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Construction Partners
ROAD

157 hedge funds and large institutions have $1.27B invested in Construction Partners in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 48 increasing their positions, 61 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

273% more call options, than puts

Call options by funds: $455K | Put options by funds: $122K

75% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 16

18% more capital invested

Capital invested by funds: $1.08B → $1.27B (+$191M)

8% more funds holding

Funds holding: 146 → 157 (+11)

0.94% more ownership

Funds ownership: 96.88% → 97.81% (+0.94%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

21% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 61

Holders
157
Holders Change
+11
Holders Change %
+7.53%
% of All Funds
2.47%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
48
Reduced
61
Closed
16
Calls
$455K
Puts
$122K
Net Calls
+$333K
Net Calls Change
+$290K

Top Buyers

1
JP Morgan Chase
JP Morgan Chase
New York
+$11.7M
2
Blackstone Inc
Blackstone Inc
New York
+$6.79M
3
CRC
Catawba River Capital
South Carolina
+$5.72M
4
Jennison Associates
Jennison Associates
New York
+$5M
5
BlackRock
BlackRock
New York
+$4.02M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$7.11M
2
CCA
Conestoga Capital Advisors
Pennsylvania
-$4.37M
3
PCM
Penn Capital Management
Pennsylvania
-$4.08M
4
BCIM
British Columbia Investment Management
British Columbia, Canada
-$3.89M
5
WA
Wasatch Advisors
Utah
-$3.09M
Name Holding Trade Value Shares
Change 		Change in
Stake
AB
126
Amalgamated Bank
New York
$192K +$16.2K +566 +10%
BEI
127
Benjamin Edwards Inc
Missouri
$135K +$60.9K +2,128 +98%
N
128
Natixis
France
$105K -$95.5K -3,338 -50%
SOW
129
State of Wyoming
Wyoming
$104K +$29.3K +1,022 +45%
AIP
130
Ameritas Investment Partners
Nebraska
$97K – – –
MLICM
131
Metropolitan Life Insurance Company (MetLife)
New York
$70.6K +$64.4K +2,250 New
TWM
132
Tradition Wealth Management
Minnesota
$59K – – –
Canada Life
133
Canada Life
Manitoba, Canada
$55K – – –
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$54.2K +$7.16K +250 +17%
US Bancorp
135
US Bancorp
Minnesota
$39.9K -$229K -8,017 -86%
TRCT
136
Tower Research Capital (TRC)
New York
$28.8K -$7.18K -251 -21%
IGWM
137
ICA Group Wealth Management
Colorado
$21.7K +$19.7K +690 New
CFGS
138
Concourse Financial Group Securities
Alabama
$20.5K +$8.87K +310 +91%
CT
139
Caldwell Trust
Florida
$18K – – –
SPIA
140
Steward Partners Investment Advisory
New York
$15.7K – – –
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$14K -$372 -13 -3%
CWC
142
Carolinas Wealth Consulting
North Carolina
$12.1K – – –
APW
143
Acima Private Wealth
Virginia
$11.6K – – –
GWM
144
Geneos Wealth Management
Colorado
$7.85K – – –
AAP
145
Arax Advisory Partners
Colorado
$6.91K -$1.98K -69 -24%
IFAM
146
Institutional & Family Asset Management
Colorado
$6.03K – – –
Northwestern Mutual Wealth Management
147
Northwestern Mutual Wealth Management
Wisconsin
$5.3K +$4.84K +169 New
Carson Wealth (CWM LLC)
148
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
S
149
SignatureFD
Georgia
$4.3K – – –
BWL
150
Bogart Wealth LLC
Virginia
$3.8K – – –
3 4 5
6
7

ROAD Hedge Fund Activity: Q2 2023 in Review

157 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Construction Partners (ROAD) for Q2 2023, worth a combined $1.27B — up 18% from $1.08B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ROAD positions and 16 closed out — a net gain of 12 holders — while 48 added to existing stakes and 61 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $11.7M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $7.11M.

  • 157 institutional investors held Construction Partners (ROAD) as of Q2 2023, up from 146 in Q1 2023.
  • Funds reported $1.27B of Construction Partners stock for Q2 2023, up 18% quarter-over-quarter.
  • 28 funds opened new Construction Partners positions in Q2 2023 and 16 closed out, a net change of +12 holders.
  • The largest Construction Partners buyer in Q2 2023 was JP Morgan Chase, an estimated $11.7M added.
  • The largest Construction Partners seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $7.11M sold.

Based on aggregated 13F filings for Q2 2023.