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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
APC
451
Aspire Private Capital
North Carolina
$4.21K -$194K -804 -98%
FRA
452
Front Row Advisors
California
$4K
CSPIA
453
Cary Street Partners Investment Advisory
Virginia
$3.97K
OCM
454
Orion Capital Management
California
$3.97K
ATC
455
Adirondack Trust Company
New York
$3.5K
SC
456
Schubert & Co
Texas
$3.27K -$482 -2 -13%
VCM
457
Versant Capital Management
Arizona
$3.27K -$482 -2 -13%
PMFA
458
Plante Moran Financial Advisors
Michigan
$3.04K
SFG
459
Steward Financial Group
Texas
$3K +$1.21K +5 +50%
BIA
460
Bell Investment Advisors
California
$2.57K +$482 +2 +22%
CFGS
461
Concourse Financial Group Securities
Alabama
$2.45K -$4.34K -18 -64%
JWM
462
Janiczek Wealth Management
Colorado
$2.45K
ASN
463
Advisory Services Network
Georgia
$2.34K -$3.13K -13 -57%
EI
464
Ellevest Inc
New York
$2.1K -$7.23K -30 -77%
SIS
465
Sound Income Strategies
Florida
$2.1K
RWPA
466
Richard W. Paul & Associates
Michigan
$1.64K -$101K -418 -98%
GWS
467
Glassman Wealth Services
Virginia
$1.64K
FMII
468
Farmers & Merchants Investments Inc
Nebraska
$1.64K +$1.69K +7 New
BAM
469
Bellevue Asset Management
Washington
$1.64K
BWM
470
BerganKDV Wealth Management
Minnesota
$1.43K
CAL
471
Capital Advisors Ltd
Ohio
$1K -$9.16K -38 -93%
BTI
472
Blue Trust Inc
Georgia
$1K +$1.21K +5 New
DI
473
Disciplined Investments
Oklahoma
$935
EWA
474
EverSource Wealth Advisors
Alabama
$935
CSC
475
Caldwell Sutter Capital
California
$935 +$964 +4 New