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79 hedge funds and large institutions have $54.2M invested in Valhi in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 18 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 6

97% more capital invested

Capital invested by funds: $27.6M → $54.2M (+$26.6M)

41% more funds holding

Funds holding: 5679 (+23)

0.9% more ownership

Funds ownership: 3.33%4.23% (+0.9%)

22% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 23

Holders
79
Holders Change
+23
Holders Change %
+41.07%
% of All Funds
1.33%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
18
Reduced
23
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
51
Bank of America
North Carolina
$142K -$64.2K -1,614 -34%
GCM
52
Gladius Capital Management
Illinois
$60K +$52.6K +1,322 New
Deutsche Bank
53
Deutsche Bank
Germany
$52K -$6.68K -168 -13%
AIG
54
American International Group
New York
$51K -$2.75K -69 -6%
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$47K -$6.09K -153 -13%
Fidelity Investments
56
Fidelity Investments
Massachusetts
$42K -$5.33K -134 -13%
Federated Hermes
57
Federated Hermes
Pennsylvania
$35K -$11K -277 -27%
AB
58
Amalgamated Bank
New York
$14K +$557 +14 +5%
EI
59
Ellevest Inc
New York
$11K +$6.88K +173 +237%
New York State Teachers Retirement System (NYSTRS)
60
New York State Teachers Retirement System (NYSTRS)
New York
$9K
C
61
Covestor
United Kingdom
$8K -$1.11K -28 -14%
AIP
62
Ameritas Investment Partners
Nebraska
$8K
Legal & General Group
63
Legal & General Group
United Kingdom
$8K
Citigroup
64
Citigroup
New York
$8K +$2.82K +71 +68%
UBS Group
65
UBS Group
Switzerland
$7K -$50.7K -1,274 -88%
TRCT
66
Tower Research Capital (TRC)
New York
$7K -$11.3K -283 -63%
S
67
SignatureFD
Georgia
$7K +$6.25K +157 New
Barclays
68
Barclays
United Kingdom
$5K -$10.8K -272 -69%
BBPWM
69
Blue Bell Private Wealth Management
Pennsylvania
$4K
GWS
70
Glassman Wealth Services
Virginia
$3K -$1.87K -47 -44%
Wells Fargo
71
Wells Fargo
California
$1K -$314K -7,905 -100%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$1K -$8.83K -222 -94%
IA
73
IFP Advisors
Florida
$1K
LC
74
Lindbrook Capital
California
$1K +$517 +13 New
SWM
75
Spire Wealth Management
Virginia
$1K +$636 +16 New

VHI Hedge Fund Activity: Q2 2022 in Review

79 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Valhi (VHI) for Q2 2022, worth a combined $54.2M — up 97% from $27.6M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VHI positions and 6 closed out — a net gain of 24 holders — while 18 added to existing stakes and 23 trimmed.

The largest buyer was EAM Global Investors, opening a new position worth an estimated $1.49M. The largest seller was Raymond James & Associates, cutting an estimated $2.31M.

  • 79 institutional investors held Valhi (VHI) as of Q2 2022, up from 56 in Q1 2022.
  • Funds reported $54.2M of Valhi stock for Q2 2022, up 97% quarter-over-quarter.
  • 30 funds opened new Valhi positions in Q2 2022 and 6 closed out, a net change of +24 holders.
  • The largest Valhi buyer in Q2 2022 was EAM Global Investors, an estimated $1.49M added.
  • The largest Valhi seller in Q2 2022 was Raymond James & Associates, an estimated $2.31M sold.

Based on aggregated 13F filings for Q2 2022.