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VAL

Valspar
VAL

Delisted

VAL was delisted on the 31st of May, 2017.

293 hedge funds and large institutions have $4.53B invested in Valspar in 2015 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 96 increasing their positions, 108 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more call options, than puts

Call options by funds: $19M | Put options by funds: $7.18M

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

3% less funds holding

Funds holding: 302293 (-9)

10% less capital invested

Capital invested by funds: $5.01B → $4.53B (-$484M)

11% less repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 108

25% less first-time investments, than exits

New positions opened: 24 | Existing positions closed: 32

Holders
293
Holders Change
-9
Holders Change %
-2.98%
% of All Funds
8.18%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.25%
New
24
Increased
96
Reduced
108
Closed
32
Calls
$19M
Puts
$7.18M
Net Calls
+$11.8M
Net Calls Change
+$6.61M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$395M -$3.98M -50,792 -0.9%
IAM
2
Iridian Asset Management
Connecticut
$330M +$113M +1,441,496 +46%
Capital Research Global Investors
3
Capital Research Global Investors
California
$304M +$11.4M +145,000 +4%
Bank of New York Mellon
4
Bank of New York Mellon
New York
$257M +$2.31M +29,451 +0.8%
State Street
5
State Street
Massachusetts
$224M -$76K -969 -0%
MPI
6
Mairs & Power Inc
Minnesota
$205M -$472K -6,022 -0.2%
Boston Partners
7
Boston Partners
Massachusetts
$203M +$23.9M +304,854 +12%
BFA
8
BlackRock Fund Advisors
California
$178M +$979K +12,484 +0.5%
EARNEST Partners
9
EARNEST Partners
Georgia
$155M -$9.77M -124,616 -5%
BIT
10
BlackRock Institutional Trust
California
$154M -$1.13M -14,359 -0.7%
WRF
11
Waddell & Reed Financial
Kansas
$117M +$35.7M +454,834 +39%
AAMU
12
Amundi Asset Management US
Massachusetts
$107M -$3.17M -40,361 -3%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$107M +$47.8M +609,995 +70%
DAC
14
Dividend Assets Capital
South Carolina
$95.4M +$830K +10,585 +0.8%
AFG
15
Albion Financial Group
Utah
$88.4M
American Century Companies
16
American Century Companies
Missouri
$68M -$10.2K -130 -0%
Bank of America
17
Bank of America
North Carolina
$63.2M -$15.4M -195,714 -18%
PA
18
Pinnacle Associates
New York
$56.4M -$1.6M -20,453 -3%
PAM
19
Palisade Asset Management
Minnesota
$53.6M -$78.4K -1,000 -0.1%
PRO
20
Pensioenfonds Rail & OV
Netherlands
$52.9M
JRP
21
Jasper Ridge Partners
California
$52.8M -$644K -8,211 -1%
Northern Trust
22
Northern Trust
Illinois
$52M -$618K -7,881 -1%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$51.2M +$1.95M +24,830 +4%
Norges Bank
24
Norges Bank
Norway
$47.8M
Point72 Asset Management
25
Point72 Asset Management
Connecticut
$46.3M +$1.51M +19,200 +3%

VAL Hedge Fund Activity: Q3 2015 in Review

293 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Valspar (VAL) for Q3 2015, worth a combined $4.53B — down 9.7% from $5.01B a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of VAL and 24 opened new positions — a net loss of 8 holders — while 108 trimmed existing stakes and 96 added.

The largest buyer was Iridian Asset Management, adding an estimated $113M. The largest seller was ArrowMark Colorado Holdings, exiting entirely with an estimated $29.4M sold.

  • 293 institutional investors held Valspar (VAL) as of Q3 2015, down from 302 in Q2 2015.
  • Funds reported $4.53B of Valspar stock for Q3 2015, down 9.7% quarter-over-quarter.
  • 24 funds opened new Valspar positions in Q3 2015 and 32 closed out, a net change of -8 holders.
  • The largest Valspar buyer in Q3 2015 was Iridian Asset Management, an estimated $113M added.
  • The largest Valspar seller in Q3 2015 was ArrowMark Colorado Holdings, an estimated $29.4M sold.

Based on aggregated 13F filings for Q3 2015.