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Sterling Infrastructure

128 hedge funds and large institutions have $211M invested in Sterling Infrastructure in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 43 increasing their positions, 48 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

972% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $120K

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

0.88% less ownership

Funds ownership: 80.64%79.76% (-0.88%)

9% less funds holding

Funds holding: 141128 (-13)

10% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 48

33% less capital invested

Capital invested by funds: $315M → $211M (-$104M)

41% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 27

Holders
128
Holders Change
-13
Holders Change %
-9.22%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
16
Increased
43
Reduced
48
Closed
27
Calls
$1.29M
Puts
$120K
Net Calls
+$1.17M
Net Calls Change
-$1.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Renaissance Technologies
1
Renaissance Technologies
New York
$19.8M -$266K -20,900 -1%
BlackRock
2
BlackRock
New York
$18.5M +$408K +32,010 +2%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$14.6M -$580K -45,553 -3%
Wellington Management Group
4
Wellington Management Group
Massachusetts
$14.4M +$1.25M +98,011 +7%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.4M +$99.8K +7,836 +0.6%
SBH
6
Segall Bryant & Hamill
Illinois
$6.51M +$2.16M +169,773 +33%
MPAM
7
Monarch Partners Asset Management
Massachusetts
$5.84M +$3.33M +261,702 +74%
JP Morgan Chase
8
JP Morgan Chase
New York
$5.35M +$1.12M +87,909 +19%
DGHMC
9
Dalton, Greiner, Hartman, Maher & Co
New York
$5.29M +$119K +9,377 +2%
State Street
10
State Street
Massachusetts
$5.08M +$278K +21,804 +4%
BF
11
BOK Financial
Oklahoma
$4.83M +$140 +11 +0%
RA
12
Royce & Associates
New York
$4.62M +$30.1K +2,366 +0.5%
TCM
13
Tygh Capital Management
Oregon
$4.53M -$1.35M -106,230 -18%
KCM
14
Kennedy Capital Management
Missouri
$4.38M +$449K +35,238 +8%
PFC
15
Phocas Financial Corp
California
$3.96M +$2.09M +164,205 +65%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$3.65M +$434K +34,099 +10%
PRCP
17
Pacific Ridge Capital Partners
Oregon
$3.46M +$182K +14,295 +4%
EIM
18
Essex Investment Management
Massachusetts
$3.1M -$364K -28,621 -8%
Northern Trust
19
Northern Trust
Illinois
$3.06M +$73.8K +5,794 +2%
SCM
20
Signia Capital Management
Washington
$3.02M -$1.3M -102,365 -24%
FP
21
Foundry Partners
Minnesota
$2.98M +$739K +58,070 +23%
AL
22
AJO LP
Pennsylvania
$2.58M -$2.19M -172,078 -39%
WC
23
Walthausen & Co
New York
$2.54M +$501K +39,330 +17%
Hotchkis & Wiley Capital Management
24
Hotchkis & Wiley Capital Management
California
$2.4M +$101K +7,900 +3%
Ameriprise
25
Ameriprise
Minnesota
$2.38M +$635K +49,848 +25%

STRL Hedge Fund Activity: Q1 2020 in Review

128 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Sterling Infrastructure (STRL) for Q1 2020, worth a combined $211M — down 33% from $315M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of STRL and 16 opened new positions — a net loss of 11 holders — while 48 trimmed existing stakes and 43 added.

The largest buyer was Monarch Partners Asset Management, adding an estimated $3.33M. The largest seller was THB Asset Management, cutting an estimated $2.5M.

  • 128 institutional investors held Sterling Infrastructure (STRL) as of Q1 2020, down from 141 in Q4 2019.
  • Funds reported $211M of Sterling Infrastructure stock for Q1 2020, down 33% quarter-over-quarter.
  • 16 funds opened new Sterling Infrastructure positions in Q1 2020 and 27 closed out, a net change of -11 holders.
  • The largest Sterling Infrastructure buyer in Q1 2020 was Monarch Partners Asset Management, an estimated $3.33M added.
  • The largest Sterling Infrastructure seller in Q1 2020 was THB Asset Management, an estimated $2.5M sold.

Based on aggregated 13F filings for Q1 2020.