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Eagle Materials

290 hedge funds and large institutions have $2.85B invested in Eagle Materials in 2020 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 90 increasing their positions, 108 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 39

32% more call options, than puts

Call options by funds: $6.63M | Put options by funds: $5.01M

21% more capital invested

Capital invested by funds: $2.36B → $2.85B (+$491M)

4% more funds holding

Funds holding: 278290 (+12)

0.23% more ownership

Funds ownership: 96.92%97.15% (+0.23%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

17% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 108

Holders
290
Holders Change
+12
Holders Change %
+4.32%
% of All Funds
5.95%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.1%
New
54
Increased
90
Reduced
108
Closed
39
Calls
$6.63M
Puts
$5.01M
Net Calls
+$1.62M
Net Calls Change
-$9.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Susquehanna International Group
201
Susquehanna International Group
Pennsylvania
$396K +$355K +5,639 New
AB
202
Amalgamated Bank
New York
$386K -$347K -5,514 -50%
State of Wisconsin Investment Board
203
State of Wisconsin Investment Board
Wisconsin
$381K -$14.5K -230 -4%
CF
204
Centaurus Financial
California
$378K +$339K +5,386 New
LCM
205
Laurion Capital Management
New York
$377K +$337K +5,366 New
Two Sigma Advisers
206
Two Sigma Advisers
New York
$344K -$69.2K -1,100 -18%
CGH
207
Crossmark Global Holdings
Texas
$332K +$32.7K +520 +12%
Osaic Holdings
208
Osaic Holdings
Arizona
$319K +$88.5K +1,407 +45%
ANRIA
209
American National Registered Investment Advisor
Texas
$315K
ST
210
Somerset Trust
Pennsylvania
$309K +$277K +4,400 New
DTL
211
Dynamic Technology Lab
Singapore
$297K +$266K +4,234 New
SCA
212
Snowden Capital Advisors
New York
$294K -$191K -3,031 -42%
SAM
213
Securian Asset Management
Minnesota
$292K -$6.29K -100 -2%
Zurich Cantonal Bank
214
Zurich Cantonal Bank
Switzerland
$286K +$53.3K +848 +26%
VHMC
215
Value Holdings Management Company
New York
$281K +$62.9K +1,000 +33%
JMPWA
216
JP Morgan Private Wealth Advisors
California
$265K +$237K +3,776 New
X
217
Xponance
Pennsylvania
$264K +$236K +3,755 New
AIMCA
218
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$260K +$233K +3,700 New
Public Sector Pension Investment Board (PSP Investments)
219
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$251K +$225K +3,576 New
GCP
220
GSA Capital Partners
United Kingdom
$251K +$225K +3,580 New
MSE
221
MUFG Securities EMEA
United Kingdom
$246K +$220K +3,500 New
WG
222
Winton Group
United Kingdom
$246K +$221K +3,506 New
GAM
223
Gotham Asset Management
New York
$241K -$1.18M -18,816 -85%
PAM
224
Panagora Asset Management
Massachusetts
$235K
Tudor Investment Corp
225
Tudor Investment Corp
Connecticut
$224K -$64K -1,018 -24%

EXP Hedge Fund Activity: Q2 2020 in Review

290 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Eagle Materials (EXP) for Q2 2020, worth a combined $2.85B — up 21% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new EXP positions and 39 closed out — a net gain of 15 holders — while 90 added to existing stakes and 108 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $51.6M. The largest seller was Broad Bay Capital Management, cutting an estimated $16M.

  • 290 institutional investors held Eagle Materials (EXP) as of Q2 2020, up from 278 in Q1 2020.
  • Funds reported $2.85B of Eagle Materials stock for Q2 2020, up 21% quarter-over-quarter.
  • 54 funds opened new Eagle Materials positions in Q2 2020 and 39 closed out, a net change of +15 holders.
  • The largest Eagle Materials buyer in Q2 2020 was Fidelity Investments, an estimated $51.6M added.
  • The largest Eagle Materials seller in Q2 2020 was Broad Bay Capital Management, an estimated $16M sold.

Based on aggregated 13F filings for Q2 2020.