Lockheed Martin
LMT
2,263 hedge funds and large institutions have $74.9B invested in Lockheed Martin in 2023 Q3 according to their latest regulatory filings, with 136 funds opening new positions, 936 increasing their positions, 866 reducing their positions, and 144 closing their positions.
9% more call options, than puts
Call options by funds: $1.72B | Put options by funds: $1.59B
8% more repeat investments, than reductions
Existing positions increased: 936 | Existing positions reduced: 866
0.99% less ownership
Funds ownership: 73.73% → 72.74% (-0.99%)
6% less first-time investments, than exits
New positions opened: 136 | Existing positions closed: 144
2% less funds holding
Funds holding: 2,302 → 2,263 (-39)
5% less funds holding in top 10
Funds holding in top 10: 60 → 57 (-3)
13% less capital invested
Capital invested by funds: $85.8B → $74.9B (-$10.9B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$184M |
| 2 |
Renaissance Technologies
New York
|
+$146M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$124M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$122M |
| 5 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$688M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$658M |
| 3 |
State Street
Boston,
Massachusetts
|
-$191M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
-$160M |
| 5 |
Invesco
Atlanta,
Georgia
|
-$135M |
LMT Hedge Fund Activity: Q3 2023 in Review
2,263 of the 6,302 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q3 2023, worth a combined $74.9B — down 13% from $85.8B a quarter earlier.
Sellers outnumbered buyers: 144 funds closed out of LMT and 136 opened new positions — a net loss of 8 holders — while 866 trimmed existing stakes and 936 added.
The largest buyer was Franklin Resources, adding an estimated $184M. The largest seller was Capital World Investors, cutting an estimated $688M.
- 2,263 institutional investors held Lockheed Martin (LMT) as of Q3 2023, down from 2,302 in Q2 2023.
- Funds reported $74.9B of Lockheed Martin stock for Q3 2023, down 13% quarter-over-quarter.
- 136 funds opened new Lockheed Martin positions in Q3 2023 and 144 closed out, a net change of -8 holders.
- The largest Lockheed Martin buyer in Q3 2023 was Franklin Resources, an estimated $184M added.
- The largest Lockheed Martin seller in Q3 2023 was Capital World Investors, an estimated $688M sold.
Based on aggregated 13F filings for Q3 2023.