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Granite Construction

262 hedge funds and large institutions have $2.65B invested in Granite Construction in 2024 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 72 increasing their positions, 97 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,882% more call options, than puts

Call options by funds: $22.8M | Put options by funds: $1.15M

117% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 23

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

11% more funds holding

Funds holding: 237262 (+25)

9% more capital invested

Capital invested by funds: $2.42B → $2.65B (+$225M)

2.72% less ownership

Funds ownership: 108.27%105.55% (-2.7%)

26% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 97

Holders
262
Holders Change
+25
Holders Change %
+10.55%
% of All Funds
3.77%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
50
Increased
72
Reduced
97
Closed
23
Calls
$22.8M
Puts
$1.15M
Net Calls
+$21.6M
Net Calls Change
+$18.4M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$407M -$5.39M -108,125 -1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$282M +$374K +7,500 +0.2%
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$163M +$4.75M +95,357 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$153M -$873K -17,519 -0.6%
State Street
5
State Street
Massachusetts
$143M -$7.66M -153,716 -6%
FCM
6
Frontier Capital Management
Massachusetts
$102M +$20.2M +404,903 +29%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$94.3M -$123M -2,462,429 -60%
Millennium Management
8
Millennium Management
New York
$73.6M +$59M +1,184,190 +1,130%
Bank of America
9
Bank of America
North Carolina
$57.4M -$6.85M -137,538 -12%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$55.1M +$1.34M +26,817 +3%
William Blair Investment Management
11
William Blair Investment Management
Illinois
$53.7M -$5.15M -103,306 -10%
WA
12
Wasatch Advisors
Utah
$53.5M +$40.3M +809,803 +637%
Franklin Resources
13
Franklin Resources
California
$50.4M +$1.79M +35,965 +4%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$48.2M -$667K -13,387 -2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$43.8M -$5.54M -111,186 -13%
Morgan Stanley
16
Morgan Stanley
New York
$43.7M -$74.9M -1,503,925 -66%
DRZID
17
DePrince Race & Zollo Inc (DRZ)
Florida
$40M +$1.5M +30,142 +5%
Charles Schwab
18
Charles Schwab
California
$39.5M +$867K +17,394 +3%
Goldman Sachs
19
Goldman Sachs
New York
$38.6M +$1.82M +36,502 +6%
Boston Partners
20
Boston Partners
Massachusetts
$38.4M -$1.2M -24,113 -3%
MMA
21
Mizuho Markets Americas
New York
$35.9M -$1.33M -26,624 -4%
SFM
22
Systematic Financial Management
New Jersey
$35.7M +$1.62M +32,456 +5%
HCC
23
Hill City Capital
Massachusetts
$29M +$25.3M +507,744 New
Northern Trust
24
Northern Trust
Illinois
$29M -$675K -13,551 -3%
First Trust Advisors
25
First Trust Advisors
Illinois
$28.8M -$1.48M -29,773 -6%

GVA Hedge Fund Activity: Q1 2024 in Review

262 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Granite Construction (GVA) for Q1 2024, worth a combined $2.65B — up 9.3% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new GVA positions and 23 closed out — a net gain of 27 holders — while 72 added to existing stakes and 97 trimmed.

The largest buyer was Millennium Management, adding an estimated $59M. The largest seller was Fidelity Investments, cutting an estimated $123M.

  • 262 institutional investors held Granite Construction (GVA) as of Q1 2024, up from 237 in Q4 2023.
  • Funds reported $2.65B of Granite Construction stock for Q1 2024, up 9.3% quarter-over-quarter.
  • 50 funds opened new Granite Construction positions in Q1 2024 and 23 closed out, a net change of +27 holders.
  • The largest Granite Construction buyer in Q1 2024 was Millennium Management, an estimated $59M added.
  • The largest Granite Construction seller in Q1 2024 was Fidelity Investments, an estimated $123M sold.

Based on aggregated 13F filings for Q1 2024.