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Vail Resorts
MTN

388 hedge funds and large institutions have $5.8B invested in Vail Resorts in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 120 increasing their positions, 155 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% less ownership

Funds ownership: 98.85% → 97.58% (-1.3%)

10% less funds holding

Funds holding: 431 → 388 (-43)

14% less call options, than puts

Call options by funds: $53M | Put options by funds: $61.6M

23% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 155

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

39% less first-time investments, than exits

New positions opened: 62 | Existing positions closed: 102

39% less capital invested

Capital invested by funds: $9.54B → $5.8B (-$3.75B)

Holders
388
Holders Change
-43
Holders Change %
-9.98%
% of All Funds
8.55%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
62
Increased
120
Reduced
155
Closed
102
Calls
$53M
Puts
$61.6M
Net Calls
-$8.59M
Net Calls Change
-$21.4M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$235M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$157M
3
Select Equity Group
Select Equity Group
New York
+$152M
4
DCP
Durable Capital Partners
Maryland
+$127M
5
AI
Ariel Investments
Illinois
+$67.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$317M
2
William Blair Investment Management
William Blair Investment Management
Illinois
-$240M
3
Victory Capital Management
Victory Capital Management
Texas
-$104M
4
BlackRock
BlackRock
New York
-$68.6M
5
EIP
Epoch Investment Partners
New York
-$49.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Treasurer of the State of North Carolina
126
Treasurer of the State of North Carolina
North Carolina
$2.54M +$1.49M +6,901 +67%
OIA
127
OneDigital Investment Advisors
Kansas
$2.51M +$24.8K +115 +0.7%
SIA
128
Sit Investment Associates
Minnesota
$2.51M -$16.1K -75 -0.4%
Ohio Public Employees Retirement System (OPERS)
129
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.5M +$503K +2,337 +16%
Royal London Asset Management
130
Royal London Asset Management
United Kingdom
$2.46M – – –
KCM
131
Kornitzer Capital Management
Kansas
$2.38M -$24.3M -113,039 -88%
AAF
132
Andra AP-fonden
Sweden
$2.35M +$1.12M +5,200 +49%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$2.31M -$1.5M -6,971 -31%
CSS
134
Cubist Systematic Strategies
Connecticut
$2.3M +$1.78M +8,282 +113%
FPA
135
First Pacific Advisors
California
$2.26M -$94.7K -440 -3%
PWC
136
PYA Waltman Capital
Tennessee
$2.24M -$33.8K -157 -1%
ERSOT
137
Employees Retirement System of Texas
Texas
$2.14M – – –
GH
138
GAM Holding
Switzerland
$2.08M -$2.92M -13,556 -49%
Aviva
139
Aviva
United Kingdom
$2.08M -$8.39K -39 -0.3%
VOYA Investment Management
140
VOYA Investment Management
Georgia
$2.08M -$117K -543 -4%
Zurich Cantonal Bank
141
Zurich Cantonal Bank
Switzerland
$2.06M +$612K +2,843 +26%
CB
142
Cadence Bank
Mississippi
$2.03M +$2.96M +13,770 New
Citigroup
143
Citigroup
New York
$1.89M -$176K -820 -6%
GIA
144
Gateway Investment Advisers
Ohio
$1.85M +$1.65M +7,664 +158%
Truist Financial
145
Truist Financial
North Carolina
$1.79M -$1.44M -6,707 -36%
Westfield Capital Management
146
Westfield Capital Management
Massachusetts
$1.79M -$4.61M -21,440 -64%
Victory Capital Management
147
Victory Capital Management
Texas
$1.77M -$104M -482,403 -98%
SAM
148
Storebrand Asset Management
Norway
$1.68M +$2.45M +11,398 New
Citadel Advisors
149
Citadel Advisors
Florida
$1.55M -$3.06M -14,210 -57%
AAM
150
Advisors Asset Management
Colorado
$1.55M -$309K -1,436 -12%
4 5
6
7 8

MTN Hedge Fund Activity: Q1 2020 in Review

388 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q1 2020, worth a combined $5.8B — down 39% from $9.54B a quarter earlier.

Sellers outnumbered buyers: 102 funds closed out of MTN and 62 opened new positions — a net loss of 40 holders — while 155 trimmed existing stakes and 120 added.

The largest buyer was Capital International Investors, adding an estimated $235M. The largest seller was T. Rowe Price Associates, cutting an estimated $317M.

  • 388 institutional investors held Vail Resorts (MTN) as of Q1 2020, down from 431 in Q4 2019.
  • Funds reported $5.8B of Vail Resorts stock for Q1 2020, down 39% quarter-over-quarter.
  • 62 funds opened new Vail Resorts positions in Q1 2020 and 102 closed out, a net change of -40 holders.
  • The largest Vail Resorts buyer in Q1 2020 was Capital International Investors, an estimated $235M added.
  • The largest Vail Resorts seller in Q1 2020 was T. Rowe Price Associates, an estimated $317M sold.

Based on aggregated 13F filings for Q1 2020.