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Granite Construction

178 hedge funds and large institutions have $1.21B invested in Granite Construction in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 51 increasing their positions, 64 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

73% more call options, than puts

Call options by funds: $4.07M | Put options by funds: $2.35M

55% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 22

51% more capital invested

Capital invested by funds: $797M → $1.21B (+$410M)

7% more funds holding

Funds holding: 167178 (+11)

0.4% less ownership

Funds ownership: 96.75%96.35% (-0.4%)

20% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 64

Holders
178
Holders Change
+11
Holders Change %
+6.59%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
34
Increased
51
Reduced
64
Closed
22
Calls
$4.07M
Puts
$2.35M
Net Calls
+$1.72M
Net Calls Change
+$2.57M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$191M +$4.52M +196,764 +3%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$156M -$3.93M -170,822 -3%
Vanguard Group
3
Vanguard Group
Pennsylvania
$129M +$3.06M +133,033 +3%
Capital Research Global Investors
4
Capital Research Global Investors
California
$89.9M +$14.9M +650,000 +24%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$75.5M -$2.46M -106,859 -4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$64.6M -$492K -21,406 -0.9%
State Street
7
State Street
Massachusetts
$40.4M +$102K +4,444 +0.3%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$36.2M +$2.59M +112,677 +9%
Franklin Resources
9
Franklin Resources
California
$32.1M -$244K -10,629 -0.9%
Morgan Stanley
10
Morgan Stanley
New York
$24.3M -$470K -20,432 -2%
ICOM
11
Investment Counselors of Maryland
Maryland
$24.2M +$1.06M +46,255 +5%
AAMU
12
Amundi Asset Management US
Massachusetts
$23.4M +$1.02M +44,379 +5%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$19.6M +$2.84M +123,514 +26%
Bank of America
14
Bank of America
North Carolina
$19.2M -$483K -21,006 -3%
Charles Schwab
15
Charles Schwab
California
$18.6M +$529K +23,033 +3%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$18.3M +$540K +23,512 +4%
Northern Trust
17
Northern Trust
Illinois
$15.9M -$139K -6,067 -1%
Norges Bank
18
Norges Bank
Norway
$14.6M
FCM
19
Frontier Capital Management
Massachusetts
$14.3M -$1M -43,684 -8%
RIA
20
RPG Investment Advisory
California
$10.1M +$2.02M +88,035 +31%
Principal Financial Group
21
Principal Financial Group
Iowa
$8.59M -$294K -12,793 -4%
PCA
22
Personal Capital Advisors
California
$8.11M +$854K +37,163 +14%
WC
23
Wynnefield Capital
New York
$7.75M +$5.97M +259,900 +863%
Invesco
24
Invesco
Georgia
$7.4M +$314K +13,684 +5%
N
25
Nuveen
North Carolina
$6.81M +$224K +9,756 +4%

GVA Hedge Fund Activity: Q4 2020 in Review

178 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Granite Construction (GVA) for Q4 2020, worth a combined $1.21B — up 51% from $797M a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new GVA positions and 22 closed out — a net gain of 12 holders — while 51 added to existing stakes and 64 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $14.9M. The largest seller was Adage Capital Partners, exiting entirely with an estimated $5.72M sold.

  • 178 institutional investors held Granite Construction (GVA) as of Q4 2020, up from 167 in Q3 2020.
  • Funds reported $1.21B of Granite Construction stock for Q4 2020, up 51% quarter-over-quarter.
  • 34 funds opened new Granite Construction positions in Q4 2020 and 22 closed out, a net change of +12 holders.
  • The largest Granite Construction buyer in Q4 2020 was Capital Research Global Investors, an estimated $14.9M added.
  • The largest Granite Construction seller in Q4 2020 was Adage Capital Partners, an estimated $5.72M sold.

Based on aggregated 13F filings for Q4 2020.