Vail Resorts
154 hedge funds and large institutions have $2.77B invested in Vail Resorts in 2013 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
24% more call options, than puts
Call options by funds: $4.51M | Put options by funds: $3.65M
11% more funds holding
Funds holding: 139 → 154 (+15)
6% more capital invested
Capital invested by funds: $2.61B → $2.77B (+$161M)
6% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 53
2.79% less ownership
Funds ownership: 104.72% → 101.94% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$38M |
| 2 |
MCM
Marcato Capital Management
San Francisco,
California
|
+$13.8M |
| 3 |
SC
Sureview Capital
Greenwich,
Connecticut
|
+$13.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.25M |
| 5 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
+$4.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Southeastern Asset Management
Memphis,
Tennessee
|
-$61.5M |
| 2 |
EAM
Eagle Asset Management
St Petersburg,
Florida
|
-$49M |
| 3 |
AR
Advisory Research
Chicago,
Illinois
|
-$11.6M |
| 4 |
Jennison Associates
New York
|
-$8.98M |
| 5 |
Goldman Sachs
New York
|
-$5.64M |
MTN Hedge Fund Activity: Q4 2013 in Review
154 of the 3,459 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q4 2013, worth a combined $2.77B — up 6.2% from $2.61B a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new MTN positions and 11 closed out — a net gain of 15 holders — while 50 added to existing stakes and 53 trimmed.
The largest buyer was Cramer Rosenthal McGlynn, adding an estimated $38M. The largest seller was Southeastern Asset Management, cutting an estimated $61.5M.
- 154 institutional investors held Vail Resorts (MTN) as of Q4 2013, up from 139 in Q3 2013.
- Funds reported $2.77B of Vail Resorts stock for Q4 2013, up 6.2% quarter-over-quarter.
- 26 funds opened new Vail Resorts positions in Q4 2013 and 11 closed out, a net change of +15 holders.
- The largest Vail Resorts buyer in Q4 2013 was Cramer Rosenthal McGlynn, an estimated $38M added.
- The largest Vail Resorts seller in Q4 2013 was Southeastern Asset Management, an estimated $61.5M sold.
Based on aggregated 13F filings for Q4 2013.