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Martin Marietta Materials

585 hedge funds and large institutions have $14.4B invested in Martin Marietta Materials in 2020 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 190 increasing their positions, 225 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

16% more capital invested

Capital invested by funds: $12.4B → $14.4B (+$2B)

2.25% more ownership

Funds ownership: 96.41%98.66% (+2.2%)

9% less first-time investments, than exits

New positions opened: 60 | Existing positions closed: 66

1% less funds holding

Funds holding: 592585 (-7)

16% less repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 225

63% less call options, than puts

Call options by funds: $155M | Put options by funds: $417M

Holders
585
Holders Change
-7
Holders Change %
-1.18%
% of All Funds
11.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.2%
New
60
Increased
190
Reduced
225
Closed
66
Calls
$155M
Puts
$417M
Net Calls
-$262M
Net Calls Change
-$123M
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
526
Bogart Wealth LLC
Virginia
$31K
GEA
527
Glen Eagle Advisors
New Jersey
$29.4K
GRP
528
Global Retirement Partners
California
$29K +$433 +2 +2%
HWA
529
Heritage Wealth Advisors
Virginia
$28.2K
HIA
530
Harbor Investment Advisory
Maryland
$28K +$3.89K +18 +18%
ST
531
Sageworth Trust
Pennsylvania
$28K +$26K +120 New
FCH
532
Freestone Capital Holdings
Washington
$27.8K +$25.5K +118 New
VCM
533
Versant Capital Management
Arizona
$25K
SBL
534
Sargent Bickham Lagudis
Colorado
$24K
RCA
535
Ranch Capital Advisors
Florida
$23K
MAM
536
Meeder Asset Management
Ohio
$23K +$3.25K +15 +18%
SWA
537
Sutton Wealth Advisors
Florida
$22.1K
SFS
538
Sowell Financial Services
Arkansas
$20K -$13.8K -64 -43%
POIA
539
Pin Oak Investment Advisors
Texas
$20K
SFSIG
540
San Francisco Sentry Investment Group
California
$17K -$433 -2 -3%
PGAM
541
Princeton Global Asset Management
New Jersey
$17K +$16K +74 New
CI
542
CX Institutional
Indiana
$16K +$6.49K +30 +83%
CT
543
Caldwell Trust
Florida
$15.3K
PK
544
Pflug Koory
Nebraska
$15K
OSAM
545
O'Shaughnessy Asset Management
Connecticut
$14K +$4.11K +19 +49%
PFBT
546
Parkside Financial Bank & Trust
Missouri
$12K -$649 -3 -5%
FNBOSM
547
First National Bank of South Miami
Florida
$12K
CFN
548
Cordasco Financial Network
Florida
$11K
RFA
549
Reilly Financial Advisors
California
$11K
QCG
550
Quadrant Capital Group
Ohio
$10K -$14.5K -67 -60%

MLM Hedge Fund Activity: Q3 2020 in Review

585 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Martin Marietta Materials (MLM) for Q3 2020, worth a combined $14.4B — up 16% from $12.4B a quarter earlier.

Sellers outnumbered buyers: 66 funds closed out of MLM and 60 opened new positions — a net loss of 6 holders — while 225 trimmed existing stakes and 190 added.

The largest buyer was Morgan Stanley, adding an estimated $299M. The largest seller was Fidelity Investments, cutting an estimated $110M.

  • 585 institutional investors held Martin Marietta Materials (MLM) as of Q3 2020, down from 592 in Q2 2020.
  • Funds reported $14.4B of Martin Marietta Materials stock for Q3 2020, up 16% quarter-over-quarter.
  • 60 funds opened new Martin Marietta Materials positions in Q3 2020 and 66 closed out, a net change of -6 holders.
  • The largest Martin Marietta Materials buyer in Q3 2020 was Morgan Stanley, an estimated $299M added.
  • The largest Martin Marietta Materials seller in Q3 2020 was Fidelity Investments, an estimated $110M sold.

Based on aggregated 13F filings for Q3 2020.