Vail Resorts
MTN
407 hedge funds and large institutions have $8.19B invested in Vail Resorts in 2017 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 142 increasing their positions, 118 reducing their positions, and 40 closing their positions.
118% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 40
20% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 118
12% more funds holding
Funds holding: 364 → 407 (+43)
0.39% more ownership
Funds ownership: 95.29% → 95.69% (+0.39%)
9% less call options, than puts
Call options by funds: $67.4M | Put options by funds: $73.7M
6% less capital invested
Capital invested by funds: $8.69B → $8.19B (-$501M)
9% less funds holding in top 10
Funds holding in top 10: 11 → 10 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$60M |
| 2 |
CI Investments Inc
Toronto,
Ontario, Canada
|
+$55.7M |
| 3 |
Jennison Associates
New York
|
+$52.4M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$37.7M |
| 5 |
SC
Shellback Capital
Boston,
Massachusetts
|
+$30.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$93.7M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$71.6M |
| 3 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
|
-$55.2M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$38.7M |
| 5 |
1C
1060 Capital
Denver,
Colorado
|
-$35.3M |
MTN Hedge Fund Activity: Q4 2017 in Review
407 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q4 2017, worth a combined $8.19B — down 5.8% from $8.69B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new MTN positions and 40 closed out — a net gain of 47 holders — while 142 added to existing stakes and 118 trimmed.
The largest buyer was Waddell & Reed Financial, adding an estimated $60M. The largest seller was Fidelity Investments, cutting an estimated $93.7M.
- 407 institutional investors held Vail Resorts (MTN) as of Q4 2017, up from 364 in Q3 2017.
- Funds reported $8.19B of Vail Resorts stock for Q4 2017, down 5.8% quarter-over-quarter.
- 87 funds opened new Vail Resorts positions in Q4 2017 and 40 closed out, a net change of +47 holders.
- The largest Vail Resorts buyer in Q4 2017 was Waddell & Reed Financial, an estimated $60M added.
- The largest Vail Resorts seller in Q4 2017 was Fidelity Investments, an estimated $93.7M sold.
Based on aggregated 13F filings for Q4 2017.