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64 hedge funds and large institutions have $43.9M invested in Valhi in 2024 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 17 increasing their positions, 14 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

110% more capital invested

Capital invested by funds: $20.9M → $43.9M (+$23M)

25% more funds holding

Funds holding: 5164 (+13)

21% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 14

0.52% more ownership

Funds ownership: 4.15%4.67% (+0.52%)

Holders
64
Holders Change
+13
Holders Change %
+25.49%
% of All Funds
0.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
16
Increased
17
Reduced
14
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
26
Ritholtz Wealth Management
New York
$244K +$170K +7,297 New
ASN
27
Advisory Services Network
Georgia
$226K
MAM
28
Martingale Asset Management
Massachusetts
$217K +$151K +6,500 New
RJA
29
Raymond James & Associates
Florida
$207K +$144K +6,200 New
Bank of America
30
Bank of America
North Carolina
$191K -$22.4K -962 -14%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$158K +$233 +10 +0.2%
AW
32
Avion Wealth
Texas
$145K +$102K +4,372 New
RhumbLine Advisers
33
RhumbLine Advisers
Massachusetts
$129K +$2.45K +105 +3%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$114K
Barclays
35
Barclays
United Kingdom
$104K +$55.6K +2,389 +323%
Citigroup
36
Citigroup
New York
$59.9K +$28.5K +1,223 +214%
JP Morgan Chase
37
JP Morgan Chase
New York
$49.4K -$23.9K -1,026 -41%
Lazard Asset Management
38
Lazard Asset Management
New York
$47K +$33.4K +1,433 New
Mirae Asset Global ETFs Holdings
39
Mirae Asset Global ETFs Holdings
Hong Kong
$44K -$7.2K -309 -19%
CF
40
Corebridge Financial
Texas
$43.1K -$186 -8 -0.6%
Ohio Public Employees Retirement System (OPERS)
41
Ohio Public Employees Retirement System (OPERS)
Ohio
$40.3K -$4.22K -181 -13%
UBS Group
42
UBS Group
Switzerland
$38.4K -$55.5K -2,381 -67%
Fidelity Investments
43
Fidelity Investments
Massachusetts
$37.5K +$512 +22 +2%
Wells Fargo
44
Wells Fargo
California
$37K +$1.09K +47 +4%
AF
45
Allworth Financial
California
$25.2K
HCA
46
Harbor Capital Advisors
Illinois
$13K +$9.27K +398 New
IA
47
IFP Advisors
Florida
$11.7K
Russell Investments Group
48
Russell Investments Group
United Kingdom
$9.74K +$1.02K +44 +18%
TRCT
49
Tower Research Capital (TRC)
New York
$9.04K -$30.7K -1,316 -83%
New York State Teachers Retirement System (NYSTRS)
50
New York State Teachers Retirement System (NYSTRS)
New York
$7K +$5.13K +220 New

VHI Hedge Fund Activity: Q3 2024 in Review

64 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valhi (VHI) for Q3 2024, worth a combined $43.9M — up 110% from $20.9M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VHI positions and 3 closed out — a net gain of 13 holders — while 17 added to existing stakes and 14 trimmed.

The largest buyer was Segall Bryant & Hamill, opening a new position worth an estimated $984K. The largest seller was Penn Mutual Asset Management, cutting an estimated $206K.

  • 64 institutional investors held Valhi (VHI) as of Q3 2024, up from 51 in Q2 2024.
  • Funds reported $43.9M of Valhi stock for Q3 2024, up 110% quarter-over-quarter.
  • 16 funds opened new Valhi positions in Q3 2024 and 3 closed out, a net change of +13 holders.
  • The largest Valhi buyer in Q3 2024 was Segall Bryant & Hamill, an estimated $984K added.
  • The largest Valhi seller in Q3 2024 was Penn Mutual Asset Management, an estimated $206K sold.

Based on aggregated 13F filings for Q3 2024.