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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
MCM
526
Mattern Capital Management
Colorado
-$253K -1,061 Closed
DWM
527
Dakota Wealth Management
Florida
-$250K -1,049 Closed
UCFA
528
United Capital Financial Advisors
Texas
-$248K -1,040 Closed
Rafferty Asset Management
529
Rafferty Asset Management
New York
-$245K -1,027 Closed
MML Investors Services
530
MML Investors Services
Massachusetts
-$242K -1,015 Closed
SIA
531
Strategic Investment Advisors
Michigan
-$236K -992 Closed
CCIA
532
Campbell & Co Investment Adviser
Maryland
-$227K -951 Closed
OTL
533
Oak Thistle LLC
New York
-$218K -915 Closed
QIM
534
Quantitative Investment Management
Virginia
-$211K -888 Closed
AWM
535
Activest Wealth Management
Florida
-$166K -689 Closed
Nomura Holdings
536
Nomura Holdings
Japan
-$158K -661 Closed
RCM
537
Raleigh Capital Management
North Carolina
-$63.7K -267 Closed
FGAM
538
Financial Gravity Asset Management
Texas
-$35 -238 Closed
T
539
TOBAM
France
-$31K -129 Closed
CS
540
Comerica Securities
Michigan
-$28.4K -118 Closed
PFC
541
Phocas Financial Corp
California
-$23.8K -100 Closed
DSC
542
Duncker Streett & Co
Missouri
-$16.7K -70 Closed
Jones Financial Companies
543
Jones Financial Companies
Missouri
-$8K -34 Closed
RBC
544
Romano Brothers & Co
Illinois
-$7.39K -31 Closed
OLVIG
545
Oliver Lagore Vanvalin Investment Group
Michigan
-$6.68K -28 Closed
GM
546
GeoWealth Management
Illinois
-$5K -23 Closed
PWMG
547
Prestige Wealth Management Group
New Jersey
-$3.84K -16 Closed
BCM
548
Bourgeon Capital Management
Connecticut
-$3.58K -15 Closed
CWA
549
Clearview Wealth Advisors
Oregon
-$2.38K -10 Closed
FA
550
Fiduciary Alliance
South Carolina
-$2.38K -10 Closed