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Granite Construction

213 hedge funds and large institutions have $1.7B invested in Granite Construction in 2021 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 71 increasing their positions, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 21

18% more call options, than puts

Call options by funds: $2.59M | Put options by funds: $2.2M

1% more funds holding

Funds holding: 210213 (+3)

0.29% less ownership

Funds ownership: 96%95.71% (-0.29%)

3% less capital invested

Capital invested by funds: $1.74B → $1.7B (-$44.4M)

5% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 75

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
213
Holders Change
+3
Holders Change %
+1.43%
% of All Funds
3.28%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
27
Increased
71
Reduced
75
Closed
21
Calls
$2.59M
Puts
$2.2M
Net Calls
+$390K
Net Calls Change
-$650K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$290M +$8.9M +224,457 +3%
Vanguard Group
2
Vanguard Group
Pennsylvania
$196M +$3.82M +96,277 +2%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$112M -$115K -2,907 -0.1%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$90.7M -$636K -16,031 -0.7%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$74.3M -$39.2M -988,984 -34%
State Street
6
State Street
Massachusetts
$62.3M +$2.08M +52,392 +3%
Morgan Stanley
7
Morgan Stanley
New York
$51.7M +$2.97M +74,842 +6%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$46.2M -$4.73M -119,318 -9%
Victory Capital Management
9
Victory Capital Management
Texas
$42.4M +$14.7M +370,286 +51%
Amundi
10
Amundi
France
$40.8M +$1.39M +35,059 +3%
Franklin Resources
11
Franklin Resources
California
$37.4M -$35.7K -901 -0.1%
Capital Research Global Investors
12
Capital Research Global Investors
California
$35.8M -$34.7M -874,000 -49%
William Blair Investment Management
13
William Blair Investment Management
Illinois
$35.5M -$3.15M -79,551 -8%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$33.3M -$7.26M -182,972 -18%
Geode Capital Management
15
Geode Capital Management
Massachusetts
$29.5M -$480K -12,107 -2%
Bank of America
16
Bank of America
North Carolina
$28.4M +$4.03M +101,521 +16%
Norges Bank
17
Norges Bank
Norway
$27.3M +$2.78M +70,036 +11%
BCA
18
Bernzott Capital Advisors
California
$26.9M +$1.91M +48,235 +7%
Charles Schwab
19
Charles Schwab
California
$24.5M -$400K -10,086 -2%
Northern Trust
20
Northern Trust
Illinois
$20.8M -$789K -19,889 -4%
JP Morgan Chase
21
JP Morgan Chase
New York
$20.5M +$16.5M +417,137 +369%
Ameriprise
22
Ameriprise
Minnesota
$16.1M +$3.43M +86,607 +26%
Invesco
23
Invesco
Georgia
$15.7M -$11M -278,210 -41%
Mirae Asset Global Investments
24
Mirae Asset Global Investments
South Korea
$15.1M +$2.02M +50,952 +15%
PCA
25
Personal Capital Advisors
California
$14.9M +$138K +3,476 +0.9%

GVA Hedge Fund Activity: Q4 2021 in Review

213 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Granite Construction (GVA) for Q4 2021, worth a combined $1.7B — down 2.6% from $1.74B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new GVA positions and 21 closed out — a net gain of 6 holders — while 71 added to existing stakes and 75 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $16.5M. The largest seller was Fidelity Investments, cutting an estimated $39.2M.

  • 213 institutional investors held Granite Construction (GVA) as of Q4 2021, up from 210 in Q3 2021.
  • Funds reported $1.7B of Granite Construction stock for Q4 2021, down 2.6% quarter-over-quarter.
  • 27 funds opened new Granite Construction positions in Q4 2021 and 21 closed out, a net change of +6 holders.
  • The largest Granite Construction buyer in Q4 2021 was JP Morgan Chase, an estimated $16.5M added.
  • The largest Granite Construction seller in Q4 2021 was Fidelity Investments, an estimated $39.2M sold.

Based on aggregated 13F filings for Q4 2021.