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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
TCOV
326
Trust Company of Vermont
Vermont
$6.17K
BWL
327
Bogart Wealth LLC
Virginia
$6.01K
CAL
328
Capital Advisors Ltd
Ohio
$6K
BTI
329
Blue Trust Inc
Georgia
$6K +$1.02K +7 +23%
UB
330
UMB Bank
Missouri
$5.04K -$1.17K -8 -21%
MPWT
331
MassMutual Private Wealth & Trust
Connecticut
$4.39K +$583 +4 +17%
FFA
332
Farther Finance Advisors
California
$4.06K +$2.62K +18 +257%
IHWM
333
Iron Horse Wealth Management
Iowa
$3.9K
Jones Financial Companies
334
Jones Financial Companies
Missouri
$3.74K +$3.35K +23 New
JWA
335
JFS Wealth Advisors
Pennsylvania
$3.58K -$437 -3 -12%
AF
336
Arrow Financial
New York
$3.41K +$3.06K +21 New
CIA
337
Cape Investment Advisory
Georgia
$3.41K +$3.06K +21 New
CFGS
338
Concourse Financial Group Securities
Alabama
$3.41K
AF
339
Allworth Financial
California
$2.92K -$4.37K -30 -63%
MCM
340
Manchester Capital Management
Vermont
$2.6K
FG
341
Fairman Group
Pennsylvania
$2.44K +$2.19K +15 New
LTI
342
Laffer Tengler Investments
Tennessee
$2.44K +$2.19K +15 New
GRP
343
Global Retirement Partners
California
$2.17K +$1.9K +13 +1,300%
GA
344
GoalVest Advisory
New York
$1.95K -$13.6K -93 -89%
TCWA
345
Turtle Creek Wealth Advisors
Texas
$1.95K +$1.75K +12 New
NIG
346
NFJ Investment Group
Texas
$1.79K
FHA
347
First Horizon Advisors
Tennessee
$1.63K
CAS
348
Coppell Advisory Solutions
Texas
$1.63K +$1.46K +10 New
AF
349
Advisornet Financial
Minnesota
$1.3K -$292 -2 -20%
SIC
350
SJS Investment Consulting
Ohio
$1.14K -$146 -1 -13%