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SiteOne Landscape Supply

356 hedge funds and large institutions have $7.62B invested in SiteOne Landscape Supply in 2023 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 121

0.79% less ownership

Funds ownership: 104.64%103.85% (-0.79%)

1% less capital invested

Capital invested by funds: $7.71B → $7.62B (-$94.3M)

9% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 58

3% less funds holding

Funds holding: 367356 (-11)

57% less funds holding in top 10

Funds holding in top 10: 73 (-4)

96% less call options, than puts

Call options by funds: $2.34M | Put options by funds: $66.6M

Holders
356
Holders Change
-11
Holders Change %
-3%
% of All Funds
5.19%
Holding in Top 10
3
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-57.14%
% of All Funds
0.04%
New
53
Increased
134
Reduced
121
Closed
58
Calls
$2.34M
Puts
$66.6M
Net Calls
-$64.2M
Net Calls Change
-$63.8M
Name Holding Trade Value Shares
Change
Change in
Stake
LC
301
Lindbrook Capital
California
$30.1K +$5.39K +37 +25%
AssetMark Inc
302
AssetMark Inc
California
$29.3K
LA
303
LM Advisors
California
$22.5K +$20.1K +138 New
VWM
304
Venturi Wealth Management
Texas
$20.3K -$4.81K -33 -21%
SPIA
305
Steward Partners Investment Advisory
New York
$19.2K +$17.2K +118 New
BCWM
306
Bartlett & Co Wealth Management
Ohio
$18K
BC
307
Bartlett & Co
Ohio
$18K
Nomura Asset Management
308
Nomura Asset Management
Japan
$17.9K
WT
309
Whittier Trust
California
$14.6K -$4.81K -33 -27%
QCG
310
Quadrant Capital Group
Ohio
$13.2K +$4.96K +34 +72%
NRG
311
Nemes Rush Group
Michigan
$12.7K
CFO
312
CVA Family Office
Colorado
$11.9K +$10.6K +73 New
CI Investments Inc
313
CI Investments Inc
Ontario, Canada
$11K
VAG
314
VisionPoint Advisory Group
Texas
$10.7K +$9.62K +66 New
BIA
315
Bell Investment Advisors
California
$9.75K
PB
316
Pinnacle Bancorp
Nebraska
$9.1K
BGAI
317
Bruce G. Allen Investments
Colorado
$8.61K +$7.73K +53 New
APW
318
Acima Private Wealth
Virginia
$8.45K
PTC
319
Private Trust Company
Ohio
$8.29K
HI
320
Harbour Investments
Wisconsin
$7.31K
SWM
321
Spire Wealth Management
Virginia
$7.18K
BFEC
322
Benjamin F. Edwards & Company
Missouri
$7K +$6.12K +42 New
IFAM
323
Institutional & Family Asset Management
Colorado
$6.99K
OC
324
Oakworth Capital
Alabama
$6.83K
PFBT
325
Parkside Financial Bank & Trust
Missouri
$6.34K +$292 +2 +5%