Vail Resorts
423 hedge funds and large institutions have $10.7B invested in Vail Resorts in 2018 Q2 according to their latest regulatory filings, with 76 funds opening new positions, 142 increasing their positions, 129 reducing their positions, and 39 closing their positions.
95% more first-time investments, than exits
New positions opened: 76 | Existing positions closed: 39
44% more funds holding in top 10
Funds holding in top 10: 9 → 13 (+4)
21% more capital invested
Capital invested by funds: $8.87B → $10.7B (+$1.85B)
10% more repeat investments, than reductions
Existing positions increased: 142 | Existing positions reduced: 129
8% more funds holding
Funds holding: 392 → 423 (+31)
1.96% less ownership
Funds ownership: 98.97% → 97.01% (-2%)
11% less call options, than puts
Call options by funds: $59.9M | Put options by funds: $67.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$122M |
| 2 |
Millennium Management
New York
|
+$45.2M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$32.7M |
| 4 |
AAM
Ardevora Asset Management
London,
United Kingdom
|
+$30.7M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$28.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$105M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$91.4M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$86.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$84.8M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$72.5M |
MTN Hedge Fund Activity: Q2 2018 in Review
423 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q2 2018, worth a combined $10.7B — up 21% from $8.87B a quarter earlier.
Buyers outnumbered sellers: 76 funds opened new MTN positions and 39 closed out — a net gain of 37 holders — while 142 added to existing stakes and 129 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $122M. The largest seller was Goldman Sachs, cutting an estimated $105M.
- 423 institutional investors held Vail Resorts (MTN) as of Q2 2018, up from 392 in Q1 2018.
- Funds reported $10.7B of Vail Resorts stock for Q2 2018, up 21% quarter-over-quarter.
- 76 funds opened new Vail Resorts positions in Q2 2018 and 39 closed out, a net change of +37 holders.
- The largest Vail Resorts buyer in Q2 2018 was Principal Financial Group, an estimated $122M added.
- The largest Vail Resorts seller in Q2 2018 was Goldman Sachs, an estimated $105M sold.
Based on aggregated 13F filings for Q2 2018.