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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
CCA
1
Conestoga Capital Advisors
Pennsylvania
$198M -$296K -7,225 -0.2%
Kayne Anderson Rudnick Investment Management
2
Kayne Anderson Rudnick Investment Management
California
$162M -$4.94M -120,417 -3%
BlackRock
3
BlackRock
New York
$159M +$15.8M +385,389 +12%
GCM
4
Geneva Capital Management
Wisconsin
$137M -$276K -6,723 -0.2%
Vanguard Group
5
Vanguard Group
Pennsylvania
$102M +$2.28M +55,752 +2%
Invesco
6
Invesco
Georgia
$59.8M -$34.9M -851,994 -38%
Morgan Stanley
7
Morgan Stanley
New York
$54.3M +$43.6M +1,063,791 +579%
Macquarie Group
8
Macquarie Group
Australia
$43.3M +$40.7M +994,191 New
Bank of America
9
Bank of America
North Carolina
$41.4M +$27.7M +676,394 +247%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$40.1M +$1.72M +41,866 +5%
State Street
11
State Street
Massachusetts
$39.4M +$1.57M +38,334 +4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$38.9M +$4.32M +105,346 +13%
American Century Companies
13
American Century Companies
Missouri
$29.6M -$26.1M -636,416 -48%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$27.6M -$160K -3,911 -0.6%
Natixis Advisors
15
Natixis Advisors
Massachusetts
$27.4M -$528K -12,881 -2%
WA
16
Wasatch Advisors
Utah
$25.5M -$51.4M -1,253,387 -68%
Mirae Asset Global Investments
17
Mirae Asset Global Investments
South Korea
$24.8M -$132K -3,221 -0.6%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$24.6M +$23.2M +565,725 New
Bank of New York Mellon
19
Bank of New York Mellon
New York
$23.4M -$2.28M -55,581 -9%
Jennison Associates
20
Jennison Associates
New York
$22.9M -$4.43M -108,106 -17%
First Trust Advisors
21
First Trust Advisors
Illinois
$22.4M +$2.63M +64,214 +14%
RJA
22
Raymond James & Associates
Florida
$22M -$5.28M -128,949 -20%
CI Investments Inc
23
CI Investments Inc
Ontario, Canada
$20.6M -$3.41M -83,200 -15%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$20.3M +$1.87M +45,671 +11%
SCA
25
Summit Creek Advisors
Minnesota
$19.7M -$1.58M -38,538 -8%

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.