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Granite Construction

230 hedge funds and large institutions have $2.45B invested in Granite Construction in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 108 increasing their positions, 65 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

173% more call options, than puts

Call options by funds: $2.21M | Put options by funds: $808K

66% more repeat investments, than reductions

Existing positions increased: 108 | Existing positions reduced: 65

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

24% more capital invested

Capital invested by funds: $1.98B → $2.45B (+$473M)

0.23% more ownership

Funds ownership: 100%100.23% (+0.23%)

6% less funds holding

Funds holding: 244230 (-14)

29% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 28

Holders
230
Holders Change
-14
Holders Change %
-5.74%
% of All Funds
5%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.17%
New
20
Increased
108
Reduced
65
Closed
28
Calls
$2.21M
Puts
$808K
Net Calls
+$1.4M
Net Calls Change
+$655K
Name Holding Trade Value Shares
Change
Change in
Stake
AAMU
1
Amundi Asset Management US
Massachusetts
$272M +$8.15M +186,324 +26%
BlackRock
2
BlackRock
New York
$255M +$9.01M +205,989 +4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$209M -$232K -5,312 -0.1%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$142M -$2.11M -48,241 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$137M +$4.46M +101,945 +4%
Fuller & Thaler Asset Management
6
Fuller & Thaler Asset Management
California
$101M +$785K +17,958 +0.9%
State Street
7
State Street
Massachusetts
$70.8M +$3.18M +72,761 +5%
Macquarie Group
8
Macquarie Group
Australia
$62.3M +$3.48M +79,624 +7%
AllianceBernstein
9
AllianceBernstein
Tennessee
$59.5M -$8.62M -197,155 -14%
Victory Capital Management
10
Victory Capital Management
Texas
$59.4M +$2.79M +63,750 +5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$56.3M +$5.42M +123,933 +12%
Ameriprise
12
Ameriprise
Minnesota
$51.7M -$957K -21,897 -2%
Goldman Sachs
13
Goldman Sachs
New York
$50M +$6.65M +152,160 +17%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$42.1M -$307K -7,012 -0.8%
Franklin Resources
15
Franklin Resources
California
$39.1M +$4.53M +103,604 +15%
Northern Trust
16
Northern Trust
Illinois
$35.5M +$344K +7,864 +1%
Boston Partners
17
Boston Partners
Massachusetts
$28.6M +$4.09M +93,578 +19%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$28M +$2.07M +47,240 +9%
JGUA
19
John G. Ullman & Associates
New York
$27.9M +$2.65M +60,600 +12%
PCM
20
Peregrine Capital Management
Minnesota
$27.5M -$81.8K -1,871 -0.3%
Bank of America
21
Bank of America
North Carolina
$26.4M -$2.74M -62,587 -10%
TCM
22
Tributary Capital Management
Nebraska
$25.2M +$3.1M +70,953 +16%
ICOM
23
Investment Counselors of Maryland
Maryland
$24.9M +$262K +5,985 +1%
Norges Bank
24
Norges Bank
Norway
$24.6M
Russell Investments Group
25
Russell Investments Group
United Kingdom
$22.8M +$8.74M +199,924 +73%

GVA Hedge Fund Activity: Q2 2019 in Review

230 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Granite Construction (GVA) for Q2 2019, worth a combined $2.45B — up 24% from $1.98B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of GVA and 20 opened new positions — a net loss of 8 holders — while 65 trimmed existing stakes and 108 added.

The largest buyer was BlackRock, adding an estimated $9.01M. The largest seller was Renaissance Technologies, cutting an estimated $9.81M.

  • 230 institutional investors held Granite Construction (GVA) as of Q2 2019, down from 244 in Q1 2019.
  • Funds reported $2.45B of Granite Construction stock for Q2 2019, up 24% quarter-over-quarter.
  • 20 funds opened new Granite Construction positions in Q2 2019 and 28 closed out, a net change of -8 holders.
  • The largest Granite Construction buyer in Q2 2019 was BlackRock, an estimated $9.01M added.
  • The largest Granite Construction seller in Q2 2019 was Renaissance Technologies, an estimated $9.81M sold.

Based on aggregated 13F filings for Q2 2019.