Lockheed Martin
LMT
2,444 hedge funds and large institutions have $81.1B invested in Lockheed Martin in 2023 Q4 according to their latest regulatory filings, with 318 funds opening new positions, 921 increasing their positions, 899 reducing their positions, and 108 closing their positions.
194% more first-time investments, than exits
New positions opened: 318 | Existing positions closed: 108
8% more capital invested
Capital invested by funds: $74.9B → $81.1B (+$6.17B)
8% more funds holding
Funds holding: 2,263 → 2,444 (+181)
2% more repeat investments, than reductions
Existing positions increased: 921 | Existing positions reduced: 899
0.59% less ownership
Funds ownership: 72.73% → 72.13% (-0.59%)
2% less call options, than puts
Call options by funds: $2.11B | Put options by funds: $2.15B
9% less funds holding in top 10
Funds holding in top 10: 57 → 52 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$593M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$165M |
| 3 |
Neuberger Berman Group
New York
|
+$154M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$149M |
| 5 |
JP Morgan Chase
New York
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$978M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$433M |
| 3 |
Capital World Investors
Los Angeles,
California
|
-$400M |
| 4 |
CWP
Capital Wealth Planning
Naples,
Florida
|
-$195M |
| 5 |
State Street
Boston,
Massachusetts
|
-$186M |
LMT Hedge Fund Activity: Q4 2023 in Review
2,444 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in Lockheed Martin (LMT) for Q4 2023, worth a combined $81.1B — up 8.2% from $74.9B a quarter earlier.
Buyers outnumbered sellers: 318 funds opened new LMT positions and 108 closed out — a net gain of 210 holders — while 921 added to existing stakes and 899 trimmed.
The largest buyer was BlackRock, adding an estimated $593M. The largest seller was Capital Research Global Investors, cutting an estimated $978M.
- 2,444 institutional investors held Lockheed Martin (LMT) as of Q4 2023, up from 2,263 in Q3 2023.
- Funds reported $81.1B of Lockheed Martin stock for Q4 2023, up 8.2% quarter-over-quarter.
- 318 funds opened new Lockheed Martin positions in Q4 2023 and 108 closed out, a net change of +210 holders.
- The largest Lockheed Martin buyer in Q4 2023 was BlackRock, an estimated $593M added.
- The largest Lockheed Martin seller in Q4 2023 was Capital Research Global Investors, an estimated $978M sold.
Based on aggregated 13F filings for Q4 2023.