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2 clusters · 2 sources · 9 days · First seen · Last updated

Categories: BUSINESS

US institutional investors adjust holdings

Entities: UBS Asset Management Americas LLC · AQR Capital Management LLC · Principal Financial Group Inc. · Construction Partners, Inc. · Dimensional Fund Advisors LP

Overview

In late July, filings showed several large investors expanding their positions in Belden Inc. and Bandwidth Inc., with Principal Financial Group and others raising stakes and institutional ownership reaching roughly 99% of Belden and 68% of Bandwidth. A week later, a similar pattern of portfolio rebalancing was reported for Construction Partners, Inc. Principal Financial Group trimmed its holding, while Dimensional Fund Advisors and other firms added shares, leaving institutional ownership at about 95%. Across both periods, hedge funds and asset managers continued to fine‑tune their U.S. equity portfolios, alternating between increases and reductions depending on the company, but maintaining dominant control of the stocks involved.

Timeline

  1. 5 days ago

    [BUSINESS] 2 sources
    Construction Partners Inc. reports major institutional stake adjustments

    Institutional investors reshuffled holdings in Construction Partners, with Principal Financial cutting its stake and Dimensional Fund Advisors adding over 58,000 shares, alongside moves by AQR, UBS and others.

  2. 13 days ago

    [BUSINESS] 2 sources
    Institutional Investors Boost Stakes in Belden and Bandwidth

    Principal Financial Group and other funds raised stakes in Belden, while Walleye Capital and several investors added to Bandwidth, raising institutional ownership to 98.75% and 68.5% respectively.

Sources

mommygearest.com · stocknews.com