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Vail Resorts

482 hedge funds and large institutions have $9.79B invested in Vail Resorts in 2022 Q1 according to their latest regulatory filings, with 73 funds opening new positions, 190 increasing their positions, 140 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more repeat investments, than reductions

Existing positions increased: 190 | Existing positions reduced: 140

6% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 69

1% less funds holding

Funds holding: 485482 (-3)

1.35% less ownership

Funds ownership: 95.8%94.44% (-1.4%)

22% less capital invested

Capital invested by funds: $12.6B → $9.79B (-$2.83B)

46% less call options, than puts

Call options by funds: $41.8M | Put options by funds: $77M

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
482
Holders Change
-3
Holders Change %
-0.62%
% of All Funds
7.6%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.02%
New
73
Increased
190
Reduced
140
Closed
69
Calls
$41.8M
Puts
$77M
Net Calls
-$35.2M
Net Calls Change
+$41.3M
Name Holding Trade Value Shares
Change
Change in
Stake
DWA
401
Delos Wealth Advisors
Texas
$52K
PO
402
Private Ocean
California
$52K
BWP
403
Baldwin Wealth Partners
Massachusetts
$52K +$54.4K +200 New
AAP
404
Arax Advisory Partners
Colorado
$49K +$3.54K +13 +8%
MBFW
405
Morton Brown Family Wealth
Pennsylvania
$43K -$44.9K -165 -50%
SQA
406
Simon Quick Advisors
New Jersey
$43K +$272 +1 +0.6%
Carson Wealth (CWM LLC)
407
Carson Wealth (CWM LLC)
Nebraska
$43K +$16.9K +62 +59%
CFGS
408
Concourse Financial Group Securities
Alabama
$41K -$41.6K -153 -50%
EC
409
Elequin Capital
New York
$41K +$43.3K +159 New
BAM
410
Baldrige Asset Management
Pennsylvania
$36K
National Bank of Canada
411
National Bank of Canada
Quebec, Canada
$36K
CH
412
Canton Hathaway
Rhode Island
$35K
PFPT
413
Pinnacle Financial Partners (Tennessee)
Tennessee
$33K
MAM
414
Meeder Asset Management
Ohio
$30K +$31.6K +116 New
IA
415
IFP Advisors
Florida
$29K -$53.6K -197 -54%
CG
416
Cutler Group
California
$27K +$28.6K +105 New
LWP
417
Lumature Wealth Partners
Georgia
$26K
NFSG
418
Newbridge Financial Services Group
Florida
$26K
RP
419
Repertoire Partners
New York
$26K
UB
420
UMB Bank
Missouri
$26K
TFS
421
TrustCore Financial Services
Tennessee
$26K +$27.2K +100 New
HFM
422
Harvest Fund Management
China
$25K
KA
423
Kozak & Associates
Colorado
$24K
PCG
424
Private Capital Group
Connecticut
$23K
SCA
425
Stonebridge Capital Advisors
Minnesota
$23K +$24.5K +90 New