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Vail Resorts

484 hedge funds and large institutions have $9.12B invested in Vail Resorts in 2023 Q1 according to their latest regulatory filings, with 53 funds opening new positions, 165 increasing their positions, 175 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

4% less capital invested

Capital invested by funds: $9.47B → $9.12B (-$348M)

6% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 175

7% less call options, than puts

Call options by funds: $65.6M | Put options by funds: $70.6M

1.67% less ownership

Funds ownership: 98.84%97.17% (-1.7%)

5% less funds holding

Funds holding: 512484 (-28)

23% less first-time investments, than exits

New positions opened: 53 | Existing positions closed: 69

Holders
484
Holders Change
-28
Holders Change %
-5.47%
% of All Funds
7.71%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
53
Increased
165
Reduced
175
Closed
69
Calls
$65.6M
Puts
$70.6M
Net Calls
-$5.06M
Net Calls Change
+$36.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BF
251
BOK Financial
Oklahoma
$748K -$1.54M -6,382 -67%
COI
252
Connable Office Inc
Michigan
$736K
Vontobel Holding
253
Vontobel Holding
Switzerland
$730K +$131K +545 +21%
OTPPB
254
Ontario Teachers' Pension Plan Board
Ontario, Canada
$721K
Impax Asset Management Group
255
Impax Asset Management Group
United Kingdom
$718K +$269K +1,117 +57%
PAM
256
Panagora Asset Management
Massachusetts
$716K -$16.1K -67 -2%
MSRPS
257
Maryland State Retirement & Pension System
Maryland
$714K
QCM
258
Quantinno Capital Management
New York
$705K +$36.4K +151 +5%
HT
259
Heritage Trust
Oklahoma
$705K +$2.41K +10 +0.3%
TCM
260
Teza Capital Management
Illinois
$702K +$724K +3,004 New
SMDAM
261
Sumitomo Mitsui DS Asset Management
Japan
$698K
M&T Bank
262
M&T Bank
New York
$694K -$288K -1,194 -29%
I
263
InceptionR
California
$677K +$473K +1,964 +211%
Rockefeller Capital Management
264
Rockefeller Capital Management
New York
$664K -$62.9K -261 -8%
GAA
265
Green Alpha Advisors
Colorado
$661K -$4.34K -18 -0.6%
GCM
266
Graham Capital Management
Connecticut
$658K +$679K +2,817 New
WWM
267
Western Wealth Management
Colorado
$654K -$6.51K -27 -1%
KBC Group
268
KBC Group
Belgium
$643K
HFS
269
Hantz Financial Services
Michigan
$631K +$28.4K +118 +5%
SAM
270
Shell Asset Management
Netherlands
$630K
US Bancorp
271
US Bancorp
Minnesota
$625K -$72.1K -299 -10%
KCM
272
Kennedy Capital Management
Missouri
$624K
Mariner
273
Mariner
Kansas
$610K -$68.7K -285 -10%
FCM
274
Fairbanks Capital Management
California
$604K +$32.8K +136 +6%
SS
275
Simplicity Solutions
Minnesota
$604K +$26K +108 +4%

MTN Hedge Fund Activity: Q1 2023 in Review

484 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q1 2023, worth a combined $9.12B — down 3.7% from $9.47B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of MTN and 53 opened new positions — a net loss of 16 holders — while 175 trimmed existing stakes and 165 added.

The largest buyer was Select Equity Group, adding an estimated $133M. The largest seller was Fred Alger Management, cutting an estimated $101M.

  • 484 institutional investors held Vail Resorts (MTN) as of Q1 2023, down from 512 in Q4 2022.
  • Funds reported $9.12B of Vail Resorts stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 53 funds opened new Vail Resorts positions in Q1 2023 and 69 closed out, a net change of -16 holders.
  • The largest Vail Resorts buyer in Q1 2023 was Select Equity Group, an estimated $133M added.
  • The largest Vail Resorts seller in Q1 2023 was Fred Alger Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2023.