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Vail Resorts

280 hedge funds and large institutions have $4.97B invested in Vail Resorts in 2016 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 98 increasing their positions, 86 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

108% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 25

14% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 86

9% more funds holding

Funds holding: 256280 (+24)

2% more capital invested

Capital invested by funds: $4.87B → $4.97B (+$101M)

1.56% less ownership

Funds ownership: 101.13%99.57% (-1.6%)

23% less funds holding in top 10

Funds holding in top 10: 1310 (-3)

34% less call options, than puts

Call options by funds: $13.7M | Put options by funds: $20.6M

Holders
280
Holders Change
+24
Holders Change %
+9.38%
% of All Funds
7.47%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.27%
New
52
Increased
98
Reduced
86
Closed
25
Calls
$13.7M
Puts
$20.6M
Net Calls
-$6.95M
Net Calls Change
-$18.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BAMCO Inc
1
BAMCO Inc
New York
$716M +$2.51M +19,042 +0.4%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$457M -$47K -356 -0%
Vanguard Group
3
Vanguard Group
Pennsylvania
$347M -$4.6M -34,819 -1%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$327M -$19.2M -145,402 -6%
Jennison Associates
5
Jennison Associates
New York
$182M -$202K -1,533 -0.1%
BIT
6
BlackRock Institutional Trust
California
$154M -$1.65M -12,500 -1%
SAM
7
Southeastern Asset Management
Tennessee
$148M
Wells Fargo
8
Wells Fargo
California
$142M -$32.8M -248,460 -20%
CWAM
9
Columbia Wanger Asset Management
Illinois
$137M -$16.9M -128,021 -11%
Invesco
10
Invesco
Georgia
$116M -$11.7M -88,541 -10%
AllianceBernstein
11
AllianceBernstein
Tennessee
$108M +$94.8M +717,990 +1,167%
Goldman Sachs
12
Goldman Sachs
New York
$105M +$1.91M +14,461 +2%
WRF
13
Waddell & Reed Financial
Kansas
$93.5M +$343K +2,600 +0.4%
Westfield Capital Management
14
Westfield Capital Management
Massachusetts
$93.4M -$5.18M -39,235 -5%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$83.1M -$15.3M -116,122 -16%
State Street
16
State Street
Massachusetts
$63.9M -$27.7M -210,185 -31%
Norges Bank
17
Norges Bank
Norway
$54.2M +$1.49M +11,276 +3%
Northern Trust
18
Northern Trust
Illinois
$49.9M -$34M -257,870 -42%
EAM
19
Eagle Asset Management
Florida
$48.1M -$7.1M -53,804 -13%
BFA
20
BlackRock Fund Advisors
California
$47.4M -$71.6M -542,115 -61%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$46.2M +$24.1M +182,851 +121%
Diamond Hill Capital Management
22
Diamond Hill Capital Management
Ohio
$43.7M +$1.91M +14,440 +5%
O
23
OppenheimerFunds
New York
$42M +$7.39M +55,948 +23%
Lord, Abbett & Co
24
Lord, Abbett & Co
New Jersey
$40.4M -$2.5M -18,950 -6%
KAM
25
Keeley Asset Management
Illinois
$39.4M -$4.56M -34,535 -11%

MTN Hedge Fund Activity: Q2 2016 in Review

280 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q2 2016, worth a combined $4.97B — up 2.1% from $4.87B a quarter earlier.

Buyers outnumbered sellers: 52 funds opened new MTN positions and 25 closed out — a net gain of 27 holders — while 98 added to existing stakes and 86 trimmed.

The largest buyer was AllianceBernstein, adding an estimated $94.8M. The largest seller was BlackRock Fund Advisors, cutting an estimated $71.6M.

  • 280 institutional investors held Vail Resorts (MTN) as of Q2 2016, up from 256 in Q1 2016.
  • Funds reported $4.97B of Vail Resorts stock for Q2 2016, up 2.1% quarter-over-quarter.
  • 52 funds opened new Vail Resorts positions in Q2 2016 and 25 closed out, a net change of +27 holders.
  • The largest Vail Resorts buyer in Q2 2016 was AllianceBernstein, an estimated $94.8M added.
  • The largest Vail Resorts seller in Q2 2016 was BlackRock Fund Advisors, an estimated $71.6M sold.

Based on aggregated 13F filings for Q2 2016.