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Sterling Infrastructure
STRL

Overview Fund Activity

293 hedge funds and large institutions have $2.27B invested in Sterling Infrastructure in 2023 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 92 increasing their positions, 116 reducing their positions, and 29 closing their positions.

Holders
293
Holders Change
+26
Holders Change %
+9.74%
% of All Funds
4.3%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.12%
New
55
Increased
92
Reduced
116
Closed
29
Calls
$12.8M
Puts
$6.48M
Net Calls
+$6.36M
Net Calls Change
-$6.92M

Top Buyers

1
Fuller & Thaler Asset Management
1
Fuller & Thaler Asset Management
California
$68.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$89.5M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$124M
4
HAI
4
Hennessy Advisors Inc
California
$32.2M
5
Loomis, Sayles & Company
5
Loomis, Sayles & Company
Massachusetts
$20.6M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$17.1M
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$6.51M
3
Prudential Financial
3
Prudential Financial
New Jersey
$10.3M
4
CSS
4
Cubist Systematic Strategies
Connecticut
$503K
5
GIPM
5
G2 Investment Partners Management
New York
$1.86M
Name Market Value Shares Shares
Change 		Shares
Change %
EWP
201
Elevation Wealth Partners
California
$385K 5,245 +5,245 New
PSP
202
Principal Street Partners
Tennessee
$370K 4,210 +732 +21%
AA
203
ALPS Advisors
Colorado
$363K 4,125 -235 -5%
AWS
204
Atria Wealth Solutions
New York
$359K 4,081 -275 -6%
AB
205
Amalgamated Bank
New York
$358K 4,073 -287 -7%
LSV Asset Management
206
LSV Asset Management
Illinois
$352K 4,000 – –
QC
207
Quent Capital
New York
$352K 4,000 – –
RFA
208
Register Financial Advisors
Georgia
$343K 3,900 -4,400 -53%
Pictet Asset Management
209
Pictet Asset Management
Switzerland
$332K 3,777 – –
GIA
210
Gladstone Institutional Advisory
Florida
$331K 3,768 +3,768 New
NC
211
NinePointTwo Capital
California
$322K 3,662 – –
NRG
212
Nemes Rush Group
Michigan
$308K 3,500 – –
KAS
213
Kestra Advisory Services
Texas
$300K 3,408 +3,408 New
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$294K 3,343 +3,343 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$288K 3,280 -2,455 -43%
ACM
216
Aquatic Capital Management
Illinois
$281K 3,200 -5,500 -63%
SAM
217
Sawgrass Asset Management
Florida
$276K 3,136 -43 -1%
Acadian Asset Management
218
Acadian Asset Management
Massachusetts
$275K 3,129 – –
DWM
219
Dakota Wealth Management
Florida
$273K 3,108 -465 -13%
AIP
220
Ameritas Investment Partners
Nebraska
$273K 3,102 +125 +4%
GKWIM
221
Gerber Kawasaki Wealth & Investment Management
California
$264K 3,000 +3,000 New
FPCP
222
Fort Point Capital Partners
California
$264K 3,000 +3,000 New
B
223
Bailard
California
$255K 2,900 -5,500 -65%
AAS
224
Avantax Advisory Services
Texas
$255K 2,899 +2,899 New
Canada Life
225
Canada Life
Manitoba, Canada
$251K 2,877 – –
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9
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