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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
LCWP
801
Legacy Capital Wealth Partners
Arkansas
$271K +$232K +1,257 New
LIM
802
Lagoda Investment Management
New York
$270K +$9.24K +50 +4%
FFO
803
Fiduciary Family Office
Florida
$262K +$224K +1,214 New
AIM
804
Aspen Investment Management
Michigan
$261K +$223K +1,209 New
HIS
805
Horizon Investment Services
Indiana
$261K -$29.4K -159 -12%
SAM
806
Sawgrass Asset Management
Florida
$260K
QFA
807
Quantum Financial Advisors
California
$260K +$2.22K +12 +1%
VCP
808
Verus Capital Partners
Arizona
$259K +$222K +1,202 New
HNB
809
Huntington National Bank
Ohio
$258K -$24.9K -135 -10%
FWIA
810
Fort Washington Investment Advisors
Ohio
$258K
TAM
811
Todd Asset Management
Kentucky
$258K
Axa
812
Axa
France
$256K -$17.9K -97 -8%
CII
813
Capital International Inc
California
$253K -$4.8K -26 -2%
GWM
814
Gray Wealth Management
Maine
$252K
VFA
815
Valeo Financial Advisors
Indiana
$251K +$215K +1,165 New
CGL
816
Clarius Group LLC
Washington
$248K -$28.8K -156 -12%
PWM
817
Perigon Wealth Management
California
$245K -$28.6K -155 -12%
MAS
818
Meeder Advisory Services
Ohio
$243K +$208K +1,128 New
BAM
819
Berkshire Asset Management
Pennsylvania
$242K -$1.85K -10 -0.9%
OIA
820
OneDigital Investment Advisors
Kansas
$238K -$129K -697 -39%
Los Angeles Capital Management
821
Los Angeles Capital Management
California
$238K
JSW
822
Journey Strategic Wealth
New Jersey
$238K
GCL
823
Gouws Capital LLC
North Carolina
$237K
LAS
824
LWM Advisory Services
Florida
$235K -$9.24K -50 -4%
HAS
825
HBW Advisory Services
California
$229K +$196K +1,061 New

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.