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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
AAP
401
Arax Advisory Partners
Colorado
$38.7K -$2.41K -10 -6%
CTC
402
Central Trust Company
Missouri
$36.5K +$33.7K +140 +875%
CH
403
Canton Hathaway
Rhode Island
$35K
BAM
404
Baldrige Asset Management
Pennsylvania
$33K
TWC
405
TD Waterhouse Canada
Ontario, Canada
$32.1K +$6.51K +27 +24%
HI
406
Harbour Investments
Wisconsin
$28.7K
PFPT
407
Pinnacle Financial Partners (Tennessee)
Tennessee
$25.2K -$4.58K -19 -15%
MIFH
408
Migdal Insurance & Financial Holdings
Israel
$25K -$723 -3 -3%
CW
409
Connectus Wealth
Ohio
$24.7K +$51.6K +214 +2%
CP
410
Castleview Partners
Texas
$23.4K
LWP
411
Lumature Wealth Partners
Georgia
$23.4K
NFSG
412
Newbridge Financial Services Group
Florida
$23.4K
RP
413
Repertoire Partners
New York
$23.4K
QCG
414
Quadrant Capital Group
Ohio
$23.4K +$8.44K +35 +54%
KA
415
Kozak & Associates
Colorado
$23.1K
HFM
416
Harvest Fund Management
China
$23K
AF
417
Allworth Financial
California
$22.4K +$5.3K +22 +30%
Carson Wealth (CWM LLC)
418
Carson Wealth (CWM LLC)
Nebraska
$22K +$964 +4 +4%
SGC
419
Slocum, Gordon & Co
Rhode Island
$21.7K
AWM
420
Abound Wealth Management
Tennessee
$18.7K
IA
421
IFP Advisors
Florida
$17.5K -$15.2K -63 -32%
QC
422
Quent Capital
New York
$17.1K
CMP
423
Coston McIsaac & Partners
Maine
$17K +$241 +1 +1%
PFBT
424
Parkside Financial Bank & Trust
Missouri
$16.5K +$2.89K +12 +21%
MIA
425
Milestone Investment Advisors
Wisconsin
$15.7K +$16.1K +67 New

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.