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45 hedge funds and large institutions have $19.7M invested in Valhi in 2024 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 20 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more capital invested

Capital invested by funds: $17.9M → $19.7M (+$1.76M)

0.12% less ownership

Funds ownership: 4.18%4.05% (-0.12%)

4% less funds holding

Funds holding: 4745 (-2)

40% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 5

50% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 20

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.65%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
3
Increased
10
Reduced
20
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
26
Ohio Public Employees Retirement System (OPERS)
Ohio
$31.1K -$1.12K -78 -4%
Barclays
27
Barclays
United Kingdom
$27.6K -$23.9K -1,664 -51%
Fidelity Investments
28
Fidelity Investments
Massachusetts
$26K +$388 +27 +2%
AIG
29
American International Group
New York
$20.4K -$158 -11 -0.9%
Wells Fargo
30
Wells Fargo
California
$14.4K +$1.55K +108 +15%
TRCT
31
Tower Research Capital (TRC)
New York
$8.49K -$3.26K -227 -31%
Citigroup
32
Citigroup
New York
$8.28K +$2.62K +182 +61%
IA
33
IFP Advisors
Florida
$6.01K
California State Teachers Retirement System (CalSTRS)
34
California State Teachers Retirement System (CalSTRS)
California
$4.71K -$1.78K -124 -31%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$4.26K
AIP
36
Ameritas Investment Partners
Nebraska
$3.25K
Legal & General Group
37
Legal & General Group
United Kingdom
$3.21K
C
38
Covestor
United Kingdom
$2K -$503 -35 -28%
BBPWM
39
Blue Bell Private Wealth Management
Pennsylvania
$1.46K
AB
40
Amalgamated Bank
New York
$1K -$2.03K -141 -63%
First Manhattan
41
First Manhattan
New York
$618
FSWA
42
Financial Synergies Wealth Advisors
Texas
$430 +$360 +25 New
Nisa Investment Advisors
43
Nisa Investment Advisors
Missouri
$223
HNB
44
Hilltop National Bank
Wyoming
$206 +$173 +12 New
NA
45
NewEdge Advisors
Louisiana
$189
Prudential Financial
46
Prudential Financial
New Jersey
-$292K -19,196 Closed
MAM
47
Martingale Asset Management
Massachusetts
-$158K -10,400 Closed
GG
48
Greenwood Gearhart
Arkansas
-$83.3K -5,483 Closed
Qube Research & Technologies (QRT)
49
Qube Research & Technologies (QRT)
United Kingdom
-$1.17K -77 Closed
ASN
50
Advisory Services Network
Georgia
-$638 -42 Closed

VHI Hedge Fund Activity: Q1 2024 in Review

45 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Valhi (VHI) for Q1 2024, worth a combined $19.7M — up 9.8% from $17.9M a quarter earlier.

Sellers outnumbered buyers: 5 funds closed out of VHI and 3 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 10 added.

The largest buyer was Penn Mutual Asset Management, opening a new position worth an estimated $146K. The largest seller was Prudential Financial, exiting entirely with an estimated $292K sold.

  • 45 institutional investors held Valhi (VHI) as of Q1 2024, down from 47 in Q4 2023.
  • Funds reported $19.7M of Valhi stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 3 funds opened new Valhi positions in Q1 2024 and 5 closed out, a net change of -2 holders.
  • The largest Valhi buyer in Q1 2024 was Penn Mutual Asset Management, an estimated $146K added.
  • The largest Valhi seller in Q1 2024 was Prudential Financial, an estimated $292K sold.

Based on aggregated 13F filings for Q1 2024.