SiteOne Landscape Supply
SITE
102 hedge funds and large institutions have $1.09B invested in SiteOne Landscape Supply in 2016 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 29 reducing their positions, and 16 closing their positions.
176% more capital invested
Capital invested by funds: $395M → $1.09B (+$694M)
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
47.16% more ownership
Funds ownership: 29.44% → 76.6% (+47%)
34% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 29
13% more funds holding
Funds holding: 90 → 102 (+12)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CDR
Clayton Dubilier & Rice
New York
|
+$672M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$29.6M |
| 3 |
CCA
Conestoga Capital Advisors
Wayne,
Pennsylvania
|
+$18.9M |
| 4 |
KI
Kalmar Investments
Greenville,
Delaware
|
+$17.6M |
| 5 |
WCA
Waratah Capital Advisors
Toronto,
Ontario, Canada
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$27.2M |
| 2 |
Jennison Associates
New York
|
-$19.5M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$18.1M |
| 4 |
BA
BlackRock Advisors
Wilmington,
Delaware
|
-$15.7M |
| 5 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$10.2M |
SITE Hedge Fund Activity: Q3 2016 in Review
102 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in SiteOne Landscape Supply (SITE) for Q3 2016, worth a combined $1.09B — up 176% from $395M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new SITE positions and 16 closed out — a net gain of 12 holders — while 39 added to existing stakes and 29 trimmed.
The largest buyer was Clayton Dubilier & Rice, opening a new position worth an estimated $672M. The largest seller was Lord, Abbett & Co, cutting an estimated $27.2M.
- 102 institutional investors held SiteOne Landscape Supply (SITE) as of Q3 2016, up from 90 in Q2 2016.
- Funds reported $1.09B of SiteOne Landscape Supply stock for Q3 2016, up 176% quarter-over-quarter.
- 28 funds opened new SiteOne Landscape Supply positions in Q3 2016 and 16 closed out, a net change of +12 holders.
- The largest SiteOne Landscape Supply buyer in Q3 2016 was Clayton Dubilier & Rice, an estimated $672M added.
- The largest SiteOne Landscape Supply seller in Q3 2016 was Lord, Abbett & Co, an estimated $27.2M sold.
Based on aggregated 13F filings for Q3 2016.