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Sterling Infrastructure

445 hedge funds and large institutions have $5.52B invested in Sterling Infrastructure in 2024 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 156 increasing their positions, 152 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 40

44% more capital invested

Capital invested by funds: $3.84B → $5.52B (+$1.68B)

10% more funds holding

Funds holding: 403445 (+42)

3% more repeat investments, than reductions

Existing positions increased: 156 | Existing positions reduced: 152

0.05% less ownership

Funds ownership: 86.65%86.6% (-0.05%)

1% less call options, than puts

Call options by funds: $23M | Put options by funds: $23.2M

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
445
Holders Change
+42
Holders Change %
+10.42%
% 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
87
Increased
156
Reduced
152
Closed
40
Calls
$23M
Puts
$23.2M
Net Calls
-$212K
Net Calls Change
-$9.23M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$1.04B +$1.07M +6,178 New
BlackRock
2
BlackRock
New York
$529M +$41.7M +241,666 +8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$425M +$101M +581,847 +30%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$244M -$52.7M -305,024 -17%
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$235M -$5.9M -34,129 -2%
Renaissance Technologies
6
Renaissance Technologies
New York
$147M -$777K -4,500 -0.5%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$134M -$24.6M -142,408 -15%
Invesco
8
Invesco
Georgia
$128M +$24M +139,081 +22%
State Street
9
State Street
Massachusetts
$122M +$1.9M +11,004 +2%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$120M -$1.11M -6,418 -0.9%
Allspring Global Investments
11
Allspring Global Investments
North Carolina
$112M +$8.47M +49,008 +8%
Capital Research Global Investors
12
Capital Research Global Investors
California
$96.9M +$43.7M +252,934 +79%
CAM
13
Congress Asset Management
Massachusetts
$84.2M -$25.6M -147,981 -23%
DCM
14
Driehaus Capital Management
Illinois
$68.8M -$13.5M -78,272 -16%
Loomis, Sayles & Company
15
Loomis, Sayles & Company
Massachusetts
$62.4M -$1.86M -10,787 -3%
GKIM
16
GW&K Investment Management
Massachusetts
$61.2M +$2.08M +12,064 +3%
First Trust Advisors
17
First Trust Advisors
Illinois
$60M +$26.2M +151,642 +74%
Goldman Sachs
18
Goldman Sachs
New York
$58.9M -$3.44M -19,900 -5%
Northern Trust
19
Northern Trust
Illinois
$57.4M +$2.76M +15,961 +5%
Principal Financial Group
20
Principal Financial Group
Iowa
$56.9M -$3.04M -17,614 -5%
Mirae Asset Global ETFs Holdings
21
Mirae Asset Global ETFs Holdings
Hong Kong
$56.5M +$3.07M +17,768 +6%
Charles Schwab
22
Charles Schwab
California
$55.7M -$2.13M -12,348 -4%
Ameriprise
23
Ameriprise
Minnesota
$52.6M +$9.59M +55,545 +22%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$51.3M -$10M -58,022 -16%
American Century Companies
25
American Century Companies
Missouri
$49.1M +$662K +3,831 +1%