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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
AB
151
Amalgamated Bank
New York
$1.54M -$70.2K -326 -3%
PCM
152
Penn Capital Management
Pennsylvania
$1.54M -$168K -782 -7%
AIM
153
Aurora Investment Managers
Florida
$1.5M +$99.9K +464 +5%
HFS
154
Hantz Financial Services
Michigan
$1.5M +$2.18M +10,118 New
LCH
155
Lee Capital Holdings
New York
$1.48M – – –
CAM
156
Crown Advisors Management
California
$1.48M +$2.15M +10,000 New
DLG
157
Daniel L. Goodwin
$1.48M +$2.15M +10,000 New
AG
158
Aperio Group
California
$1.46M +$547K +2,541 +35%
Parallax Volatility Advisers
159
Parallax Volatility Advisers
California
$1.46M +$2.13M +9,879 New
PAM
160
Panagora Asset Management
Massachusetts
$1.43M +$901K +4,185 +76%
SAA
161
Southeast Asset Advisors
Georgia
$1.43M +$453K +2,107 +28%
KJHP
162
K.J. Harrison & Partners
Ontario, Canada
$1.42M +$93.2K +433 +5%
IAN
163
Integrated Advisors Network
Texas
$1.4M +$202K +940 +11%
XK
164
Xact Kapitalforvaltning
Sweden
$1.39M +$144K +670 +8%
FAF
165
Fjarde Ap-fonden
Sweden
$1.37M +$323K +1,500 +19%
ASRS
166
Arizona State Retirement System
Arizona
$1.37M +$2M +9,284 New
GIBU
167
Gulf International Bank (UK)
United Kingdom
$1.29M – – –
GIM
168
Granahan Investment Management
Massachusetts
$1.25M +$1.83M +8,495 New
Ameriprise
169
Ameriprise
Minnesota
$1.22M -$220K -1,020 -11%
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.2M +$328K +1,523 +23%
HA
171
Harbor Advisors
Florida
$1.18M – – –
DFAM
172
Deep Field Asset Management
California
$1.18M +$1.72M +8,000 New
TYCC
173
Texas Yale Capital Corp
Florida
$1.15M -$8.61K -40 -0.5%
UCI
174
Uncommon Cents Investing
Wisconsin
$1.14M – – –
URS
175
Utah Retirement Systems
Utah
$1.14M – – –
5 6
7
8 9

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.