Valhi
VHI
57 hedge funds and large institutions have $21.9M invested in Valhi in 2023 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 7 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 18
0.19% less ownership
Funds ownership: 4.63% → 4.45% (-0.19%)
3% less funds holding
Funds holding: 59 → 57 (-2)
24% less capital invested
Capital invested by funds: $28.8M → $21.9M (-$6.93M)
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Top Buyers
| 1 |
HCM
Howland Capital Management
Boston,
Massachusetts
|
+$434K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$339K |
| 3 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$306K |
| 4 |
Renaissance Technologies
New York
|
+$282K |
| 5 |
Goldman Sachs
New York
|
+$272K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Legal & General Group
London,
United Kingdom
| $3.26K | – | – | – |
|
52
New York State Teachers Retirement System (NYSTRS)
Albany,
New York
| $3K | – | – | – |
|
|
BBPWM
53
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| $1.48K | – | – | – |
|
54
First Manhattan
New York
| $626 | – | – | – |
|
55
Citigroup
New York
| $35 | -$361 | -16 | -89% |
|
56
Arrowstreet Capital
Boston,
Massachusetts
| – | -$474K | -21,559 | Closed |
|
|
OSAM
57
O'Shaughnessy Asset Management
Stamford,
Connecticut
| – | -$298K | -13,546 | Closed |
|
58
Vanguard Group
Malvern,
Pennsylvania
| – | -$208K | -9,445 | Closed |
|
59
Lazard Asset Management
New York
| – | -$114K | -5,214 | Closed |
|
|
MCC
60
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$4.4K | -200 | Closed |
|
|
C
61
Covestor
London,
United Kingdom
| – | -$2.35K | -104 | -96% |
|
|
AWM
62
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$982 | -41 | Closed |
|
|
NA
63
NewEdge Advisors
New Orleans,
Louisiana
| – | -$594 | -27 | Closed |
|
64
Nisa Investment Advisors
St. Louis,
Missouri
| – | +$113 | +5 | New |
|
VHI Hedge Fund Activity: Q1 2023 in Review
57 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Valhi (VHI) for Q1 2023, worth a combined $21.9M — down 24% from $28.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of VHI and 5 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 23 added.
The largest buyer was Howland Capital Management, opening a new position worth an estimated $434K. The largest seller was AQR Capital Management, cutting an estimated $1.49M.
- 57 institutional investors held Valhi (VHI) as of Q1 2023, down from 59 in Q4 2022.
- Funds reported $21.9M of Valhi stock for Q1 2023, down 24% quarter-over-quarter.
- 5 funds opened new Valhi positions in Q1 2023 and 7 closed out, a net change of -2 holders.
- The largest Valhi buyer in Q1 2023 was Howland Capital Management, an estimated $434K added.
- The largest Valhi seller in Q1 2023 was AQR Capital Management, an estimated $1.49M sold.
Based on aggregated 13F filings for Q1 2023.