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Construction Partners

290 hedge funds and large institutions have $4.11B invested in Construction Partners in 2024 Q4 according to their latest regulatory filings, with 62 funds opening new positions, 87 increasing their positions, 112 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

443% more call options, than puts

Call options by funds: $2.1M | Put options by funds: $388K

138% more first-time investments, than exits

New positions opened: 62 | Existing positions closed: 26

32% more capital invested

Capital invested by funds: $3.11B → $4.11B (+$1,000M)

12% more funds holding

Funds holding: 260290 (+30)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

2.8% less ownership

Funds ownership: 101.63%98.83% (-2.8%)

22% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 112

Holders
290
Holders Change
+30
Holders Change %
+11.54%
% of All Funds
3.82%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
62
Increased
87
Reduced
112
Closed
26
Calls
$2.1M
Puts
$388K
Net Calls
+$1.72M
Net Calls Change
+$678K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$316M +$9.57M +109,993 +3%
CCA
2
Conestoga Capital Advisors
Pennsylvania
$311M -$1.26M -14,480 -0.4%
Vanguard Group
3
Vanguard Group
Pennsylvania
$309M +$91.1M +1,046,617 +43%
Kayne Anderson Rudnick Investment Management
4
Kayne Anderson Rudnick Investment Management
California
$228M -$3.64M -41,878 -2%
GCM
5
Geneva Capital Management
Wisconsin
$217M -$63.2M -726,429 -23%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$206M +$49.2M +565,583 +32%
Macquarie Group
7
Macquarie Group
Australia
$133M +$1.68M +19,301 +1%
Invesco
8
Invesco
Georgia
$132M +$55.9M +642,987 +76%
WA
9
Wasatch Advisors
Utah
$126M -$28.5M -327,827 -19%
AllianceBernstein
10
AllianceBernstein
Tennessee
$113M -$30.1M -346,462 -21%
Bank of America
11
Bank of America
North Carolina
$99M +$2.5M +28,723 +3%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$93.6M +$2.64M +30,362 +3%
State Street
13
State Street
Massachusetts
$92.9M +$3.9M +44,848 +4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$84M -$4.51M -51,802 -5%
American Century Companies
15
American Century Companies
Missouri
$76.3M -$1.03M -11,834 -1%
First Trust Advisors
16
First Trust Advisors
Illinois
$74.3M +$22.6M +260,148 +45%
DCM
17
Driehaus Capital Management
Illinois
$66.5M -$7.03M -80,786 -10%
Loomis, Sayles & Company
18
Loomis, Sayles & Company
Massachusetts
$64.2M -$1.85M -21,219 -3%
Ameriprise
19
Ameriprise
Minnesota
$63.2M -$1.88M -21,592 -3%
ClearBridge Investments
20
ClearBridge Investments
New York
$62.2M +$1.33M +15,340 +2%
Allspring Global Investments
21
Allspring Global Investments
North Carolina
$54.1M +$35.5M +408,610 +197%
Mirae Asset Global ETFs Holdings
22
Mirae Asset Global ETFs Holdings
Hong Kong
$50.6M +$2.79M +32,062 +6%
Raymond James Financial
23
Raymond James Financial
Florida
$42.5M +$41.8M +480,753 New
Natixis Advisors
24
Natixis Advisors
Massachusetts
$41.6M -$591K -6,788 -1%
Charles Schwab
25
Charles Schwab
California
$41M +$852K +9,788 +2%

ROAD Hedge Fund Activity: Q4 2024 in Review

290 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Construction Partners (ROAD) for Q4 2024, worth a combined $4.11B — up 32% from $3.11B a quarter earlier.

Buyers outnumbered sellers: 62 funds opened new ROAD positions and 26 closed out — a net gain of 36 holders — while 87 added to existing stakes and 112 trimmed.

The largest buyer was Vanguard Group, adding an estimated $91.1M. The largest seller was Geneva Capital Management, cutting an estimated $63.2M.

  • 290 institutional investors held Construction Partners (ROAD) as of Q4 2024, up from 260 in Q3 2024.
  • Funds reported $4.11B of Construction Partners stock for Q4 2024, up 32% quarter-over-quarter.
  • 62 funds opened new Construction Partners positions in Q4 2024 and 26 closed out, a net change of +36 holders.
  • The largest Construction Partners buyer in Q4 2024 was Vanguard Group, an estimated $91.1M added.
  • The largest Construction Partners seller in Q4 2024 was Geneva Capital Management, an estimated $63.2M sold.

Based on aggregated 13F filings for Q4 2024.