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Quanta Services

1,017 hedge funds and large institutions have $28.7B invested in Quanta Services in 2023 Q4 according to their latest regulatory filings, with 163 funds opening new positions, 321 increasing their positions, 393 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 163 | Existing positions closed: 94

20% more capital invested

Capital invested by funds: $24B → $28.7B (+$4.76B)

13% more call options, than puts

Call options by funds: $194M | Put options by funds: $171M

6% more funds holding

Funds holding: 9601,017 (+57)

3.1% more ownership

Funds ownership: 89.02%92.11% (+3.1%)

17% less funds holding in top 10

Funds holding in top 10: 3630 (-6)

18% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 393

Holders
1,017
Holders Change
+57
Holders Change %
+5.94%
% of All Funds
14.83%
Holding in Top 10
30
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-16.67%
% of All Funds
0.44%
New
163
Increased
321
Reduced
393
Closed
94
Calls
$194M
Puts
$171M
Net Calls
+$23.1M
Net Calls Change
+$4.66M
Name Holding Trade Value Shares
Change
Change in
Stake
IAA
476
Independent Advisor Alliance
North Carolina
$1.55M +$673K +3,641 +103%
AWC
477
Abundance Wealth Counselors
Pennsylvania
$1.54M -$36K -195 -3%
AWM
478
AE Wealth Management
Kansas
$1.54M +$1.15M +6,246 +392%
CAM
479
Creekmur Asset Management
Illinois
$1.52M +$1.3M +7,023 New
AIC
480
Argus Investors Counsel
New York
$1.52M +$6.84K +37 +0.5%
EWA
481
EP Wealth Advisors
California
$1.5M +$6.28K +34 +0.5%
FIM
482
Freedom Investment Management
Connecticut
$1.46M -$17.2K -93 -1%
Teacher Retirement System of Texas
483
Teacher Retirement System of Texas
Texas
$1.44M -$845K -4,574 -41%
CF
484
Copperwynd Financial
Arizona
$1.43M -$59.5K -322 -5%
BFG
485
Bleakley Financial Group
New Jersey
$1.42M +$746K +4,035 +160%
SS
486
Simplicity Solutions
Minnesota
$1.42M +$746K +4,035 +160%
MGP
487
Metis Global Partners
California
$1.41M -$114K -619 -9%
LGA
488
Lebenthal Global Advisors
New York
$1.41M +$437K +2,365 +57%
AIC
489
Archer Investment Corporation
Indiana
$1.4M -$333K -1,800 -22%
WCA
490
Westover Capital Advisors
Delaware
$1.4M -$8.68K -47 -0.7%
HF
491
HRT Financial
New York
$1.39M +$1.19M +6,425 New
CIP
492
Chartwell Investment Partners
Pennsylvania
$1.38M -$244K -1,319 -17%
DIA
493
Dana Investment Advisors
Wisconsin
$1.38M -$32.7K -177 -3%
SI
494
Saxon Interests
Texas
$1.35M +$1.16M +6,267 New
PAA
495
Peregrine Asset Advisers
Oregon
$1.35M
SC
496
Savant Capital
Illinois
$1.35M +$373K +2,019 +48%
MCM
497
Monument Capital Management
Virginia
$1.34M -$3.88K -21 -0.3%
SAM
498
Shell Asset Management
Netherlands
$1.34M -$310K -1,677 -21%
FAIM
499
Financial Advocates Investment Management
Washington
$1.34M -$4.43K -24 -0.4%
MLL
500
Moody Lynn & Lieberson
Massachusetts
$1.32M +$3.14K +17 +0.3%

PWR Hedge Fund Activity: Q4 2023 in Review

1,017 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Quanta Services (PWR) for Q4 2023, worth a combined $28.7B — up 20% from $24B a quarter earlier.

Buyers outnumbered sellers: 163 funds opened new PWR positions and 94 closed out — a net gain of 69 holders — while 321 added to existing stakes and 393 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $428M. The largest seller was Public Employees Retirement Association of Colorado, cutting an estimated $184M.

  • 1,017 institutional investors held Quanta Services (PWR) as of Q4 2023, up from 960 in Q3 2023.
  • Funds reported $28.7B of Quanta Services stock for Q4 2023, up 20% quarter-over-quarter.
  • 163 funds opened new Quanta Services positions in Q4 2023 and 94 closed out, a net change of +69 holders.
  • The largest Quanta Services buyer in Q4 2023 was JP Morgan Chase, an estimated $428M added.
  • The largest Quanta Services seller in Q4 2023 was Public Employees Retirement Association of Colorado, an estimated $184M sold.

Based on aggregated 13F filings for Q4 2023.