We are live on ! Find out more
MTN icon

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
ESCM
276
Echo Street Capital Management
New York
$599K +$113K +470 +22%
BFG
277
Bleakley Financial Group
New Jersey
$597K -$12K -50 -2%
CWM
278
Congress Wealth Management
Massachusetts
$597K -$205K -850 -25%
NL
279
NKCFO LLC
Illinois
$584K +$602K +2,500 New
KeyBank National Association
280
KeyBank National Association
Ohio
$573K +$63.1K +262 +12%
SF
281
Synovus Financial
Georgia
$571K -$157K -650 -21%
HI
282
Horizon Investments
North Carolina
$566K -$51.1K -212 -8%
AAM
283
Advisors Asset Management
Colorado
$555K -$104K -430 -15%
MIM
284
MetLife Investment Management
New Jersey
$549K +$1.45K +6 +0.3%
CS
285
Candriam SCA
Luxembourg
$540K -$107K -444 -15%
CAM
286
Congress Asset Management
Massachusetts
$540K -$205K -851 -27%
V
287
Veritable
Delaware
$536K +$1.45K +6 +0.3%
PIM
288
Provident Investment Management
Michigan
$521K +$248K +1,028 +86%
AWA
289
Arkadios Wealth Advisors
Georgia
$520K +$87.7K +364 +20%
SRWM
290
Shira Ridge Wealth Management
California
$518K -$12.5K -52 -2%
Creative Planning
291
Creative Planning
Kansas
$503K -$144K -599 -22%
GLA
292
Great Lakes Advisors
Illinois
$492K +$75.2K +312 +17%
Northwestern Mutual Wealth Management
293
Northwestern Mutual Wealth Management
Wisconsin
$485K -$11.8K -49 -2%
BTWM
294
Baker Tilly Wealth Management
Wisconsin
$483K -$43.9K -182 -8%
Assenagon Asset Management
295
Assenagon Asset Management
Luxembourg
$479K -$183K -761 -27%
WA
296
Wambolt & Associates
Colorado
$474K -$7.23K -30 -1%
AIM
297
Achmea Investment Management
Netherlands
$472K
DAS
298
Dynamic Advisor Solutions
Arizona
$472K +$487K +2,020 New
PFO
299
Pathstone Family Office
New Jersey
$469K -$577K -2,393 -55%
SCM
300
Shapiro Capital Management
Georgia
$467K

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.