Vail Resorts
MTN
440 hedge funds and large institutions have $11.1B invested in Vail Resorts in 2021 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 135 increasing their positions, 134 reducing their positions, and 43 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
81% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 43
7% more funds holding
Funds holding: 411 → 440 (+29)
2% more capital invested
Capital invested by funds: $10.9B → $11.1B (+$218M)
1% more repeat investments, than reductions
Existing positions increased: 135 | Existing positions reduced: 134
2.55% less ownership
Funds ownership: 98.2% → 95.65% (-2.5%)
36% less call options, than puts
Call options by funds: $79.8M | Put options by funds: $126M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$183M |
| 2 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$104M |
| 3 |
Goldman Sachs
New York
|
+$102M |
| 4 |
D.E. Shaw & Co
New York
|
+$76.2M |
| 5 |
Two Sigma Investments
New York
|
+$57.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$314M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$227M |
| 3 |
Select Equity Group
New York
|
-$125M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$111M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
-$87.9M |
MTN Hedge Fund Activity: Q1 2021 in Review
440 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q1 2021, worth a combined $11.1B — up 2% from $10.9B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new MTN positions and 43 closed out — a net gain of 35 holders — while 135 added to existing stakes and 134 trimmed.
The largest buyer was BlackRock, adding an estimated $183M. The largest seller was Capital International Investors, cutting an estimated $314M.
- 440 institutional investors held Vail Resorts (MTN) as of Q1 2021, up from 411 in Q4 2020.
- Funds reported $11.1B of Vail Resorts stock for Q1 2021, up 2% quarter-over-quarter.
- 78 funds opened new Vail Resorts positions in Q1 2021 and 43 closed out, a net change of +35 holders.
- The largest Vail Resorts buyer in Q1 2021 was BlackRock, an estimated $183M added.
- The largest Vail Resorts seller in Q1 2021 was Capital International Investors, an estimated $314M sold.
Based on aggregated 13F filings for Q1 2021.