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Vail Resorts
MTN

431 hedge funds and large institutions have $9.54B invested in Vail Resorts in 2019 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 166 increasing their positions, 126 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed

69% more first-time investments, than exits

New positions opened: 71 | Existing positions closed: 42

32% more repeat investments, than reductions

Existing positions increased: 166 | Existing positions reduced: 126

28% more call options, than puts

Call options by funds: $58.4M | Put options by funds: $45.6M

8% more capital invested

Capital invested by funds: $8.85B → $9.54B (+$696M)

5% more funds holding

Funds holding: 410 → 431 (+21)

2.37% more ownership

Funds ownership: 96.47% → 98.85% (+2.4%)

43% less funds holding in top 10

Funds holding in top 10: 7 → 4 (-3)

Holders
431
Holders Change
+21
Holders Change %
+5.12%
% of All Funds
8.49%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.08%
New
71
Increased
166
Reduced
126
Closed
42
Calls
$58.4M
Puts
$45.6M
Net Calls
+$12.8M
Net Calls Change
-$11.2M

Top Buyers

1
Select Equity Group
Select Equity Group
New York
+$210M
2
EIP
Epoch Investment Partners
New York
+$82.4M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$62.3M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$43M
5
Wells Fargo
Wells Fargo
California
+$38.3M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$69.3M
2
BAMCO Inc
BAMCO Inc
New York
-$62.1M
3
Millennium Management
Millennium Management
New York
-$29.4M
4
Two Sigma Investments
Two Sigma Investments
New York
-$26.5M
5
Point72 Asset Management
Point72 Asset Management
Connecticut
-$25.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFB
401
Cullen/Frost Bankers
Texas
$6K -$14.2K -60 -71%
BWM
402
Baystate Wealth Management
Massachusetts
$6K -$5.92K -25 -50%
CAM
403
Columbia Asset Management
Michigan
$5.62K -$5.92K -25 -1%
HGWM
404
Harvest Group Wealth Management
Massachusetts
$5K -$947 -4 -15%
EARNEST Partners
405
EARNEST Partners
Georgia
$5K – – –
FRA
406
Front Row Advisors
California
$5K – – –
JCM
407
Jacobi Capital Management
Pennsylvania
$5K +$4.97K +21 New
ATC
408
Adirondack Trust Company
New York
$4K – – –
ETC
409
Exchange Traded Concepts
Oklahoma
$4K +$3.55K +15 New
JSC
410
Jackson Square Capital
California
$4K +$4.02K +17 New
PMFA
411
Plante Moran Financial Advisors
Michigan
$3K – – –
MF
412
Manchester Financial
California
$3K +$2.6K +11 New
AF
413
Allworth Financial
California
$2K – – –
IAS
414
IMA Advisory Services
Colorado
$2K – – –
LWM
415
Liberty Wealth Management
California
$2K +$473 +2 +40%
VCM
416
Versant Capital Management
Arizona
$2K +$1.42K +6 +200%
BWM
417
BerganKDV Wealth Management
Minnesota
$2K +$1.66K +7 New
TI
418
tru Independence
Oregon
$2K +$1.89K +8 New
BAM
419
Bellevue Asset Management
Washington
$2K +$2.13K +9 New
LFA
420
Lighthouse Financial Advisors
Maryland
$2K +$2.37K +10 New
PGAM
421
Princeton Global Asset Management
New Jersey
$1.38K +$252K +1,063 +23%
ED
422
Exane Derivatives
France
$1.23K – – –
EFSCE
423
Enterprise Financial Services Corp (EFSC)
Missouri
$1K – – –
HI
424
Hudock Inc
Pennsylvania
$1K – – –
SFS
425
Sowell Financial Services
Arkansas
$1K – – –
15 16
17
18 19

MTN Hedge Fund Activity: Q4 2019 in Review

431 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q4 2019, worth a combined $9.54B — up 7.9% from $8.85B a quarter earlier.

Buyers outnumbered sellers: 71 funds opened new MTN positions and 42 closed out — a net gain of 29 holders — while 166 added to existing stakes and 126 trimmed.

The largest buyer was Select Equity Group, adding an estimated $210M. The largest seller was Ameriprise, cutting an estimated $69.3M.

  • 431 institutional investors held Vail Resorts (MTN) as of Q4 2019, up from 410 in Q3 2019.
  • Funds reported $9.54B of Vail Resorts stock for Q4 2019, up 7.9% quarter-over-quarter.
  • 71 funds opened new Vail Resorts positions in Q4 2019 and 42 closed out, a net change of +29 holders.
  • The largest Vail Resorts buyer in Q4 2019 was Select Equity Group, an estimated $210M added.
  • The largest Vail Resorts seller in Q4 2019 was Ameriprise, an estimated $69.3M sold.

Based on aggregated 13F filings for Q4 2019.