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Primoris Services

227 hedge funds and large institutions have $1.66B invested in Primoris Services in 2023 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 77 increasing their positions, 73 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more first-time investments, than exits

New positions opened: 49 | Existing positions closed: 16

125% more call options, than puts

Call options by funds: $126K | Put options by funds: $56K

16% more funds holding

Funds holding: 195227 (+32)

2.8% more ownership

Funds ownership: 90.79%93.59% (+2.8%)

5% more repeat investments, than reductions

Existing positions increased: 77 | Existing positions reduced: 73

5% more capital invested

Capital invested by funds: $1.58B → $1.66B (+$74.1M)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
227
Holders Change
+32
Holders Change %
+16.41%
% of All Funds
3.31%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
49
Increased
77
Reduced
73
Closed
16
Calls
$126K
Puts
$56K
Net Calls
+$70K
Net Calls Change
-$153K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
151
HighTower Advisors
Illinois
$366K -$522K -16,750 -60%
VI
152
Versor Investments
New York
$366K
XT
153
XTX Topco
Cayman Islands
$341K +$320K +10,260 New
DC
154
Davenport & Co
Virginia
$319K +$3.9K +125 +1%
CAN
155
Cetera Advisor Networks
California
$309K +$42.1K +1,350 +17%
PMEF
156
Point72 Middle East FZE
United Arab Emirates
$306K +$287K +9,221 New
AIM
157
Aigen Investment Management
New York
$303K +$285K +9,127 New
ProShare Advisors
158
ProShare Advisors
Maryland
$292K +$59K +1,893 +27%
SSA
159
Schonfeld Strategic Advisors
New York
$282K +$265K +8,500 New
TI
160
Tidal Investments
Wisconsin
$279K +$262K +8,400 New
PNC Financial Services Group
161
PNC Financial Services Group
Pennsylvania
$278K -$20.6K -661 -7%
FRM
162
Fox Run Management
Connecticut
$266K +$249K +8,000 New
PSP
163
Principal Street Partners
Tennessee
$260K -$14K -450 -5%
Mackenzie Financial
164
Mackenzie Financial
Ontario, Canada
$259K +$243K +7,800 New
MML Investors Services
165
MML Investors Services
Massachusetts
$256K +$9.76K +313 +4%
ARC
166
Advisor Resource Council
Texas
$247K +$232K +7,432 New
M&T Bank
167
M&T Bank
New York
$245K +$13.7K +439 +6%
CP
168
Camelot Portfolios
Ohio
$239K +$225K +7,201 New
BFEC
169
Benjamin F. Edwards & Company
Missouri
$225K +$4.49K +144 +2%
SPA
170
Sherbrooke Park Advisers
New York
$222K +$209K +6,691 New
Principal Financial Group
171
Principal Financial Group
Iowa
$222K -$34.8K -1,116 -14%
Stifel Financial
172
Stifel Financial
Missouri
$218K +$205K +6,574 New
NA
173
NewEdge Advisors
Louisiana
$218K -$218 -7 -0.1%
Squarepoint
174
Squarepoint
New York
$210K +$197K +6,327 New
GAM
175
Gotham Asset Management
New York
$206K +$193K +6,188 New

PRIM Hedge Fund Activity: Q4 2023 in Review

227 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Primoris Services (PRIM) for Q4 2023, worth a combined $1.66B — up 4.7% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 49 funds opened new PRIM positions and 16 closed out — a net gain of 33 holders — while 77 added to existing stakes and 73 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $34.5M. The largest seller was Wellington Management Group, cutting an estimated $30.1M.

  • 227 institutional investors held Primoris Services (PRIM) as of Q4 2023, up from 195 in Q3 2023.
  • Funds reported $1.66B of Primoris Services stock for Q4 2023, up 4.7% quarter-over-quarter.
  • 49 funds opened new Primoris Services positions in Q4 2023 and 16 closed out, a net change of +33 holders.
  • The largest Primoris Services buyer in Q4 2023 was Morgan Stanley, an estimated $34.5M added.
  • The largest Primoris Services seller in Q4 2023 was Wellington Management Group, an estimated $30.1M sold.

Based on aggregated 13F filings for Q4 2023.