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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
Dimensional Fund Advisors
26
Dimensional Fund Advisors
Texas
$56.3M +$2.68M +11,110 +5%
Charles Schwab
27
Charles Schwab
California
$55.8M +$196K +812 +0.3%
UBS AM
28
UBS AM
Illinois
$55.5M -$2.72M -11,281 -5%
Artisan Partners
29
Artisan Partners
Wisconsin
$55.4M -$3M -12,455 -5%
Legal & General Group
30
Legal & General Group
United Kingdom
$54.7M +$742K +3,077 +1%
CCM
31
Candlestick Capital Management
Connecticut
$51.2M -$14.7M -61,022 -22%
AI
32
Ariel Investments
Illinois
$50.9M +$4.41M +18,301 +9%
Arrowstreet Capital
33
Arrowstreet Capital
Massachusetts
$46.3M -$2.71M -11,242 -5%
Westfield Capital Management
34
Westfield Capital Management
Massachusetts
$46.3M -$17.1M -70,958 -26%
N
35
Nuveen
North Carolina
$45.7M -$8M -33,202 -15%
SCM
36
Spyglass Capital Management
California
$45.2M -$9.2M -38,168 -16%
Federated Hermes
37
Federated Hermes
Pennsylvania
$43.6M +$2.49M +10,340 +6%
T. Rowe Price Associates
38
T. Rowe Price Associates
Maryland
$41.5M -$6.71M -27,830 -14%
GKIM
39
GW&K Investment Management
Massachusetts
$39.6M +$406K +1,683 +1%
Morgan Stanley
40
Morgan Stanley
New York
$39.2M -$8.59M -35,664 -18%
Franklin Resources
41
Franklin Resources
California
$38.7M +$3.67M +15,243 +10%
Diamond Hill Capital Management
42
Diamond Hill Capital Management
Ohio
$38.1M -$25.4M -105,261 -39%
Public Employees Retirement Association of Colorado
43
Public Employees Retirement Association of Colorado
Colorado
$37.3M +$221K +915 +0.6%
Swiss National Bank
44
Swiss National Bank
Switzerland
$37.3M -$1.06M -4,400 -3%
CCP
45
Caden Capital Partners
California
$35.1M +$6.96M +28,902 +24%
Goldman Sachs
46
Goldman Sachs
New York
$34.1M -$32.1M -133,118 -48%
Victory Capital Management
47
Victory Capital Management
Texas
$33.5M +$28M +116,115 +429%
SI
48
Scout Investments
Missouri
$31.7M +$8.18M +33,928 +33%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$31.1M +$695K +2,884 +2%
Los Angeles Capital Management
50
Los Angeles Capital Management
California
$30.2M -$9.31M -38,617 -23%

MTN Hedge Fund Activity: Q1 2023 in Review

484 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q1 2023, worth a combined $9.12B — down 3.7% from $9.47B a quarter earlier.

Sellers outnumbered buyers: 69 funds closed out of MTN and 53 opened new positions — a net loss of 16 holders — while 175 trimmed existing stakes and 165 added.

The largest buyer was Select Equity Group, adding an estimated $133M. The largest seller was Fred Alger Management, cutting an estimated $101M.

  • 484 institutional investors held Vail Resorts (MTN) as of Q1 2023, down from 512 in Q4 2022.
  • Funds reported $9.12B of Vail Resorts stock for Q1 2023, down 3.7% quarter-over-quarter.
  • 53 funds opened new Vail Resorts positions in Q1 2023 and 69 closed out, a net change of -16 holders.
  • The largest Vail Resorts buyer in Q1 2023 was Select Equity Group, an estimated $133M added.
  • The largest Vail Resorts seller in Q1 2023 was Fred Alger Management, an estimated $101M sold.

Based on aggregated 13F filings for Q1 2023.