Vail Resorts
332 hedge funds and large institutions have $6.3B invested in Vail Resorts in 2016 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 124 increasing their positions, 103 reducing their positions, and 33 closing their positions.
109% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 33
20% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 103
10% more capital invested
Capital invested by funds: $5.7B → $6.3B (+$593M)
10% more funds holding
Funds holding: 302 → 332 (+30)
8% more funds holding in top 10
Funds holding in top 10: 13 → 14 (+1)
8% less call options, than puts
Call options by funds: $22.5M | Put options by funds: $24.3M
2.85% less ownership
Funds ownership: 100.54% → 97.7% (-2.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$193M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
+$63.2M |
| 3 |
CCM
Conatus Capital Management
Greenwich,
Connecticut
|
+$55.6M |
| 4 |
MCM
Melvin Capital Management
New York
|
+$51.6M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$102M |
| 2 |
Goldman Sachs
New York
|
-$54.6M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$45.7M |
| 4 |
WRF
Waddell & Reed Financial
Overland Park,
Kansas
|
-$36.9M |
| 5 |
CWAM
Columbia Wanger Asset Management
Chicago,
Illinois
|
-$36.2M |
MTN Hedge Fund Activity: Q4 2016 in Review
332 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q4 2016, worth a combined $6.3B — up 10% from $5.7B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new MTN positions and 33 closed out — a net gain of 36 holders — while 124 added to existing stakes and 103 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $193M. The largest seller was Invesco, cutting an estimated $102M.
- 332 institutional investors held Vail Resorts (MTN) as of Q4 2016, up from 302 in Q3 2016.
- Funds reported $6.3B of Vail Resorts stock for Q4 2016, up 10% quarter-over-quarter.
- 69 funds opened new Vail Resorts positions in Q4 2016 and 33 closed out, a net change of +36 holders.
- The largest Vail Resorts buyer in Q4 2016 was T. Rowe Price Associates, an estimated $193M added.
- The largest Vail Resorts seller in Q4 2016 was Invesco, an estimated $102M sold.
Based on aggregated 13F filings for Q4 2016.