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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
AIM
376
Acropolis Investment Management
Missouri
$118K
AA
377
Ancora Advisors
Ohio
$111K
TWI
378
Thomas White International
Illinois
$106K
GRP
379
Global Retirement Partners
California
$98.9K +$40.2K +167 +67%
CA
380
Clearstead Advisors
Ohio
$96.6K
WT
381
Washington Trust
Rhode Island
$95.6K
AS
382
AM Squared
Hong Kong
$93.5K -$48.2K -200 -33%
S
383
SignatureFD
Georgia
$92.5K -$12.5K -52 -12%
Fifth Third Bancorp
384
Fifth Third Bancorp
Ohio
$90.7K -$1.69M -7,033 -95%
N
385
Natixis
France
$82.5K +$32.8K +136 +63%
O
386
Ossiam
France
$80.9K -$79.8K -331 -49%
MA
387
Montag & Associates
Georgia
$78K
C
388
Covestor
United Kingdom
$75K +$31.6K +131 +70%
CFD
389
Creative Financial Designs
Indiana
$73.6K -$10.8K -45 -13%
NSIM
390
North Star Investment Management
Illinois
$70.1K
MHR
391
Matthew Hamilton Rosenberg
$69.9K
DZ Bank
392
DZ Bank
Germany
$66.8K +$34.5K +143 +100%
NA
393
NewEdge Advisors
Louisiana
$52.3K -$1.45K -6 -3%
BAM
394
Belpointe Asset Management
Nevada
$51.5K +$36.4K +151 +216%
FDCDDQ
395
Federation des caisses Desjardins du Quebec
Quebec, Canada
$49.3K -$25.3K -105 -33%
PO
396
Private Ocean
California
$42.1K
IAIM
397
International Assets Investment Management
Florida
$40.4K +$41.7K +173 New
SCA
398
Stonebridge Capital Advisors
Minnesota
$39.7K
National Bank of Canada
399
National Bank of Canada
Quebec, Canada
$39.5K -$482 -2 -1%
MBFW
400
Morton Brown Family Wealth
Pennsylvania
$38.8K

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.