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Sterling Infrastructure

445 hedge funds and large institutions have $5.52B invested in Sterling Infrastructure in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 156 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 40

44% more capital invested

Capital invested by funds: $3.84B → $5.52B (+$1.68B)

10% more funds holding

Funds holding: 403445 (+42)

3% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 152

0.05% less ownership

Funds ownership: 86.65%86.6% (-0.05%)

1% less call options, than puts

Call options by funds: $23M | Put options by funds: $23.2M

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
445
Holders Change
+42
Holders Change %
+10.42%
% 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
87
Increased
156
Reduced
152
Closed
40
Calls
$23M
Puts
$23.2M
Net Calls
-$212K
Net Calls Change
-$9.23M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
226
Great Valley Advisor Group
Delaware
$732K +$5.18K +30 +0.7%
Commonwealth Equity Services
227
Commonwealth Equity Services
Massachusetts
$713K +$169K +977 +30%
EWM
228
Empirical Wealth Management
Washington
$705K -$82.9K -480 -10%
IC
229
IEQ Capital
California
$704K +$722K +4,181 New
AFA
230
Abacus FCF Advisors
Florida
$695K +$713K +4,128 New
Carson Wealth (CWM LLC)
231
Carson Wealth (CWM LLC)
Nebraska
$690K +$231K +1,336 +48%
1WM
232
1858 Wealth Management
Ohio
$686K +$703K +4,072 New
OSAM
233
O'Shaughnessy Asset Management
Connecticut
$685K +$70.5K +408 +11%
OC
234
Oppenheimer & Co
New York
$682K -$505K -2,926 -42%
GIA
235
Gladstone Institutional Advisory
Florida
$680K -$345 -2 -0%
BF
236
BOK Financial
Oklahoma
$679K -$5.51M -31,884 -88%
GWM
237
Gibbs Wealth Management
Georgia
$668K -$155K -896 -18%
PWG
238
Portside Wealth Group
Utah
$658K -$126K -727 -16%
SCM
239
Sterling Capital Management
North Carolina
$658K -$173K -1,001 -20%
Mariner
240
Mariner
Kansas
$658K +$378K +2,191 +128%
EWP
241
Elevation Wealth Partners
California
$648K -$6.91K -40 -1%
State of Wisconsin Investment Board
242
State of Wisconsin Investment Board
Wisconsin
$625K -$25.7K -149 -4%
KPWS
243
Kestra Private Wealth Services
Texas
$614K +$629K +3,643 New
NA
244
NewEdge Advisors
Louisiana
$604K +$557K +3,224 +893%
Public Employees Retirement Association of Colorado
245
Public Employees Retirement Association of Colorado
Colorado
$602K -$23.8K -138 -4%
HT
246
Headlands Technologies
Illinois
$601K +$616K +3,569 New
HW
247
Hancock Whitney
Mississippi
$596K +$38.3K +222 +7%
NRG
248
Nemes Rush Group
Michigan
$590K
Wealth Enhancement Advisory Services
249
Wealth Enhancement Advisory Services
Minnesota
$584K +$78.9K +457 +15%
DIM
250
Delta Investment Management
California
$583K