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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
AF
2226
Arrow Financial
New York
$162K -$2.77K -6 -2%
BC
2227
Belmont Capital
California
$161K – – –
LIA
2228
Lynx Investment Advisory
District of Columbia
$161K +$159K +344 New
CJL
2229
Cyrus J. Lawrence
New York
$160K – – –
SWC
2230
Spectrum Wealth Counsel
Indiana
$159K -$31.9K -69 -17%
TSWM
2231
Tyler-Stone Wealth Management
Ohio
$157K +$924 +2 +0.6%
IGWM
2232
ICA Group Wealth Management
Colorado
$155K -$290K -627 -65%
AAG
2233
Armstrong Advisory Group
Massachusetts
$154K -$14.3K -31 -9%
BCMLT
2234
Beacon Capital Management LLC (Tennessee)
Tennessee
$153K -$26.3K -57 -15%
ACM
2235
Accent Capital Management
Ohio
$140K – – –
WWP
2236
WR Wealth Planners
Missouri
$140K +$2.77K +6 +2%
MLA
2237
MB, Levis & Associates
Pennsylvania
$136K +$924 +2 +0.7%
SCM
2238
Silvant Capital Management
Georgia
$129K – – –
PH
2239
Pinnacle Holdings
Oklahoma
$128K +$127K +275 New
CMP
2240
Coston McIsaac & Partners
Maine
$125K -$1.39K -3 -1%
AW
2241
Avion Wealth
Texas
$124K +$2.31K +5 +2%
CIR
2242
Clear Investment Research
Georgia
$122K +$32.4K +70 +37%
JSAM
2243
J. Safra Asset Management
New York
$121K +$78.1K +169 +188%
CAS
2244
Coppell Advisory Solutions
Texas
$121K +$120K +259 New
HF
2245
Halpern Financial
Virginia
$120K – – –
GC
2246
Globeflex Capital
California
$118K – – –
GWP
2247
Gen-Wealth Partners
Michigan
$116K -$462 -1 -0.4%
DEM
2248
Disciplined Equity Management
Florida
$114K – – –
ME
2249
McIlrath & Eck
Washington
$104K +$1.39K +3 +1%
SC
2250
Sawyer & Company
Massachusetts
$103K +$102K +220 New
88 89
90
91 92

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.