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Vail Resorts
MTN

388 hedge funds and large institutions have $5.8B invested in Vail Resorts in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 120 increasing their positions, 155 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% less ownership

Funds ownership: 98.85% → 97.58% (-1.3%)

10% less funds holding

Funds holding: 431 → 388 (-43)

14% less call options, than puts

Call options by funds: $53M | Put options by funds: $61.6M

23% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 155

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

39% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 102

39% less capital invested

Capital invested by funds: $9.54B → $5.8B (-$3.75B)

Holders
388
Holders Change
-43
Holders Change %
-9.98%
% of All Funds
8.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
62
Increased
120
Reduced
155
Closed
102
Calls
$53M
Puts
$61.6M
Net Calls
-$8.59M
Net Calls Change
-$21.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$235M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$157M
3
Select Equity Group
Select Equity Group
New York
+$152M
4
DCP
Durable Capital Partners
Maryland
+$127M
5
AI
Ariel Investments
Illinois
+$67.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$240M
3
Victory Capital Management
Victory Capital Management
Texas
-$104M
4
BlackRock
BlackRock
New York
-$68.6M
5
EIP
Epoch Investment Partners
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
351
Carroll Financial Associates
North Carolina
$6K +$215 +1 +3%
PA
352
Parallel Advisors
California
$5K -$4.52K -21 -38%
LF
353
Lee Financial
Texas
$5K -$3.23K -15 -30%
PFGIA
354
Patriot Financial Group Insurance Agency
Massachusetts
$5K – – –
MAM
355
Meeder Asset Management
Ohio
$5K +$7.32K +34 +1,133%
AIC
356
Ameritas Investment Company
Nebraska
$5K +$8.61K +40 New
SIAS
357
Shine Investment Advisory Services
Colorado
$4K -$6.03K -28 -53%
BWM
358
Baystate Wealth Management
Massachusetts
$4K – – –
HFM
359
Hartford Financial Management
Connecticut
$4K +$5.38K +25 New
AT
360
Arden Trust
Delaware
$4K +$5.6K +26 New
BL
361
Balentine LLC
Georgia
$4K +$6.03K +28 New
EWP
362
Engrave Wealth Partners
Texas
$3K -$7.32K -34 -60%
LC
363
Lindbrook Capital
California
$3K -$2.58K -12 -41%
FRA
364
Front Row Advisors
California
$3K -$1.29K -6 -29%
EARNEST Partners
365
EARNEST Partners
Georgia
$3K – – –
JCM
366
Jacobi Capital Management
Pennsylvania
$3K – – –
VCM
367
Versant Capital Management
Arizona
$3K +$2.58K +12 +133%
LWA
368
Lenox Wealth Advisors
New York
$3K +$4.09K +19 New
BCA
369
Berman Capital Advisors
Georgia
$2K -$3.66K -17 -50%
ETC
370
Exchange Traded Concepts
Oklahoma
$2K -$430 -2 -13%
ATC
371
Adirondack Trust Company
New York
$2K – – –
PMFA
372
Plante Moran Financial Advisors
Michigan
$2K – – –
ABC
373
Associated Banc-Corp
Wisconsin
$2K +$2.8K +13 New
ASN
374
Advisory Services Network
Georgia
$1K -$241K -1,120 -99%
QCG
375
Quadrant Capital Group
Ohio
$1K -$18.9K -88 -94%
13 14
15
16 17

MTN Hedge Fund Activity: Q1 2020 in Review

388 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q1 2020, worth a combined $5.8B — down 39% from $9.54B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of MTN and 62 opened new positions — a net loss of 40 holders — while 155 trimmed existing stakes and 120 added.

The largest buyer was Capital International Investors, adding an estimated $235M. The largest seller was T. Rowe Price Associates, cutting an estimated $317M.

  • 388 institutional investors held Vail Resorts (MTN) as of Q1 2020, down from 431 in Q4 2019.
  • Funds reported $5.8B of Vail Resorts stock for Q1 2020, down 39% quarter-over-quarter.
  • 62 funds opened new Vail Resorts positions in Q1 2020 and 102 closed out, a net change of -40 holders.
  • The largest Vail Resorts buyer in Q1 2020 was Capital International Investors, an estimated $235M added.
  • The largest Vail Resorts seller in Q1 2020 was T. Rowe Price Associates, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2020.