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Quanta Services

1,071 hedge funds and large institutions have $33.7B invested in Quanta Services in 2024 Q1 according to their latest regulatory filings, with 137 funds opening new positions, 380 increasing their positions, 400 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more first-time investments, than exits

New positions opened: 137 | Existing positions closed: 69

60% more call options, than puts

Call options by funds: $318M | Put options by funds: $199M

20% more funds holding in top 10

Funds holding in top 10: 3036 (+6)

17% more capital invested

Capital invested by funds: $28.7B → $33.7B (+$5B)

5% more funds holding

Funds holding: 1,0171,071 (+54)

5% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 400

2.78% less ownership

Funds ownership: 92.11%89.33% (-2.8%)

Holders
1,071
Holders Change
+54
Holders Change %
+5.31%
% of All Funds
15.43%
Holding in Top 10
36
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+20%
% of All Funds
0.52%
New
137
Increased
380
Reduced
400
Closed
69
Calls
$318M
Puts
$199M
Net Calls
+$119M
Net Calls Change
+$96.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
851
Perigon Wealth Management
California
$285K -$8.41K -38 -3%
JSW
852
Journey Strategic Wealth
New Jersey
$283K -$2.65K -12 -1%
LAS
853
LWM Advisory Services
Florida
$283K
PWM
854
Purus Wealth Management
California
$278K +$2.21K +10 +0.9%
PPWP
855
Premier Path Wealth Partners
New Jersey
$277K +$236K +1,067 New
CSPIA
856
Cary Street Partners Investment Advisory
Virginia
$277K +$1.99K +9 +0.9%
BWP
857
BSW Wealth Partners
Colorado
$272K -$144K -651 -38%
AT
858
American Trust
Kentucky
$270K -$91.1K -412 -28%
SIC
859
Salem Investment Counselors
North Carolina
$270K
TWP
860
Tower Wealth Partners
Pennsylvania
$270K +$13.7K +62 +6%
LTI
861
Laffer Tengler Investments
Tennessee
$266K -$237K -1,071 -51%
RA
862
Riverstone Advisors
Texas
$266K
AC
863
Avestar Capital
New York
$265K +$226K +1,020 New
EWP
864
Elevation Wealth Partners
California
$264K -$22.1K -100 -9%
EWA
865
EverSource Wealth Advisors
Alabama
$262K +$201K +910 +892%
MA
866
Mutual Advisors
Nebraska
$262K +$223K +1,007 New
CI
867
Conning Inc
Connecticut
$260K
MPM
868
MBB Public Markets
Illinois
$259K +$221K +997 New
SFG
869
Sather Financial Group
Texas
$259K
OAM
870
Oppenheimer Asset Management
New York
$258K -$3.98K -18 -2%
SIA
871
Sit Investment Associates
Minnesota
$257K
CGL
872
Clarius Group LLC
Washington
$256K -$35.8K -162 -14%
SCM
873
Shelton Capital Management
Colorado
$255K
PJWM
874
Philip James Wealth Mangement
Georgia
$252K
BL
875
Balentine LLC
Georgia
$252K +$8.63K +39 +4%

PWR Hedge Fund Activity: Q1 2024 in Review

1,071 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Quanta Services (PWR) for Q1 2024, worth a combined $33.7B — up 17% from $28.7B a quarter earlier.

Buyers outnumbered sellers: 137 funds opened new PWR positions and 69 closed out — a net gain of 68 holders — while 380 added to existing stakes and 400 trimmed.

The largest buyer was Capital World Investors, adding an estimated $142M. The largest seller was Morgan Stanley, cutting an estimated $278M.

  • 1,071 institutional investors held Quanta Services (PWR) as of Q1 2024, up from 1,017 in Q4 2023.
  • Funds reported $33.7B of Quanta Services stock for Q1 2024, up 17% quarter-over-quarter.
  • 137 funds opened new Quanta Services positions in Q1 2024 and 69 closed out, a net change of +68 holders.
  • The largest Quanta Services buyer in Q1 2024 was Capital World Investors, an estimated $142M added.
  • The largest Quanta Services seller in Q1 2024 was Morgan Stanley, an estimated $278M sold.

Based on aggregated 13F filings for Q1 2024.