Vail Resorts
502 hedge funds and large institutions have $8.54B invested in Vail Resorts in 2023 Q3 according to their latest regulatory filings, with 84 funds opening new positions, 165 increasing their positions, 166 reducing their positions, and 62 closing their positions.
35% more first-time investments, than exits
New positions opened: 84 | Existing positions closed: 62
4.09% more ownership
Funds ownership: 95.72% → 99.82% (+4.1%)
4% more funds holding
Funds holding: 485 → 502 (+17)
1% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 166
4% less call options, than puts
Call options by funds: $54.1M | Put options by funds: $56.2M
8% less capital invested
Capital invested by funds: $9.24B → $8.54B (-$703M)
33% less funds holding in top 10
Funds holding in top 10: 9 → 6 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$411M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$130M |
| 3 |
State Street
Boston,
Massachusetts
|
+$103M |
| 4 |
Bank of New York Mellon
New York
|
+$41.9M |
| 5 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
+$34.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Nordea Investment Management
Stockholm,
Sweden
|
-$80.9M |
| 2 |
Select Equity Group
New York
|
-$63.7M |
| 3 |
Lazard Asset Management
New York
|
-$61.2M |
| 4 |
Westfield Capital Management
Boston,
Massachusetts
|
-$48.6M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$46M |
MTN Hedge Fund Activity: Q3 2023 in Review
502 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q3 2023, worth a combined $8.54B — down 7.6% from $9.24B a quarter earlier.
Buyers outnumbered sellers: 84 funds opened new MTN positions and 62 closed out — a net gain of 22 holders — while 165 added to existing stakes and 166 trimmed.
The largest buyer was BlackRock, adding an estimated $411M. The largest seller was Nordea Investment Management, cutting an estimated $80.9M.
- 502 institutional investors held Vail Resorts (MTN) as of Q3 2023, up from 485 in Q2 2023.
- Funds reported $8.54B of Vail Resorts stock for Q3 2023, down 7.6% quarter-over-quarter.
- 84 funds opened new Vail Resorts positions in Q3 2023 and 62 closed out, a net change of +22 holders.
- The largest Vail Resorts buyer in Q3 2023 was BlackRock, an estimated $411M added.
- The largest Vail Resorts seller in Q3 2023 was Nordea Investment Management, an estimated $80.9M sold.
Based on aggregated 13F filings for Q3 2023.