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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
BRWA
301
B. Riley Wealth Advisors
Florida
$454K -$723 -3 -0.2%
SIM
302
Sentry Investment Management
Wisconsin
$446K +$273K +1,132 +146%
PCM
303
Prelude Capital Management
New York
$443K +$456K +1,894 New
IMRF
304
Illinois Municipal Retirement Fund
Illinois
$438K
AS
305
Altshuler Shaham
Israel
$414K
LA
306
LBP AM
France
$414K -$64.3K -267 -13%
CTA
307
Chesley Taft & Associates
Illinois
$412K -$10.8K -45 -2%
SQA
308
Simon Quick Advisors
New Jersey
$405K +$199K +825 +91%
Prudential Financial
309
Prudential Financial
New Jersey
$404K -$60.2K -250 -12%
EOJOAM
310
E. Ohman J:or Asset Management
Sweden
$397K
WFG
311
Wills Financial Group
Virginia
$388K +$401K +1,662 New
BPC
312
Banque Pictet & Cie
Switzerland
$377K -$176K -730 -31%
BHPW
313
Beverly Hills Private Wealth
California
$371K +$34.2K +142 +10%
FSA
314
Fort Sheridan Advisors
Illinois
$369K +$50.6K +210 +15%
Nisa Investment Advisors
315
Nisa Investment Advisors
Missouri
$367K +$113K +470 +43%
RC
316
Roundview Capital
New Jersey
$365K +$5.06K +21 +1%
DIA
317
Dana Investment Advisors
Wisconsin
$362K -$6.22M -25,827 -94%
BAMF
318
BI Asset Management Fondsmaeglerselskab
Denmark
$361K -$2.41K -10 -0.6%
ARMT
319
Amica Retiree Medical Trust
Rhode Island
$359K
MPPW
320
Mitchell & Pahl Private Wealth
Oklahoma
$357K +$11.8K +49 +3%
PP
321
Prudential plc
United Kingdom
$355K
MGP
322
Metis Global Partners
California
$354K +$1.21K +5 +0.3%
CG
323
Corundum Group
Colorado
$351K
HKAM
324
Horizon Kinetics Asset Management
New York
$347K -$12K -50 -3%
BFEC
325
Benjamin F. Edwards & Company
Missouri
$347K -$7.23K -30 -2%

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.