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Construction Partners

225 hedge funds and large institutions have $1.91B invested in Construction Partners in 2023 Q4 according to their latest regulatory filings, with 61 funds opening new positions, 65 increasing their positions, 74 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

369% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 13

199% more call options, than puts

Call options by funds: $613K | Put options by funds: $205K

26% more funds holding

Funds holding: 179225 (+46)

24% more capital invested

Capital invested by funds: $1.54B → $1.91B (+$368M)

3.96% more ownership

Funds ownership: 96.37%100.33% (+4%)

12% less repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 74

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
225
Holders Change
+46
Holders Change %
+25.7%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
61
Increased
65
Reduced
74
Closed
13
Calls
$613K
Puts
$205K
Net Calls
+$408K
Net Calls Change
-$7.71M
Name Holding Trade Value Shares
Change
Change in
Stake
IFAM
201
Institutional & Family Asset Management
Colorado
$8.36K
1832 Asset Management
202
1832 Asset Management
Ontario, Canada
$8.18K -$9.75K -238 -56%
PHK
203
Point72 Hong Kong
Hong Kong
$7.91K +$7.46K +182 New
HIM
204
Hillsdale Investment Management
Ontario, Canada
$6.96K
EWA
205
EverSource Wealth Advisors
Alabama
$6.53K +$6.15K +150 New
CAS
206
Coppell Advisory Solutions
Texas
$6.22K +$5.86K +143 New
QL
207
Quarry LP
New York
$6.09K +$5.74K +140 New
S
208
SignatureFD
Georgia
$5.96K
BWL
209
Bogart Wealth LLC
Virginia
$5.27K
Jones Financial Companies
210
Jones Financial Companies
Missouri
$4.48K +$4.22K +103 New
OLVIG
211
Oliver Lagore Vanvalin Investment Group
Michigan
$4.09K
WPA
212
West Paces Advisors
Georgia
$4.05K +$3.81K +93 New
AAP
213
Arax Advisory Partners
Colorado
$3.48K
PFBT
214
Parkside Financial Bank & Trust
Missouri
$3.09K
PTC
215
Private Trust Company
Ohio
$3.05K +$2.87K +70 New
BTI
216
Blue Trust Inc
Georgia
$3K
CAM
217
Creekmur Asset Management
Illinois
$2.61K +$2.46K +60 New
PIS
218
POM Investment Strategies
North Carolina
$2.39K +$2.25K +55 New
GRP
219
Global Retirement Partners
California
$1.7K
FFA
220
Farther Finance Advisors
California
$1.31K +$1.23K +30 New
Nisa Investment Advisors
221
Nisa Investment Advisors
Missouri
$1.22K +$328 +8 +40%
Carson Wealth (CWM LLC)
222
Carson Wealth (CWM LLC)
Nebraska
$1K
JWA
223
JFS Wealth Advisors
Pennsylvania
$88 +$82 +2 New
AF
224
Advisornet Financial
Minnesota
$44 +$41 +1 New
DSCM
225
Divisadero Street Capital Management
Florida
-$5.67M -155,000 Closed

ROAD Hedge Fund Activity: Q4 2023 in Review

225 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Construction Partners (ROAD) for Q4 2023, worth a combined $1.91B — up 24% from $1.54B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new ROAD positions and 13 closed out — a net gain of 48 holders — while 65 added to existing stakes and 74 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $43.6M. The largest seller was Wasatch Advisors, cutting an estimated $51.4M.

  • 225 institutional investors held Construction Partners (ROAD) as of Q4 2023, up from 179 in Q3 2023.
  • Funds reported $1.91B of Construction Partners stock for Q4 2023, up 24% quarter-over-quarter.
  • 61 funds opened new Construction Partners positions in Q4 2023 and 13 closed out, a net change of +48 holders.
  • The largest Construction Partners buyer in Q4 2023 was Morgan Stanley, an estimated $43.6M added.
  • The largest Construction Partners seller in Q4 2023 was Wasatch Advisors, an estimated $51.4M sold.

Based on aggregated 13F filings for Q4 2023.