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Eagle Materials

437 hedge funds and large institutions have $6.25B invested in Eagle Materials in 2023 Q2 according to their latest regulatory filings, with 80 funds opening new positions, 129 increasing their positions, 165 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 80 | Existing positions closed: 30

133% more funds holding in top 10

Funds holding in top 10: 37 (+4)

25% more capital invested

Capital invested by funds: $5.01B → $6.25B (+$1.24B)

13% more funds holding

Funds holding: 388437 (+49)

1.15% more ownership

Funds ownership: 92.98%94.13% (+1.2%)

22% less call options, than puts

Call options by funds: $15.4M | Put options by funds: $19.7M

22% less repeat investments, than reductions

Existing positions increased: 129 | Existing positions reduced: 165

Holders
437
Holders Change
+49
Holders Change %
+12.63%
% of All Funds
6.86%
Holding in Top 10
7
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+133.33%
% of All Funds
0.11%
New
80
Increased
129
Reduced
165
Closed
30
Calls
$15.4M
Puts
$19.7M
Net Calls
-$4.29M
Net Calls Change
-$5.96M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
401
EverSource Wealth Advisors
Alabama
$12.3K
AA
402
Ancora Advisors
Ohio
$10.1K
FRA
403
Front Row Advisors
California
$10K +$159 +1 +2%
SFG
404
Steward Financial Group
Texas
$10K +$1.91K +12 +27%
PTC
405
Private Trust Company
Ohio
$9.88K
BC
406
Belmont Capital
California
$9.69K -$1.91K -12 -19%
CSPIA
407
Cary Street Partners Investment Advisory
Virginia
$8.39K
FA
408
Fiduciary Alliance
South Carolina
$6.9K +$5.89K +37 New
JWA
409
JFS Wealth Advisors
Pennsylvania
$6.34K
PCA
410
Providence Capital Advisors
North Carolina
$6.15K
Bessemer Group
411
Bessemer Group
New Jersey
$6K +$4.62K +29 +580%
AssetMark Inc
412
AssetMark Inc
California
$5.59K -$637 -4 -12%
CT
413
Colonial Trust
South Carolina
$4.62K -$1.59K -10 -29%
CTC
414
Central Trust Company
Missouri
$4.47K
RTL
415
Red Tortoise LLC
Georgia
$4.47K
EARNEST Partners
416
EARNEST Partners
Georgia
$3.73K
CCA
417
Column Capital Advisors
Indiana
$3.54K -$1.75K -11 -37%
BIA
418
Bell Investment Advisors
California
$3.36K
FMII
419
Farmers & Merchants Investments Inc
Nebraska
$3.36K
SIC
420
SJS Investment Consulting
Ohio
$2.61K
AF
421
Advisornet Financial
Minnesota
$2.42K +$319 +2 +18%
FCA
422
FinTrust Capital Advisors
South Carolina
$2.13K
CPG
423
Cornerstone Planning Group
New Jersey
$2.05K +$1.75K +11 New
DI
424
Disciplined Investments
Oklahoma
$1.68K
VWM
425
Venturi Wealth Management
Texas
$1.68K +$1.43K +9 New

EXP Hedge Fund Activity: Q2 2023 in Review

437 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Eagle Materials (EXP) for Q2 2023, worth a combined $6.25B — up 25% from $5.01B a quarter earlier.

Buyers outnumbered sellers: 80 funds opened new EXP positions and 30 closed out — a net gain of 50 holders — while 129 added to existing stakes and 165 trimmed.

The largest buyer was Invesco, adding an estimated $114M. The largest seller was Cerity Partners, exiting entirely with an estimated $64.6M sold.

  • 437 institutional investors held Eagle Materials (EXP) as of Q2 2023, up from 388 in Q1 2023.
  • Funds reported $6.25B of Eagle Materials stock for Q2 2023, up 25% quarter-over-quarter.
  • 80 funds opened new Eagle Materials positions in Q2 2023 and 30 closed out, a net change of +50 holders.
  • The largest Eagle Materials buyer in Q2 2023 was Invesco, an estimated $114M added.
  • The largest Eagle Materials seller in Q2 2023 was Cerity Partners, an estimated $64.6M sold.

Based on aggregated 13F filings for Q2 2023.