Vail Resorts
440 hedge funds and large institutions have $10.7B invested in Vail Resorts in 2018 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 157 increasing their positions, 143 reducing their positions, and 35 closing their positions.
54% more first-time investments, than exits
New positions opened: 54 | Existing positions closed: 35
4% more funds holding
Funds holding: 423 → 440 (+17)
10% more repeat investments, than reductions
Existing positions increased: 157 | Existing positions reduced: 143
0% less capital invested
Capital invested by funds: $10.7B → $10.7B (-$50.9M)
0.55% less ownership
Funds ownership: 97.01% → 96.46% (-0.55%)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
37% less call options, than puts
Call options by funds: $51.3M | Put options by funds: $81.7M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Principal Financial Group
Des Moines,
Iowa
|
+$94.7M |
| 2 |
Marshall Wace
London,
United Kingdom
|
+$50.6M |
| 3 |
Morgan Stanley
New York
|
+$41.3M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$30.3M |
| 5 |
Legal & General Group
London,
United Kingdom
|
+$29.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
William Blair Investment Management
Chicago,
Illinois
|
-$71.8M |
| 2 |
American Century Companies
Kansas City,
Missouri
|
-$69.1M |
| 3 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$44.6M |
| 4 |
TCIM
TIAA CREF Investment Management
New York
|
-$30.1M |
| 5 |
FAM
Fred Alger Management
New York
|
-$28.2M |
MTN Hedge Fund Activity: Q3 2018 in Review
440 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Vail Resorts (MTN) for Q3 2018, worth a combined $10.7B — down 0.47% from $10.7B a quarter earlier.
Buyers outnumbered sellers: 54 funds opened new MTN positions and 35 closed out — a net gain of 19 holders — while 157 added to existing stakes and 143 trimmed.
The largest buyer was Principal Financial Group, adding an estimated $94.7M. The largest seller was William Blair Investment Management, cutting an estimated $71.8M.
- 440 institutional investors held Vail Resorts (MTN) as of Q3 2018, up from 423 in Q2 2018.
- Funds reported $10.7B of Vail Resorts stock for Q3 2018, down 0.47% quarter-over-quarter.
- 54 funds opened new Vail Resorts positions in Q3 2018 and 35 closed out, a net change of +19 holders.
- The largest Vail Resorts buyer in Q3 2018 was Principal Financial Group, an estimated $94.7M added.
- The largest Vail Resorts seller in Q3 2018 was William Blair Investment Management, an estimated $71.8M sold.
Based on aggregated 13F filings for Q3 2018.