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Valhi
VHI

59 hedge funds and large institutions have $28.8M invested in Valhi in 2022 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

0.09% less ownership

Funds ownership: 4.73% → 4.63% (-0.09%)

12% less funds holding

Funds holding: 67 → 59 (-8)

14% less capital invested

Capital invested by funds: $33.6M → $28.8M (-$4.79M)

64% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 11

Holders
59
Holders Change
-8
Holders Change %
-11.94%
% of All Funds
0.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
21
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of New York Mellon
Bank of New York Mellon
New York
+$1.24M
2
Prudential Financial
Prudential Financial
New Jersey
+$518K
3
Millennium Management
Millennium Management
New York
+$470K
4
BCM
Bridgeway Capital Management
Texas
+$332K
5
Citadel Advisors
Citadel Advisors
Florida
+$243K

Top Sellers

1
CIBC World Market
CIBC World Market
Ontario, Canada
-$1.15M
2
Renaissance Technologies
Renaissance Technologies
New York
-$446K
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$444K
4
Two Sigma Investments
Two Sigma Investments
New York
-$307K
5
Axa
Axa
France
-$237K
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Teachers Retirement System (NYSTRS)
51
New York State Teachers Retirement System (NYSTRS)
New York
$4K – – –
C
52
Covestor
United Kingdom
$2K +$2.58K +106 +5,300%
BBPWM
53
Blue Bell Private Wealth Management
Pennsylvania
$1.87K – – –
IA
54
IFP Advisors
Florida
$1K – – –
AWM
55
Accurate Wealth Management
Florida
$982 +$996 +41 New
First Manhattan
56
First Manhattan
New York
$792 – – –
NA
57
NewEdge Advisors
Louisiana
$594 +$656 +27 New
Citigroup
58
Citigroup
New York
$396 -$486 -20 -53%
Wells Fargo
59
Wells Fargo
California
$22 – – –
CIBC World Market
60
CIBC World Market
Ontario, Canada
– -$1.15M -45,799 Closed
Two Sigma Investments
61
Two Sigma Investments
New York
– -$307K -12,210 Closed
Axa
62
Axa
France
– -$237K -9,400 Closed
HCM
63
Howland Capital Management
Massachusetts
– -$226K -9,000 Closed
B
64
Bellecapital
Switzerland
– -$220K -8,745 Closed
SEI Investments
65
SEI Investments
Pennsylvania
– -$201K -8,010 Closed
HIM
66
Hillsdale Investment Management
Ontario, Canada
– -$135K -5,366 Closed
EI
67
Ellevest Inc
New York
– -$2K -65 Closed
LC
68
Lindbrook Capital
California
– -$1K -52 Closed
1 2
3

VHI Hedge Fund Activity: Q4 2022 in Review

59 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Valhi (VHI) for Q4 2022, worth a combined $28.8M — down 14% from $33.6M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of VHI and 4 opened new positions — a net loss of 7 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Bank of New York Mellon, adding an estimated $1.24M. The largest seller was CIBC World Market, exiting entirely with an estimated $1.15M sold.

  • 59 institutional investors held Valhi (VHI) as of Q4 2022, down from 67 in Q3 2022.
  • Funds reported $28.8M of Valhi stock for Q4 2022, down 14% quarter-over-quarter.
  • 4 funds opened new Valhi positions in Q4 2022 and 11 closed out, a net change of -7 holders.
  • The largest Valhi buyer in Q4 2022 was Bank of New York Mellon, an estimated $1.24M added.
  • The largest Valhi seller in Q4 2022 was CIBC World Market, an estimated $1.15M sold.

Based on aggregated 13F filings for Q4 2022.