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SiteOne Landscape Supply
SITE

343 hedge funds and large institutions have $7.82B invested in SiteOne Landscape Supply in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 82 increasing their positions, 146 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more call options, than puts

Call options by funds: $1.22M | Put options by funds: $736K

28% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 40

19% more capital invested

Capital invested by funds: $6.54B → $7.82B (+$1.27B)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

2% more funds holding

Funds holding: 335 → 343 (+8)

2.41% less ownership

Funds ownership: 106.27% → 103.86% (-2.4%)

44% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 146

Holders
343
Holders Change
+8
Holders Change %
+2.39%
% of All Funds
5.39%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.13%
New
51
Increased
82
Reduced
146
Closed
40
Calls
$1.22M
Puts
$736K
Net Calls
+$486K
Net Calls Change
+$157K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$64M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$57.4M
3
DCM
Driehaus Capital Management
Illinois
+$22.9M
4
NCM
Nine27 Capital Management
New York
+$14.8M
5
ClearBridge Investments
ClearBridge Investments
New York
+$14.3M

Top Sellers

1
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$108M
2
Ameriprise
Ameriprise
Minnesota
-$55.6M
3
JSP
Jackson Square Partners
California
-$32.8M
4
Wells Fargo
Wells Fargo
California
-$20.9M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$18.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
AO
176
Advisor OS
Illinois
$877K -$243K -1,646 -24%
IA
177
Insight Advisors
Pennsylvania
$855K – – –
Victory Capital Management
178
Victory Capital Management
Texas
$810K -$16.7K -113 -2%
US Bancorp
179
US Bancorp
Minnesota
$809K -$237K -1,604 -25%
Teacher Retirement System of Texas
180
Teacher Retirement System of Texas
Texas
$793K -$430K -2,912 -38%
MML Investors Services
181
MML Investors Services
Massachusetts
$775K -$129K -871 -16%
AAM
182
Aureus Asset Management
Massachusetts
$732K -$55.2K -374 -8%
DTL
183
Dynamic Technology Lab
Singapore
$726K +$640K +4,340 New
PA
184
Paragon Advisors
Texas
$713K -$588K -3,987 -48%
SSA
185
Schonfeld Strategic Advisors
New York
$699K +$616K +4,174 New
FC
186
FORA Capital
Florida
$693K -$147K -995 -19%
SPC
187
Sigma Planning Corp
Michigan
$680K -$7.67K -52 -1%
LA
188
LVW Advisors
New York
$663K -$186K -1,262 -24%
Principal Financial Group
189
Principal Financial Group
Iowa
$662K -$96.1K -651 -14%
MCC
190
Malaga Cove Capital
California
$657K – – –
Fidelity International
191
Fidelity International
Bermuda
$653K +$575K +3,900 New
GC
192
Giverny Capital
Quebec, Canada
$643K +$13.3K +90 +2%
Mariner
193
Mariner
Kansas
$633K -$38.8K -263 -6%
DC
194
Diametric Capital
Massachusetts
$621K +$293K +1,985 +115%
EP
195
Edgestream Partners
New Jersey
$620K -$775K -5,253 -59%
Fifth Third Bancorp
196
Fifth Third Bancorp
Ohio
$617K -$13.9K -94 -2%
VPIM
197
Vanguard Personalized Indexing Management
California
$600K +$15.3K +104 +3%
Prudential Financial
198
Prudential Financial
New Jersey
$594K -$22.4K -152 -3%
GT
199
Glenmede Trust
Pennsylvania
$593K – – –
LCM
200
LRT Capital Management
Texas
$592K -$910K -6,165 -63%
6 7
8
9 10

SITE Hedge Fund Activity: Q2 2023 in Review

343 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in SiteOne Landscape Supply (SITE) for Q2 2023, worth a combined $7.82B — up 19% from $6.54B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new SITE positions and 40 closed out — a net gain of 11 holders — while 82 added to existing stakes and 146 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $64M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $108M.

  • 343 institutional investors held SiteOne Landscape Supply (SITE) as of Q2 2023, up from 335 in Q1 2023.
  • Funds reported $7.82B of SiteOne Landscape Supply stock for Q2 2023, up 19% quarter-over-quarter.
  • 51 funds opened new SiteOne Landscape Supply positions in Q2 2023 and 40 closed out, a net change of +11 holders.
  • The largest SiteOne Landscape Supply buyer in Q2 2023 was T. Rowe Price Associates, an estimated $64M added.
  • The largest SiteOne Landscape Supply seller in Q2 2023 was Kayne Anderson Rudnick Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q2 2023.