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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 %
DADC
276
D.A. Davidson & Co
Montana
$389K -$13K -77 -3%
SI
277
Saxon Interests
Texas
$382K -$28.6K -170 -7%
Jones Financial Companies
278
Jones Financial Companies
Missouri
$375K +$188K +1,118 +101%
EA
279
Ergawealth Advisors
Illinois
$367K -$3.87K -23 -1%
X
280
Xponance
Pennsylvania
$361K +$22.1K +131 +7%
NW
281
Naviter Wealth
Arkansas
$360K +$360K +2,135 New
CCAL
282
City Center Advisors LLC
Michigan
$356K +$356K +2,115 New
BWM
283
Baron Wealth Management
Michigan
$354K – – –
GCM
284
GKV Capital Management
California
$354K +$354K +2,100 New
GSEP
285
Golden State Equity Partners
California
$350K +$350K +2,075 New
TCM
286
Triumph Capital Management
Colorado
$348K +$348K +2,067 New
PFP
287
Pinnacle Financial Partners
Tennessee
$344K – – –
Envestnet Portfolio Solutions
288
Envestnet Portfolio Solutions
Illinois
$343K -$36.7K -218 -10%
Focus Partners Wealth
289
Focus Partners Wealth
Massachusetts
$343K +$343K +2,034 New
BRG
290
Bay Rivers Group
Virginia
$341K +$341K +2,027 New
Lazard Asset Management
291
Lazard Asset Management
New York
$341K -$289K -1,720 -46%
MWPCG
292
Measured Wealth Private Client Group
New Hampshire
$338K +$101K +602 +43%
FPCP
293
Fort Point Capital Partners
California
$337K – – –
PNC Financial Services Group
294
PNC Financial Services Group
Pennsylvania
$334K +$23.1K +137 +7%
TPCW
295
TD Private Client Wealth
New York
$333K – – –
SW
296
SkyOak Wealth
Michigan
$329K +$329K +1,954 New
Mackenzie Financial
297
Mackenzie Financial
Ontario, Canada
$326K – – –
SPC
298
Spirepoint Private Client
Florida
$322K -$4.38K -26 -1%
BCI
299
Brinker Capital Investments
Pennsylvania
$322K +$81.5K +484 +34%
OPS
300
Orion Portfolio Solutions
Nebraska
$322K +$81.5K +484 +34%
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