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Sterling Infrastructure
STRL

Overview Fund Activity

440 hedge funds and large institutions have $5.51B invested in Sterling Infrastructure in 2024 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 156 increasing their positions, 148 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
440
Holders Change
+41
Holders Change %
+10.28%
% of All Funds
5.86%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.11%
New
86
Increased
156
Reduced
148
Closed
40
Calls
$23M
Puts
$23.2M
Net Calls
-$212K
Net Calls Change
-$9.23M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.04B
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$425M
3
Capital Research Global Investors
3
Capital Research Global Investors
California
$96.9M
4
BlackRock
4
BlackRock
New York
$529M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$60M

Top Sellers

1
HAI
1
Hennessy Advisors Inc
California
$0
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$244M
3
Assenagon Asset Management
3
Assenagon Asset Management
Luxembourg
$6.54M
4
CAM
4
Congress Asset Management
Massachusetts
$84.2M
5
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$134M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
226
Commonwealth Equity Services
Massachusetts
$713K +$165K +977 +30%
EWM
227
Empirical Wealth Management
Washington
$705K -$80.9K -480 -10%
IC
228
IEQ Capital
California
$704K +$704K +4,181 New
AFA
229
Abacus FCF Advisors
Florida
$695K +$695K +4,128 New
Carson Wealth (CWM LLC)
230
Carson Wealth (CWM LLC)
Nebraska
$690K +$225K +1,336 +48%
1WM
231
1858 Wealth Management
Ohio
$686K +$686K +4,072 New
OSAM
232
O'Shaughnessy Asset Management
Connecticut
$685K +$68.7K +408 +11%
OC
233
Oppenheimer & Co
New York
$682K -$493K -2,926 -42%
GIA
234
Gladstone Institutional Advisory
Florida
$680K -$337 -2 -0%
BF
235
BOK Financial
Oklahoma
$679K -$5.21M -31,884 -88%
PWG
236
Portside Wealth Group
Utah
$658K -$122K -727 -16%
SCM
237
Sterling Capital Management
North Carolina
$658K -$169K -1,001 -20%
Mariner
238
Mariner
Kansas
$658K +$369K +2,191 +128%
EWP
239
Elevation Wealth Partners
California
$648K -$6.74K -40 -1%
State of Wisconsin Investment Board
240
State of Wisconsin Investment Board
Wisconsin
$625K -$25.1K -149 -4%
KPWS
241
Kestra Private Wealth Services
Texas
$614K +$614K +3,643 New
NA
242
NewEdge Advisors
Louisiana
$604K +$543K +3,224 +893%
Public Employees Retirement Association of Colorado
243
Public Employees Retirement Association of Colorado
Colorado
$602K -$23.3K -138 -4%
HT
244
Headlands Technologies
Illinois
$601K +$601K +3,569 New
HW
245
Hancock Whitney
Mississippi
$596K +$37.4K +222 +7%
NRG
246
Nemes Rush Group
Michigan
$590K – – –
Wealth Enhancement Advisory Services
247
Wealth Enhancement Advisory Services
Minnesota
$584K +$77K +457 +15%
DIM
248
Delta Investment Management
California
$583K – – –
EC
249
EntryPoint Capital
New York
$578K +$43K +255 +8%
Allianz Asset Management
250
Allianz Asset Management
Germany
$573K – – –
8 9
10
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