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Vail Resorts

213 hedge funds and large institutions have $3.79B invested in Vail Resorts in 2015 Q3 according to their latest regulatory filings, with 36 funds opening new positions, 81 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 17

40% more call options, than puts

Call options by funds: $19.9M | Put options by funds: $14.2M

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

9% more funds holding

Funds holding: 195213 (+18)

4% more repeat investments, than reductions

Existing positions increased: 81 | Existing positions reduced: 78

0.34% less ownership

Funds ownership: 99.67%99.33% (-0.34%)

4% less capital invested

Capital invested by funds: $3.95B → $3.79B (-$157M)

Holders
213
Holders Change
+18
Holders Change %
+9.23%
% of All Funds
5.95%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.2%
New
36
Increased
81
Reduced
78
Closed
17
Calls
$19.9M
Puts
$14.2M
Net Calls
+$5.66M
Net Calls Change
+$6.98M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$562M -$821K -7,596 -0.1%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$302M -$1.68M -15,530 -0.5%
Vanguard Group
3
Vanguard Group
Pennsylvania
$253M +$5.38M +49,777 +2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$198M +$11.2M +103,889 +6%
SAM
5
Southeastern Asset Management
Tennessee
$189M -$63M -582,174 -24%
Jennison Associates
6
Jennison Associates
New York
$140M -$7.42M -68,604 -5%
Wells Fargo
7
Wells Fargo
California
$133M +$46.2M +427,221 +51%
CWAM
8
Columbia Wanger Asset Management
Illinois
$118M -$6.95M -64,285 -5%
BIT
9
BlackRock Institutional Trust
California
$107M +$11.9M +110,319 +12%
Invesco
10
Invesco
Georgia
$94.9M +$32.5M +300,295 +50%
BFA
11
BlackRock Fund Advisors
California
$93.4M -$970K -8,969 -1%
WRF
12
Waddell & Reed Financial
Kansas
$84.1M -$8.91M -82,400 -9%
Goldman Sachs
13
Goldman Sachs
New York
$79.2M -$5.13M -47,481 -6%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$79.1M +$1.07M +9,859 +1%
Westfield Capital Management
15
Westfield Capital Management
Massachusetts
$74.5M +$13.1M +121,179 +21%
CRM
16
Cramer Rosenthal McGlynn
Connecticut
$70.7M -$5.85M -54,081 -7%
State Street
17
State Street
Massachusetts
$67.8M -$3.01M -27,793 -4%
Northern Trust
18
Northern Trust
Illinois
$64.1M +$2.06M +19,019 +3%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$51.3M -$1.37M -12,677 -3%
EAM
20
Eagle Asset Management
Florida
$44.9M -$4.21M -38,916 -8%
KAM
21
Keeley Asset Management
Illinois
$44.8M -$3.77M -34,886 -8%
CPM
22
Chesapeake Partners Management
Maryland
$44.5M -$1.69M -15,615 -4%
Charles Schwab
23
Charles Schwab
California
$44.1M -$1.1M -10,198 -2%
Norges Bank
24
Norges Bank
Norway
$43.3M +$265K +2,446 +0.6%
Loomis, Sayles & Company
25
Loomis, Sayles & Company
Massachusetts
$29.8M +$121K +1,118 +0.4%

MTN Hedge Fund Activity: Q3 2015 in Review

213 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q3 2015, worth a combined $3.79B — down 4% from $3.95B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new MTN positions and 17 closed out — a net gain of 19 holders — while 81 added to existing stakes and 78 trimmed.

The largest buyer was Wells Fargo, adding an estimated $46.2M. The largest seller was Southeastern Asset Management, cutting an estimated $63M.

  • 213 institutional investors held Vail Resorts (MTN) as of Q3 2015, up from 195 in Q2 2015.
  • Funds reported $3.79B of Vail Resorts stock for Q3 2015, down 4% quarter-over-quarter.
  • 36 funds opened new Vail Resorts positions in Q3 2015 and 17 closed out, a net change of +19 holders.
  • The largest Vail Resorts buyer in Q3 2015 was Wells Fargo, an estimated $46.2M added.
  • The largest Vail Resorts seller in Q3 2015 was Southeastern Asset Management, an estimated $63M sold.

Based on aggregated 13F filings for Q3 2015.