We are live on ! Find out more
MTN icon

Vail Resorts
MTN

406 hedge funds and large institutions have $8.62B invested in Vail Resorts in 2019 Q1 according to their latest regulatory filings, with 76 funds opening new positions, 155 increasing their positions, 125 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more repeat investments, than reductions

Existing positions increased: 155 | Existing positions reduced: 125

15% more first-time investments, than exits

New positions opened: 76 | Existing positions closed: 66

1% more funds holding

Funds holding: 401 → 406 (+5)

4% more capital invested

Capital invested by funds: $8.32B → $8.62B (+$304M)

0.16% less ownership

Funds ownership: 98.83% → 98.66% (-0.16%)

19% less call options, than puts

Call options by funds: $63.8M | Put options by funds: $78.5M

36% less funds holding in top 10

Funds holding in top 10: 11 → 7 (-4)

Holders
406
Holders Change
+5
Holders Change %
+1.25%
% of All Funds
8.79%
Holding in Top 10
7
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-36.36%
% of All Funds
0.15%
New
76
Increased
155
Reduced
125
Closed
66
Calls
$63.8M
Puts
$78.5M
Net Calls
-$14.7M
Net Calls Change
-$5.45M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$116M
2
Principal Financial Group
Principal Financial Group
Iowa
+$108M
3
Capital International Investors
Capital International Investors
California
+$81.7M
4
Select Equity Group
Select Equity Group
New York
+$72.5M
5
ClearBridge Investments
ClearBridge Investments
New York
+$45.3M

Top Sellers

1
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$76.9M
2
Renaissance Technologies
Renaissance Technologies
New York
-$66.4M
3
WRF
Waddell & Reed Financial
Kansas
-$58.9M
4
FAM
Fred Alger Management
New York
-$44.2M
5
AAMU
Amundi Asset Management US
Massachusetts
-$42.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
LBD
426
Landsberg Bennett & Dubbaneh
Florida
– -$1.23M -5,828 Closed
LSA
427
L & S Advisors
California
– -$1.19M -5,639 Closed
CG
428
Cutler Group
California
– -$940K -4,600 Closed
CCM
429
Coldstream Capital Management
Washington
– -$740K -3,507 Closed
LIM
430
Leavell Investment Management
Alabama
– -$743K -3,500 Closed
BAM
431
Blueshift Asset Management
New Jersey
– -$707K -3,355 Closed
CIP
432
Chartwell Investment Partners
Pennsylvania
– -$681K -3,231 Closed
CAM
433
ClariVest Asset Management
California
– -$568K -2,700 Closed
CTA
434
Chesley Taft & Associates
Illinois
– -$545K -2,585 Closed
LWM
435
Lyons Wealth Management
Florida
– -$530K -2,527 Closed
DCM
436
Driehaus Capital Management
Illinois
– -$483K -2,292 Closed
CPC
437
Cookson Peirce & Co
Pennsylvania
– -$476K -2,260 Closed
TU
438
TDAM USA
Ontario, Canada
– -$476K -2,260 Closed
GCA
439
Gideon Capital Advisors
New York
– -$474K -2,250 Closed
BCM
440
BBT Capital Management
Texas
– -$382K -1,813 Closed
PC
441
Pier Capital
Connecticut
– -$377K -1,788 Closed
UCFA
442
United Capital Financial Advisors
Texas
– -$374K -1,772 Closed
CANY
443
Caxton Associates (New York)
New York
– -$336K -1,596 Closed
AA
444
ALPS Advisors
Colorado
– -$331K -1,569 Closed
VFA
445
Voya Financial Advisors
Connecticut
– -$316K -1,498 Closed
CC
446
Cadinha & Co
Hawaii
– -$303K -1,435 Closed
QSS
447
Quantitative Systematic Strategies
Florida
– -$273K -1,296 Closed
NP
448
Ninepoint Partners
Ontario, Canada
– -$268K -1,270 Closed
C
449
Cerebellum
California
– -$254K -1,204 Closed
CWM
450
Chesapeake Wealth Management
Virginia
– -$245K -1,164 Closed
15 16 17
18
19

MTN Hedge Fund Activity: Q1 2019 in Review

406 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q1 2019, worth a combined $8.62B — up 3.7% from $8.32B a quarter earlier.

Buyers outnumbered sellers: 76 funds opened new MTN positions and 66 closed out — a net gain of 10 holders — while 155 added to existing stakes and 125 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $116M. The largest seller was Westfield Capital Management, cutting an estimated $76.9M.

  • 406 institutional investors held Vail Resorts (MTN) as of Q1 2019, up from 401 in Q4 2018.
  • Funds reported $8.62B of Vail Resorts stock for Q1 2019, up 3.7% quarter-over-quarter.
  • 76 funds opened new Vail Resorts positions in Q1 2019 and 66 closed out, a net change of +10 holders.
  • The largest Vail Resorts buyer in Q1 2019 was T. Rowe Price Associates, an estimated $116M added.
  • The largest Vail Resorts seller in Q1 2019 was Westfield Capital Management, an estimated $76.9M sold.

Based on aggregated 13F filings for Q1 2019.