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Sterling Infrastructure

354 hedge funds and large institutions have $3.15B invested in Sterling Infrastructure in 2024 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 127 increasing their positions, 117 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 43

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

12% more capital invested

Capital invested by funds: $2.81B → $3.15B (+$337M)

7% more funds holding

Funds holding: 331354 (+23)

2.97% more ownership

Funds ownership: 83.46%86.42% (+3%)

9% more repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 117

7% more call options, than puts

Call options by funds: $20.3M | Put options by funds: $19M

Holders
354
Holders Change
+23
Holders Change %
+6.95%
% of All Funds
5.11%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.1%
New
72
Increased
127
Reduced
117
Closed
43
Calls
$20.3M
Puts
$19M
Net Calls
+$1.34M
Net Calls Change
-$8.86M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
251
Ergawealth Advisors
Illinois
$260K
SWM
252
Spire Wealth Management
Virginia
$260K +$250K +2,195 New
Mackenzie Financial
253
Mackenzie Financial
Ontario, Canada
$255K
GSEP
254
Golden State Equity Partners
California
$254K +$245K +2,150 New
Envestnet Portfolio Solutions
255
Envestnet Portfolio Solutions
Illinois
$254K +$245K +2,147 New
Comerica Bank
256
Comerica Bank
Texas
$252K +$65.5K +574 +37%
DWM
257
Dakota Wealth Management
Florida
$249K -$78.3K -687 -25%
GHA
258
GW Henssler & Associates
Georgia
$249K -$1.25K -11 -0.5%
MAM
259
Meeder Asset Management
Ohio
$245K +$36.6K +321 +18%
PFPT
260
Pinnacle Financial Partners (Tennessee)
Tennessee
$241K
AAS
261
Avantax Advisory Services
Texas
$240K -$48.5K -425 -17%
DLA
262
Douglas Lane & Associates
New York
$240K
FPCP
263
Fort Point Capital Partners
California
$237K -$114K -1,000 -33%
JCM
264
Jag Capital Management
Missouri
$233K +$225K +1,971 New
X
265
Xponance
Pennsylvania
$227K +$10.6K +93 +5%
CIP
266
Cornerstone Investment Partners
Georgia
$226K -$17.7K -155 -8%
SPC
267
Spirepoint Private Client
Florida
$222K +$214K +1,876 New
NC
268
nVerses Capital
Florida
$213K +$57K +500 +38%
IFG
269
Independent Financial Group
California
$212K +$205K +1,794 New
BCA
270
Bay Colony Advisors
Massachusetts
$207K -$17.1K -150 -8%
PFP
271
Paragon Financial Partners
California
$207K +$200K +1,750 New
EH
272
Equitable Holdings
New York
$205K +$198K +1,736 New
WS
273
Wedbush Securities
California
$205K +$197K +1,731 New
C
274
Covestor
United Kingdom
$187K +$80.6K +707 +82%
WOC
275
West Oak Capital
California
$172K