We are live on ! Find out more
STRL icon

Sterling Infrastructure

294 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.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $12.8M | Put options by funds: $6.48M

90% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 29

27% more capital invested

Capital invested by funds: $1.79B → $2.27B (+$481M)

10% more funds holding

Funds holding: 268294 (+26)

4.7% more ownership

Funds ownership: 79.02%83.72% (+4.7%)

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

21% less repeat investments, than reductions

Existing positions increased: 92 | Existing positions reduced: 116

Holders
294
Holders Change
+26
Holders Change %
+9.7%
% of All Funds
4.29%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EWP
201
Elevation Wealth Partners
California
$385K +$379K +5,245 New
PSP
202
Principal Street Partners
Tennessee
$370K +$52.9K +732 +21%
AA
203
ALPS Advisors
Colorado
$363K -$17K -235 -5%
AWS
204
Atria Wealth Solutions
New York
$359K -$19.9K -275 -6%
AB
205
Amalgamated Bank
New York
$358K -$20.7K -287 -7%
LSV Asset Management
206
LSV Asset Management
Illinois
$352K
QC
207
Quent Capital
New York
$352K
RFA
208
Register Financial Advisors
Georgia
$343K -$318K -4,400 -53%
Pictet Asset Management
209
Pictet Asset Management
Switzerland
$332K
GIA
210
Gladstone Institutional Advisory
Florida
$331K +$272K +3,768 New
NC
211
NinePointTwo Capital
California
$322K
NRG
212
Nemes Rush Group
Michigan
$308K
KAS
213
Kestra Advisory Services
Texas
$300K +$246K +3,408 New
Mackenzie Financial
214
Mackenzie Financial
Ontario, Canada
$294K +$242K +3,343 New
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$288K -$177K -2,455 -43%
ACM
216
Aquatic Capital Management
Illinois
$281K -$398K -5,500 -63%
SAM
217
Sawgrass Asset Management
Florida
$276K -$3.11K -43 -1%
Acadian Asset Management
218
Acadian Asset Management
Massachusetts
$275K
DWM
219
Dakota Wealth Management
Florida
$273K -$33.6K -465 -13%
AIP
220
Ameritas Investment Partners
Nebraska
$273K +$9.04K +125 +4%
FPCP
221
Fort Point Capital Partners
California
$264K +$217K +3,000 New
GKWIM
222
Gerber Kawasaki Wealth & Investment Management
California
$264K +$217K +3,000 New
B
223
Bailard
California
$255K -$398K -5,500 -65%
AAS
224
Avantax Advisory Services
Texas
$255K +$210K +2,899 New
Canada Life
225
Canada Life
Manitoba, Canada
$251K