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Eagle Materials

360 hedge funds and large institutions have $5.37B invested in Eagle Materials in 2021 Q1 according to their latest regulatory filings, with 70 funds opening new positions, 111 increasing their positions, 121 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more funds holding in top 10

Funds holding in top 10: 49 (+5)

75% more first-time investments, than exits

New positions opened: 70 | Existing positions closed: 40

34% more capital invested

Capital invested by funds: $4.02B → $5.37B (+$1.35B)

31% more call options, than puts

Call options by funds: $13.2M | Put options by funds: $10.1M

8% more funds holding

Funds holding: 334360 (+26)

0.43% more ownership

Funds ownership: 95.13%95.56% (+0.43%)

8% less repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 121

Holders
360
Holders Change
+26
Holders Change %
+7.78%
% of All Funds
6.32%
Holding in Top 10
9
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+125%
% of All Funds
0.16%
New
70
Increased
111
Reduced
121
Closed
40
Calls
$13.2M
Puts
$10.1M
Net Calls
+$3.1M
Net Calls Change
+$2.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$534M +$13.2M +109,134 +3%
BlackRock
2
BlackRock
New York
$497M +$16.3M +134,873 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$441M +$20.4M +168,151 +5%
Wells Fargo
4
Wells Fargo
California
$245M +$79.2K +654 +0%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$241M +$33.8M +278,772 +18%
Federated Hermes
6
Federated Hermes
Pennsylvania
$192M +$31M +255,932 +22%
Boston Partners
7
Boston Partners
Massachusetts
$179M -$7.07M -58,382 -4%
State Street
8
State Street
Massachusetts
$130M +$446K +3,680 +0.4%
SIM
9
Sprucegrove Investment Management
Ontario, Canada
$112M -$9.97M -82,300 -9%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$109M -$9.66M -79,736 -9%
Citadel Advisors
11
Citadel Advisors
Florida
$107M -$3.9M -32,215 -4%
FCM
12
Frontier Capital Management
Massachusetts
$105M -$10.2M -83,869 -10%
Janus Henderson Group
13
Janus Henderson Group
United Kingdom
$87.3M +$418K +3,451 +0.5%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$73.8M +$504K +4,156 +0.8%
Lazard Asset Management
15
Lazard Asset Management
New York
$73.1M +$3.3M +27,213 +5%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$71.7M +$29.5M +243,764 +84%
Fuller & Thaler Asset Management
17
Fuller & Thaler Asset Management
California
$70.9M +$8.6M +70,959 +16%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$70.8M +$5.4M +44,604 +9%
Brown Advisory
19
Brown Advisory
Maryland
$62.3M +$12.4M +102,516 +28%
SI
20
Scout Investments
Missouri
$60M +$9.53M +78,652 +21%
Victory Capital Management
21
Victory Capital Management
Texas
$58.6M +$9.43M +77,813 +22%
Norges Bank
22
Norges Bank
Norway
$58.4M -$6.57M -54,197 -11%
T. Rowe Price Associates
23
T. Rowe Price Associates
Maryland
$57.5M -$49.8K -411 -0.1%
HRCM
24
Hood River Capital Management
Florida
$56.9M +$19M +157,129 +59%
GKIM
25
GW&K Investment Management
Massachusetts
$54.8M +$5.57M +45,946 +13%

EXP Hedge Fund Activity: Q1 2021 in Review

360 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Eagle Materials (EXP) for Q1 2021, worth a combined $5.37B — up 34% from $4.02B a quarter earlier.

Buyers outnumbered sellers: 70 funds opened new EXP positions and 40 closed out — a net gain of 30 holders — while 111 added to existing stakes and 121 trimmed.

The largest buyer was Neuberger Berman Group, adding an estimated $33.8M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $52.9M sold.

  • 360 institutional investors held Eagle Materials (EXP) as of Q1 2021, up from 334 in Q4 2020.
  • Funds reported $5.37B of Eagle Materials stock for Q1 2021, up 34% quarter-over-quarter.
  • 70 funds opened new Eagle Materials positions in Q1 2021 and 40 closed out, a net change of +30 holders.
  • The largest Eagle Materials buyer in Q1 2021 was Neuberger Berman Group, an estimated $33.8M added.
  • The largest Eagle Materials seller in Q1 2021 was Empyrean Capital Partners, an estimated $52.9M sold.

Based on aggregated 13F filings for Q1 2021.