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Martin Marietta Materials
MLM

957 hedge funds and large institutions have $36.4B invested in Martin Marietta Materials in 2024 Q1 according to their latest regulatory filings, with 136 funds opening new positions, 305 increasing their positions, 353 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

139% more first-time investments, than exits

New positions opened: 136 | Existing positions closed: 57

23% more capital invested

Capital invested by funds: $29.7B → $36.4B (+$6.78B)

21% more funds holding in top 10

Funds holding in top 10: 19 → 23 (+4)

19% more call options, than puts

Call options by funds: $122M | Put options by funds: $103M

8% more funds holding

Funds holding: 886 → 957 (+71)

0.26% more ownership

Funds ownership: 96.21% → 96.47% (+0.26%)

14% less repeat investments, than reductions

Existing positions increased: 305 | Existing positions reduced: 353

Holders
957
Holders Change
+71
Holders Change %
+8.01%
% of All Funds
13.79%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.33%
New
136
Increased
305
Reduced
353
Closed
57
Calls
$122M
Puts
$103M
Net Calls
+$19.1M
Net Calls Change
+$682K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$594M
2
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$496M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$285M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$166M
5
State Street
State Street
Massachusetts
+$82M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$431M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$197M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$116M
4
Select Equity Group
Select Equity Group
New York
-$91.2M
5
GRQ
Gardner Russo & Quinn
Pennsylvania
-$83.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
SN
901
Sittner & Nelson
Oregon
$12.3K – – –
CCC
902
Chelsea Counsel Company
California
$12.3K +$10.9K +20 New
CWA
903
Carolina Wealth Advisors
South Carolina
$12.3K – – –
PSB
904
Piscataqua Savings Bank
New Hampshire
$12.3K +$10.9K +20 New
KSWA
905
Kathleen S. Wright Associates
Pennsylvania
$11.7K – – –
BGAI
906
Bruce G. Allen Investments
Colorado
$11.1K -$12.6K -23 -56%
CCMI
907
Creative Capital Management Investments
California
$11.1K – – –
PWMG
908
Prestige Wealth Management Group
New Jersey
$10.4K – – –
A
909
AlphaQuest
New York
$9.82K -$635K -1,163 -99%
LWCFA
910
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.77K +$8.19K +15 New
RTL
911
Red Tortoise LLC
Georgia
$7.98K – – –
PCWA
912
Pacific Capital Wealth Advisors
California
$7.37K +$6.55K +12 New
PWMG
913
Private Wealth Management Group
New Jersey
$6.75K – – –
EC
914
EntryPoint Capital
New York
$6.75K -$41.5K -76 -87%
CTC
915
Cetera Trust Company
Minnesota
$6.75K – – –
HWM
916
HighMark Wealth Management
Minnesota
$6.75K – – –
RFG
917
REAP Financial Group
Texas
$6.16K – – –
AWM
918
Abound Wealth Management
Tennessee
$6.14K – – –
AP
919
Aspect Partners
Virginia
$6.14K – – –
LFA
920
LGT Financial Advisors
Texas
$6.14K – – –
FRA
921
Frank Rimerman Advisors
California
$5.53K – – –
LFG
922
Larson Financial Group
Missouri
$5.53K +$4.91K +9 New
NFSG
923
Newbridge Financial Services Group
Florida
$5.53K +$4.91K +9 New
SIC
924
SJS Investment Consulting
Ohio
$4.91K +$546 +1 +14%
DF
925
Dunhill Financial
United Kingdom
$4.42K – – –
35 36
37
38 39

MLM Hedge Fund Activity: Q1 2024 in Review

957 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Martin Marietta Materials (MLM) for Q1 2024, worth a combined $36.4B — up 23% from $29.7B a quarter earlier.

Buyers outnumbered sellers: 136 funds opened new MLM positions and 57 closed out — a net gain of 79 holders — while 305 added to existing stakes and 353 trimmed.

The largest buyer was Bank of America, adding an estimated $594M. The largest seller was Morgan Stanley, cutting an estimated $431M.

  • 957 institutional investors held Martin Marietta Materials (MLM) as of Q1 2024, up from 886 in Q4 2023.
  • Funds reported $36.4B of Martin Marietta Materials stock for Q1 2024, up 23% quarter-over-quarter.
  • 136 funds opened new Martin Marietta Materials positions in Q1 2024 and 57 closed out, a net change of +79 holders.
  • The largest Martin Marietta Materials buyer in Q1 2024 was Bank of America, an estimated $594M added.
  • The largest Martin Marietta Materials seller in Q1 2024 was Morgan Stanley, an estimated $431M sold.

Based on aggregated 13F filings for Q1 2024.