SiteOne Landscape Supply
SITE
161 hedge funds and large institutions have $2.54B invested in SiteOne Landscape Supply in 2017 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 63 increasing their positions, 48 reducing their positions, and 14 closing their positions.
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
31% more repeat investments, than reductions
Existing positions increased: 63 | Existing positions reduced: 48
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
19% more capital invested
Capital invested by funds: $2.14B → $2.54B (+$400M)
11% more funds holding
Funds holding: 145 → 161 (+16)
6.54% more ownership
Funds ownership: 103.38% → 109.92% (+6.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
+$77.9M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$54.2M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.5M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$29M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$22.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CDR
Clayton Dubilier & Rice
New York
|
-$185M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$11.8M |
| 3 |
AC
Ascend Capital
Orinda,
California
|
-$10.7M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$10.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$8.6M |
SITE Hedge Fund Activity: Q3 2017 in Review
161 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in SiteOne Landscape Supply (SITE) for Q3 2017, worth a combined $2.54B — up 19% from $2.14B a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new SITE positions and 14 closed out — a net gain of 17 holders — while 63 added to existing stakes and 48 trimmed.
The largest buyer was Ontario Teachers' Pension Plan Board, adding an estimated $77.9M. The largest seller was Clayton Dubilier & Rice, cutting an estimated $185M.
- 161 institutional investors held SiteOne Landscape Supply (SITE) as of Q3 2017, up from 145 in Q2 2017.
- Funds reported $2.54B of SiteOne Landscape Supply stock for Q3 2017, up 19% quarter-over-quarter.
- 31 funds opened new SiteOne Landscape Supply positions in Q3 2017 and 14 closed out, a net change of +17 holders.
- The largest SiteOne Landscape Supply buyer in Q3 2017 was Ontario Teachers' Pension Plan Board, an estimated $77.9M added.
- The largest SiteOne Landscape Supply seller in Q3 2017 was Clayton Dubilier & Rice, an estimated $185M sold.
Based on aggregated 13F filings for Q3 2017.