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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$741M -$16M -100,515 -2%
BlackRock
2
BlackRock
New York
$597M -$4.34M -27,273 -0.8%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$332M -$17.7M -110,859 -6%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$301M -$15.6M -97,667 -6%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$212M -$27.9M -175,203 -13%
FCM
6
Frontier Capital Management
Massachusetts
$209M +$53.2M +333,902 +42%
AIM
7
Artemis Investment Management
United Kingdom
$193M +$95.6M +600,207 +137%
State Street
8
State Street
Massachusetts
$187M -$2.57M -16,154 -2%
Invesco
9
Invesco
Georgia
$167M +$114M +716,989 +406%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$126M +$1.1M +6,930 +1%
Norges Bank
11
Norges Bank
Norway
$112M -$5.69M -35,730 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$110M +$4.25M +26,675 +5%
Victory Capital Management
13
Victory Capital Management
Texas
$99.5M -$31.2M -195,654 -27%
ZIG
14
Zurich Insurance Group
Switzerland
$83.9M +$7.24M +45,430 +11%
GKIM
15
GW&K Investment Management
Massachusetts
$82.5M -$1.33M -8,320 -2%
Federated Hermes
16
Federated Hermes
Pennsylvania
$80.5M -$5.04M -31,612 -7%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$79.7M -$1.3M -8,166 -2%
HCM
18
Hodges Capital Management
Texas
$72M +$10.4M +65,358 +31%
HRCM
19
Hood River Capital Management
Florida
$67M +$140K +881 +0.2%
T. Rowe Price Associates
20
T. Rowe Price Associates
Maryland
$64.3M +$14.5M +91,032 +36%
Brown Advisory
21
Brown Advisory
Maryland
$61.8M -$15.7M -98,759 -23%
Charles Schwab
22
Charles Schwab
California
$60.3M +$63.1K +396 +0.1%
Morgan Stanley
23
Morgan Stanley
New York
$59.9M +$7.19M +45,161 +16%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$58.4M -$14.4M -90,452 -22%
EIP
25
Epoch Investment Partners
New York
$54.3M +$4.65M +29,201 +11%

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.