Vail Resorts
MTN
391 hedge funds and large institutions have $8.87B invested in Vail Resorts in 2018 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 123 increasing their positions, 150 reducing their positions, and 69 closing their positions.
8% more capital invested
Capital invested by funds: $8.19B → $8.87B (+$678M)
3.28% more ownership
Funds ownership: 95.69% → 98.97% (+3.3%)
4% less funds holding
Funds holding: 407 → 391 (-16)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
14% less first-time investments, than exits
New positions opened: 59 | Existing positions closed: 69
18% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 150
80% less call options, than puts
Call options by funds: $30.1M | Put options by funds: $148M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$265M |
| 2 |
SA
SPO Advisory
San Anselmo,
California
|
+$211M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$196M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$62.3M |
| 5 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$48.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Scopus Asset Management
New York
|
-$107M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$70.7M |
| 3 |
VM
Valinor Management
New York
|
-$69.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
-$60.1M |
| 5 |
O
OppenheimerFunds
New York
|
-$34.1M |
MTN Hedge Fund Activity: Q1 2018 in Review
391 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q1 2018, worth a combined $8.87B — up 8.3% from $8.19B a quarter earlier.
Sellers outnumbered buyers: 69 funds closed out of MTN and 59 opened new positions — a net loss of 10 holders — while 150 trimmed existing stakes and 123 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $265M. The largest seller was Scopus Asset Management, exiting entirely with an estimated $107M sold.
- 391 institutional investors held Vail Resorts (MTN) as of Q1 2018, down from 407 in Q4 2017.
- Funds reported $8.87B of Vail Resorts stock for Q1 2018, up 8.3% quarter-over-quarter.
- 59 funds opened new Vail Resorts positions in Q1 2018 and 69 closed out, a net change of -10 holders.
- The largest Vail Resorts buyer in Q1 2018 was T. Rowe Price Associates, an estimated $265M added.
- The largest Vail Resorts seller in Q1 2018 was Scopus Asset Management, an estimated $107M sold.
Based on aggregated 13F filings for Q1 2018.