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Vail Resorts
MTN

Overview Fund Activity

483 hedge funds and large institutions have $9.24B invested in Vail Resorts in 2023 Q2 according to their latest regulatory filings, with 59 funds opening new positions, 161 increasing their positions, 173 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
483
Holders Change
+1
Holders Change %
+0.21%
% of All Funds
7.62%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.14%
New
59
Increased
161
Reduced
173
Closed
57
Calls
$46.9M
Puts
$49.5M
Net Calls
-$2.57M
Net Calls Change
+$2.49M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$85.5M
2
Morgan Stanley
Morgan Stanley
New York
$81.8M
3
ZIM
Zacks Investment Management
Illinois
$32.1M
4
SFA
Sequoia Financial Advisors
Ohio
$28.1M
5
GKIM
GW&K Investment Management
Massachusetts
$63M

Top Sellers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$28.2M
2
Amundi
Amundi
France
$26.8M
3
AM
Atreides Management
Massachusetts
$0
4
BlackRock
BlackRock
New York
$732M
5
Lazard Asset Management
Lazard Asset Management
New York
$180M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
276
Cetera Investment Advisers
Illinois
$591K +$591K +2,348 New
Creative Planning
277
Creative Planning
Kansas
$585K +$43K +171 +8%
TC
278
TownSquare Capital
Utah
$580K +$222K +880 +62%
EH
279
Equitable Holdings
New York
$570K +$570K +2,264 New
AGA
280
Accuvest Global Advisors
Utah
$569K +$569K +2,260 New
SF
281
Synovus Financial
Georgia
$566K -$49.1K -195 -8%
SRWM
282
Shira Ridge Wealth Management
California
$557K -$1.26K -5 -0.2%
AWA
283
Arkadios Wealth Advisors
Georgia
$539K -$20.4K -81 -4%
Northwestern Mutual Wealth Management
284
Northwestern Mutual Wealth Management
Wisconsin
$532K +$9.32K +37 +2%
EOJOAM
285
E. Ohman J:or Asset Management
Sweden
$529K +$101K +400 +24%
CAM
286
Cresset Asset Management
Illinois
$528K +$528K +2,078 New
BTWM
287
Baker Tilly Wealth Management
Wisconsin
$525K +$4.53K +18 +0.9%
V
288
Veritable
Delaware
$523K -$55.1K -219 -10%
E
289
Ergoteles
New York
$521K +$521K +2,069 New
DAS
290
Dynamic Advisor Solutions
Arizona
$517K +$8.81K +35 +2%
BRWA
291
B. Riley Wealth Advisors
Florida
$514K +$25.4K +100 +5%
AIM
292
Achmea Investment Management
Netherlands
$507K – – –
NL
293
NKCFO LLC
Illinois
$504K -$126K -500 -20%
SCM
294
Shapiro Capital Management
Georgia
$504K – – –
WA
295
Wambolt & Associates
Colorado
$495K -$16.4K -65 -3%
SIM
296
Sentry Investment Management
Wisconsin
$480K – – –
X
297
Xponance
Pennsylvania
$475K -$861K -3,419 -64%
CWM
298
Congress Wealth Management
Massachusetts
$474K -$169K -670 -26%
Assenagon Asset Management
299
Assenagon Asset Management
Luxembourg
$473K -$43.6K -173 -8%
IMRF
300
Illinois Municipal Retirement Fund
Illinois
$472K – – –
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12
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