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Vail Resorts
MTN

387 hedge funds and large institutions have $8.66B invested in Vail Resorts in 2020 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 101 increasing their positions, 149 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

21% more capital invested

Capital invested by funds: $7.17B → $8.66B (+$1.49B)

2.9% more ownership

Funds ownership: 98.22% → 101.12% (+2.9%)

2% less funds holding

Funds holding: 395 → 387 (-8)

13% less first-time investments, than exits

New positions opened: 49 | Existing positions closed: 56

32% less call options, than puts

Call options by funds: $64.4M | Put options by funds: $94.8M

32% less repeat investments, than reductions

Existing positions increased: 101 | Existing positions reduced: 149

Holders
387
Holders Change
-8
Holders Change %
-2.03%
% of All Funds
7.81%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.12%
New
49
Increased
101
Reduced
149
Closed
56
Calls
$64.4M
Puts
$94.8M
Net Calls
-$30.4M
Net Calls Change
+$27.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$331M
2
APG Asset Management
APG Asset Management
Netherlands
+$179M
3
Select Equity Group
Select Equity Group
New York
+$110M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$70.7M
5
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
+$28.4M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$170M
2
Wells Fargo
Wells Fargo
California
-$61.3M
3
Millennium Management
Millennium Management
New York
-$52.4M
4
CTA
Carillon Tower Advisers
Florida
-$40.7M
5
DCP
Durable Capital Partners
Maryland
-$33.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Artisan Partners
26
Artisan Partners
Wisconsin
$64.5M -$4.44M -21,539 -7%
Sumitomo Mitsui Trust Group
27
Sumitomo Mitsui Trust Group
Japan
$63.9M +$3.6M +17,478 +6%
EAM
28
Eagle Asset Management
Florida
$55.8M -$1.34M -6,524 -2%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$54M -$1.81M -8,800 -3%
Northern Trust
30
Northern Trust
Illinois
$53.7M -$1.33M -6,438 -2%
Legal & General Group
31
Legal & General Group
United Kingdom
$51.1M -$166K -806 -0.3%
Franklin Resources
32
Franklin Resources
California
$49.8M +$2.47M +11,962 +5%
Charles Schwab
33
Charles Schwab
California
$47.6M -$3.03M -14,726 -6%
ClearBridge Investments
34
ClearBridge Investments
New York
$46.8M -$5.37M -26,037 -11%
PI
35
Putnam Investments
Massachusetts
$46.7M – – –
PIM
36
Platinum Investment Management
Australia
$44.7M -$5.72M -27,748 -12%
Korea Investment Corp
37
Korea Investment Corp
South Korea
$44.2M -$2.74M -13,300 -6%
N
38
Nuveen
North Carolina
$43.8M +$401K +1,947 +1%
Bank of America
39
Bank of America
North Carolina
$40.8M -$2.67M -12,933 -6%
Federated Hermes
40
Federated Hermes
Pennsylvania
$40.5M -$10.5M -50,776 -21%
Massachusetts Financial Services
41
Massachusetts Financial Services
Massachusetts
$39.9M +$1.85M +8,956 +5%
Bank of New York Mellon
42
Bank of New York Mellon
New York
$39.8M +$3.61M +17,525 +10%
Capital World Investors
43
Capital World Investors
California
$36.8M – – –
Public Employees Retirement Association of Colorado
44
Public Employees Retirement Association of Colorado
Colorado
$36.6M -$1.15M -5,598 -3%
Swiss National Bank
45
Swiss National Bank
Switzerland
$33.5M -$515K -2,500 -2%
RHJA
46
Rice Hall James & Associates
California
$30.7M +$1.35M +6,567 +5%
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$29.5M +$28.4M +138,038 New
TD Asset Management
48
TD Asset Management
Ontario, Canada
$27.3M +$662K +3,213 +3%
Russell Investments Group
49
Russell Investments Group
United Kingdom
$26.4M -$213K -1,033 -0.8%
PAMU
50
Pictet Asset Management (UK)
United Kingdom
$25.6M +$127K +616 +0.5%
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MTN Hedge Fund Activity: Q3 2020 in Review

387 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q3 2020, worth a combined $8.66B — up 21% from $7.17B a quarter earlier.

Sellers outnumbered buyers: 56 funds closed out of MTN and 49 opened new positions — a net loss of 7 holders — while 149 trimmed existing stakes and 101 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $331M. The largest seller was Wellington Management Group, cutting an estimated $170M.

  • 387 institutional investors held Vail Resorts (MTN) as of Q3 2020, down from 395 in Q2 2020.
  • Funds reported $8.66B of Vail Resorts stock for Q3 2020, up 21% quarter-over-quarter.
  • 49 funds opened new Vail Resorts positions in Q3 2020 and 56 closed out, a net change of -7 holders.
  • The largest Vail Resorts buyer in Q3 2020 was T. Rowe Price Associates, an estimated $331M added.
  • The largest Vail Resorts seller in Q3 2020 was Wellington Management Group, an estimated $170M sold.

Based on aggregated 13F filings for Q3 2020.