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Construction Partners

235 hedge funds and large institutions have $2.49B invested in Construction Partners in 2024 Q2 according to their latest regulatory filings, with 40 funds opening new positions, 67 increasing their positions, 100 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,286% more call options, than puts

Call options by funds: $668K | Put options by funds: $28K

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

5% more funds holding

Funds holding: 223235 (+12)

0.39% more ownership

Funds ownership: 102.51%102.89% (+0.39%)

1% less capital invested

Capital invested by funds: $2.51B → $2.49B (-$18.5M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

33% less repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 100

Holders
235
Holders Change
+12
Holders Change %
+5.38%
% of All Funds
3.39%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
40
Increased
67
Reduced
100
Closed
24
Calls
$668K
Puts
$28K
Net Calls
+$640K
Net Calls Change
-$11K
Name Holding Trade Value Shares
Change
Change in
Stake
NMM
201
Naples Money Management
Florida
$20.1K +$20.8K +375 New
OWA
202
Opal Wealth Advisors
New York
$17.7K +$17.8K +321 New
AFWM
203
Abich Financial Wealth Management
Virginia
$16.6K +$16.6K +300 New
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$15.6K
GWM
205
Geneos Wealth Management
Colorado
$13.8K
FFA
206
Farther Finance Advisors
California
$13K +$11.8K +213 +710%
GRP
207
Global Retirement Partners
California
$12.4K +$10.2K +184 +449%
NA
208
NewEdge Advisors
Louisiana
$11.9K
PFBT
209
Parkside Financial Bank & Trust
Missouri
$11.4K
IFAM
210
Institutional & Family Asset Management
Colorado
$10.1K -$2.71K -49 -21%
CAS
211
Coppell Advisory Solutions
Texas
$7.89K +$7.91K +143 New
S
212
SignatureFD
Georgia
$7.56K
BWL
213
Bogart Wealth LLC
Virginia
$6.68K
ATPW
214
Ashton Thomas Private Wealth
Arizona
$6.29K +$6.31K +114 New
PCWA
215
Pacific Capital Wealth Advisors
California
$6.02K
Nisa Investment Advisors
216
Nisa Investment Advisors
Missouri
$5.63K +$2.16K +39 +62%
HIM
217
Hillsdale Investment Management
Ontario, Canada
$5.52K -$2.21K -40 -29%
OLVIG
218
Oliver Lagore Vanvalin Investment Group
Michigan
$5.19K
BCMLT
219
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.91K
WIM
220
Westside Investment Management
California
$3.98K +$3.98K +72 New
PTC
221
Private Trust Company
Ohio
$3.87K
AAP
222
Arax Advisory Partners
Colorado
$3.31K -$1.11K -20 -25%
FWA
223
FSC Wealth Advisors
New York
$3.31K +$3.32K +60 New
PIS
224
POM Investment Strategies
North Carolina
$3.04K
Carson Wealth (CWM LLC)
225
Carson Wealth (CWM LLC)
Nebraska
$3K +$2.21K +40 +286%

ROAD Hedge Fund Activity: Q2 2024 in Review

235 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Construction Partners (ROAD) for Q2 2024, worth a combined $2.49B — down 0.74% from $2.51B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new ROAD positions and 24 closed out — a net gain of 16 holders — while 67 added to existing stakes and 100 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $47.7M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $52.9M.

  • 235 institutional investors held Construction Partners (ROAD) as of Q2 2024, up from 223 in Q1 2024.
  • Funds reported $2.49B of Construction Partners stock for Q2 2024, down 0.74% quarter-over-quarter.
  • 40 funds opened new Construction Partners positions in Q2 2024 and 24 closed out, a net change of +16 holders.
  • The largest Construction Partners buyer in Q2 2024 was AllianceBernstein, an estimated $47.7M added.
  • The largest Construction Partners seller in Q2 2024 was Kayne Anderson Rudnick Investment Management, an estimated $52.9M sold.

Based on aggregated 13F filings for Q2 2024.