +431 New
AIC
2211
Argus Investors Counsel
New York
$201K +$198K +429 New
PO
2212
Private Ocean
California
$200K – – –
C
2213
Covestor
United Kingdom
$199K -$9.71K -21 -5%
MCAI
2214
Members Capital Advisors Inc
Wisconsin
$191K – – –
RFS
2215
Richardson Financial Services
Massachusetts
$190K -$53.6K -116 -22%
BCA
2216
Bray Capital Advisors
Florida
$185K – – –
BAM
2217
Byrne Asset Management
New Jersey
$178K +$177K +382 New
RP
2218
Rowlandmiller & Partners
Georgia
$176K – – –
TFGT
2219
TS Financial Group (TSFG)
Illinois
$175K – – –
FFL
2220
Financial Freedom LLC
Ohio
$173K +$2.31K +5 +1%
JWA
2221
JFS Wealth Advisors
Pennsylvania
$173K -$3.7K -8 -2%
HCM
2222
Hollencrest Capital Management
California
$171K – – –
BFP
2223
Briaud Financial Planning
Texas
$171K – – –
HCP
2224
Hexagon Capital Partners
Arkansas
$169K -$30.5K -66 -15%
EL
2225
EMFO LLC
Florida
$163K +$924 +2 +0.6%
87 88
89
90 91

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.