Vail Resorts
MTN
411 hedge funds and large institutions have $10.9B invested in Vail Resorts in 2020 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 109 increasing their positions, 155 reducing their positions, and 42 closing their positions.
60% more first-time investments, than exits
New positions opened: 67 | Existing positions closed: 42
26% more capital invested
Capital invested by funds: $8.66B → $10.9B (+$2.27B)
6% more funds holding
Funds holding: 387 → 411 (+24)
2.93% less ownership
Funds ownership: 101.12% → 98.2% (-2.9%)
30% less repeat investments, than reductions
Existing positions increased: 109 | Existing positions reduced: 155
55% less call options, than puts
Call options by funds: $39.9M | Put options by funds: $89.1M
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
+$234M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$133M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$66.9M |
| 4 |
BlackRock
New York
|
+$51.9M |
| 5 |
SAM
Scopus Asset Management
New York
|
+$42M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$140M |
| 2 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
-$105M |
| 3 |
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
|
-$85M |
| 4 |
ClearBridge Investments
New York
|
-$56.1M |
| 5 |
EIP
Epoch Investment Partners
New York
|
-$52.6M |
MTN Hedge Fund Activity: Q4 2020 in Review
411 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q4 2020, worth a combined $10.9B — up 26% from $8.66B a quarter earlier.
Buyers outnumbered sellers: 67 funds opened new MTN positions and 42 closed out — a net gain of 25 holders — while 109 added to existing stakes and 155 trimmed.
The largest buyer was APG Asset Management, adding an estimated $234M. The largest seller was Select Equity Group, cutting an estimated $140M.
- 411 institutional investors held Vail Resorts (MTN) as of Q4 2020, up from 387 in Q3 2020.
- Funds reported $10.9B of Vail Resorts stock for Q4 2020, up 26% quarter-over-quarter.
- 67 funds opened new Vail Resorts positions in Q4 2020 and 42 closed out, a net change of +25 holders.
- The largest Vail Resorts buyer in Q4 2020 was APG Asset Management, an estimated $234M added.
- The largest Vail Resorts seller in Q4 2020 was Select Equity Group, an estimated $140M sold.
Based on aggregated 13F filings for Q4 2020.