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51 hedge funds and large institutions have $20.9M invested in Valhi in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 12 increasing their positions, 15 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 4

13% more funds holding

Funds holding: 4551 (+6)

6% more capital invested

Capital invested by funds: $19.7M → $20.9M (+$1.21M)

0.09% more ownership

Funds ownership: 4.05%4.15% (+0.09%)

20% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 15

Holders
51
Holders Change
+6
Holders Change %
+13.33%
% of All Funds
0.74%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
12
Reduced
15
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$44.7K -$66.5K -3,886 -61%
Mirae Asset Global ETFs Holdings
27
Mirae Asset Global ETFs Holdings
Hong Kong
$29K +$27.8K +1,627 New
TRCT
28
Tower Research Capital (TRC)
New York
$28.3K +$18.7K +1,093 +221%
Ohio Public Employees Retirement System (OPERS)
29
Ohio Public Employees Retirement System (OPERS)
Ohio
$24.8K -$7.23K -423 -23%
CF
30
Corebridge Financial
Texas
$23.2K +$22.2K +1,299 New
Fidelity Investments
31
Fidelity Investments
Massachusetts
$19.6K -$7.1K -415 -27%
Wells Fargo
32
Wells Fargo
California
$18.9K +$3.88K +227 +27%
IC
33
Innealta Capital
Texas
$13.7K +$13.1K +767 New
Barclays
34
Barclays
United Kingdom
$13.2K -$14.8K -867 -54%
AF
35
Allworth Financial
California
$11.9K +$12.9K +755 New
Citigroup
36
Citigroup
New York
$10.2K +$1.52K +89 +18%
IA
37
IFP Advisors
Florida
$6.24K
Russell Investments Group
38
Russell Investments Group
United Kingdom
$4.42K
AIP
39
Ameritas Investment Partners
Nebraska
$3.37K
Legal & General Group
40
Legal & General Group
United Kingdom
$3.32K
California State Teachers Retirement System (CalSTRS)
41
California State Teachers Retirement System (CalSTRS)
California
$3.12K -$1.69K -99 -36%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$2.46K +$2.36K +138 New
RWMG
43
Redwood Wealth Management Group
New Jersey
$1.78K +$1.71K +100 New
BBPWM
44
Blue Bell Private Wealth Management
Pennsylvania
$1.52K
Osaic Holdings
45
Osaic Holdings
Arizona
$1.43K +$1.37K +80 New
AB
46
Amalgamated Bank
New York
$1K
Nisa Investment Advisors
47
Nisa Investment Advisors
Missouri
$232
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$232 +$222 +13 New
HNB
49
Hilltop National Bank
Wyoming
$214
NA
50
NewEdge Advisors
Louisiana
$53 -$137 -8 -73%

VHI Hedge Fund Activity: Q2 2024 in Review

51 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Valhi (VHI) for Q2 2024, worth a combined $20.9M — up 6.2% from $19.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new VHI positions and 4 closed out — a net gain of 6 holders — while 12 added to existing stakes and 15 trimmed.

The largest buyer was Advisory Services Network, opening a new position worth an estimated $217K. The largest seller was BlackRock, cutting an estimated $94.6K.

  • 51 institutional investors held Valhi (VHI) as of Q2 2024, up from 45 in Q1 2024.
  • Funds reported $20.9M of Valhi stock for Q2 2024, up 6.2% quarter-over-quarter.
  • 10 funds opened new Valhi positions in Q2 2024 and 4 closed out, a net change of +6 holders.
  • The largest Valhi buyer in Q2 2024 was Advisory Services Network, an estimated $217K added.
  • The largest Valhi seller in Q2 2024 was BlackRock, an estimated $94.6K sold.

Based on aggregated 13F filings for Q2 2024.