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Valhi
VHI

79 hedge funds and large institutions have $55.6M invested in Valhi in 2017 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 27 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

221% more capital invested

Capital invested by funds: $17.3M → $55.6M (+$38.3M)

200% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 8

80% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 15

25% more funds holding

Funds holding: 63 → 79 (+16)

0.05% more ownership

Funds ownership: 0.18% → 0.22% (+0.05%)

Holders
79
Holders Change
+16
Holders Change %
+25.4%
% of All Funds
1.79%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
27
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Renaissance Technologies
Renaissance Technologies
New York
+$1.62M
2
Axa
Axa
France
+$1.62M
3
MAM
Martingale Asset Management
Massachusetts
+$979K
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$818K
5
AIM
Alambic Investment Management
California
+$674K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$438K
2
SIM
Spark Investment Management
New York
-$427K
3
Charles Schwab
Charles Schwab
California
-$317K
4
BlackRock
BlackRock
New York
-$158K
5
Macquarie Group
Macquarie Group
Australia
-$95.5K
Name Holding Trade Value Shares
Change 		Change in
Stake
SO
26
STRS Ohio
Ohio
$507K – – –
ZCM
27
Zebra Capital Management
Connecticut
$491K +$48.1K +839 +14%
Two Sigma Investments
28
Two Sigma Investments
New York
$481K +$373K +6,502 New
OAM
29
Oxford Asset Management
United Kingdom
$452K +$348K +6,066 New
Vanguard Group
30
Vanguard Group
Pennsylvania
$370K +$9.75K +170 +4%
LA
31
Lucus Advisors
New York
$330K +$256K +4,457 New
TA
32
Teachers Advisors
New York
$320K +$33K +575 +15%
Connor, Clark & Lunn Investment Management (CC&L)
33
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$300K +$109K +1,899 +88%
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$245K -$8.77K -153 -4%
OSAM
35
O'Shaughnessy Asset Management
Connecticut
$244K +$189K +3,297 New
Invesco
36
Invesco
Georgia
$240K +$15.3K +266 +9%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$239K +$168K +2,932 +961%
MC
38
Menta Capital
California
$228K +$177K +3,083 New
Citigroup
39
Citigroup
New York
$204K +$152K +2,653 +2,653%
Goldman Sachs
40
Goldman Sachs
New York
$185K +$8.48K +148 +6%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$179K +$138K +2,400 New
Creative Planning
42
Creative Planning
Kansas
$178K – – –
Manulife (Manufacturers Life Insurance)
43
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$178K +$92.1K +1,606 +198%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$150K -$5.68K -99 -5%
EGM
45
Engineers Gate Manager
New York
$143K +$111K +1,934 New
Squarepoint
46
Squarepoint
New York
$125K -$67K -1,168 -41%
UBS Group
47
UBS Group
Switzerland
$121K +$3.56K +62 +4%
CCMH
48
Cornerstone Capital Management Holdings
New York
$115K +$89.8K +1,567 New
New York State Common Retirement Fund
49
New York State Common Retirement Fund
New York
$107K – – –
JIR
50
James Investment Research
Ohio
$106K +$81.6K +1,423 New
1
2
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VHI Hedge Fund Activity: Q4 2017 in Review

79 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Valhi (VHI) for Q4 2017, worth a combined $55.6M — up 221% from $17.3M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new VHI positions and 8 closed out — a net gain of 16 holders — while 27 added to existing stakes and 15 trimmed.

The largest buyer was Renaissance Technologies, adding an estimated $1.62M. The largest seller was JP Morgan Chase, cutting an estimated $438K.

  • 79 institutional investors held Valhi (VHI) as of Q4 2017, up from 63 in Q3 2017.
  • Funds reported $55.6M of Valhi stock for Q4 2017, up 221% quarter-over-quarter.
  • 24 funds opened new Valhi positions in Q4 2017 and 8 closed out, a net change of +16 holders.
  • The largest Valhi buyer in Q4 2017 was Renaissance Technologies, an estimated $1.62M added.
  • The largest Valhi seller in Q4 2017 was JP Morgan Chase, an estimated $438K sold.

Based on aggregated 13F filings for Q4 2017.