SiteOne Landscape Supply
SITE
332 hedge funds and large institutions have $5.48B invested in SiteOne Landscape Supply in 2022 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 116 increasing their positions, 122 reducing their positions, and 44 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
18% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 44
13% more capital invested
Capital invested by funds: $4.85B → $5.48B (+$633M)
1% more funds holding
Funds holding: 330 → 332 (+2)
0.08% more ownership
Funds ownership: 103.5% → 103.58% (+0.08%)
5% less repeat investments, than reductions
Existing positions increased: 116 | Existing positions reduced: 122
14% less call options, than puts
Call options by funds: $727K | Put options by funds: $845K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$66M |
| 2 |
JSP
Jackson Square Partners
Larkspur,
California
|
+$46M |
| 3 |
DDC
DF Dent & Co
Baltimore,
Maryland
|
+$22.2M |
| 4 |
Handelsbanken Fonder
Stockholm,
Sweden
|
+$17.5M |
| 5 |
AI
Aperture Investors
New York
|
+$11.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAMS
Pictet Asset Management (Switzerland)
Geneva 73,
Switzerland
|
-$17.9M |
| 2 |
Baillie Gifford & Co
Edinburgh,
United Kingdom
|
-$16.7M |
| 3 |
BlackRock
New York
|
-$16.7M |
| 4 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$15.9M |
| 5 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$15.4M |
SITE Hedge Fund Activity: Q4 2022 in Review
332 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in SiteOne Landscape Supply (SITE) for Q4 2022, worth a combined $5.48B — up 13% from $4.85B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new SITE positions and 44 closed out — a net gain of 8 holders — while 116 added to existing stakes and 122 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $66M. The largest seller was Pictet Asset Management (Switzerland), cutting an estimated $17.9M.
- 332 institutional investors held SiteOne Landscape Supply (SITE) as of Q4 2022, up from 330 in Q3 2022.
- Funds reported $5.48B of SiteOne Landscape Supply stock for Q4 2022, up 13% quarter-over-quarter.
- 52 funds opened new SiteOne Landscape Supply positions in Q4 2022 and 44 closed out, a net change of +8 holders.
- The largest SiteOne Landscape Supply buyer in Q4 2022 was T. Rowe Price Associates, an estimated $66M added.
- The largest SiteOne Landscape Supply seller in Q4 2022 was Pictet Asset Management (Switzerland), an estimated $17.9M sold.
Based on aggregated 13F filings for Q4 2022.