We are live on ! Find out more
PRIM icon

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
BTI
201
Blue Trust Inc
Georgia
$10K +$904 +29 +10%
SIC
202
Salem Investment Counselors
North Carolina
$9.48K
PS
203
Principal Securities
Iowa
$9.1K +$8.54K +274 New
PTC
204
Private Trust Company
Ohio
$9.03K -$6.42K -206 -43%
Comerica Bank
205
Comerica Bank
Texas
$8.2K -$125 -4 -2%
QL
206
Quarry LP
New York
$7.9K +$7.42K +238 New
FUBT
207
First United Bank & Trust
Maryland
$6.87K +$6.45K +207 New
PPC
208
Park Place Capital
Alabama
$6.11K
HIM
209
Hillsdale Investment Management
Ontario, Canada
$4.65K -$1.87K -60 -30%
Mitsubishi UFJ Asset Management
210
Mitsubishi UFJ Asset Management
Japan
$4.27K
GRP
211
Global Retirement Partners
California
$3.71K
CA
212
Clearstead Advisors
Ohio
$3.41K -$3.15K -101 -50%
CAS
213
Coppell Advisory Solutions
Texas
$3.32K
PWMG
214
Private Wealth Management Group
New Jersey
$2.72K +$2.56K +82 New
GFPC
215
Global Financial Private Client
Florida
$2.39K
CIA
216
Cape Investment Advisory
Georgia
$1.93K +$1.81K +58 New
DA
217
Denali Advisors
California
$1.76K +$1.65K +53 New
Nisa Investment Advisors
218
Nisa Investment Advisors
Missouri
$1.63K
LC
219
Lindbrook Capital
California
$1.43K +$1.34K +43 New
AAP
220
Arax Advisory Partners
Colorado
$1.3K -$249 -8 -17%
RFG
221
RFP Financial Group
Georgia
$1.26K
MCM
222
Manchester Capital Management
Vermont
$764
AF
223
Allworth Financial
California
$299
GI
224
GAMMA Investing
California
$262 +$249 +8 New
FFA
225
Farther Finance Advisors
California
$199 -$1.12K -36 -86%

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.