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Valhi
VHI

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: 51 → 64 (+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
–

Top Buyers

1
SBH
Segall Bryant & Hamill
Illinois
+$984K
2
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$399K
3
OSAM
O'Shaughnessy Asset Management
Connecticut
+$310K
4
BCM
Bridgeway Capital Management
Texas
+$296K
5
EF
Empowered Funds
Pennsylvania
+$296K

Top Sellers

1
PMAM
Penn Mutual Asset Management
Pennsylvania
-$206K
2
HCM
Howland Capital Management
Massachusetts
-$119K
3
BlackRock
BlackRock
New York
-$59.9K
4
UBS Group
UBS Group
Switzerland
-$55.5K
5
Charles Schwab
Charles Schwab
California
-$50.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIP
51
Ameritas Investment Partners
Nebraska
$6.31K – – –
Legal & General Group
52
Legal & General Group
United Kingdom
$6.24K – – –
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$5.84K – – –
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$4.61K – – –
AB
55
Amalgamated Bank
New York
$3K – – –
BBPWM
56
Blue Bell Private Wealth Management
Pennsylvania
$2.84K – – –
Osaic Holdings
57
Osaic Holdings
Arizona
$2.67K – – –
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$2K +$1K +43 +154%
Nisa Investment Advisors
59
Nisa Investment Advisors
Missouri
$1.83K +$978 +42 +323%
HNB
60
Hilltop National Bank
Wyoming
$400 – – –
CPA
61
Capital Performance Advisors
California
$367 +$256 +11 New
ACM
62
Aster Capital Management
United Arab Emirates
$267 +$186 +8 New
SCM
63
Sterling Capital Management
North Carolina
$267 +$186 +8 New
NA
64
NewEdge Advisors
Louisiana
$100 – – –
IC
65
Innealta Capital
Texas
– -$13.7K -767 Closed
RWMG
66
Redwood Wealth Management Group
New Jersey
– -$1.78K -100 Closed
Qube Research & Technologies (QRT)
67
Qube Research & Technologies (QRT)
United Kingdom
– -$232 -13 Closed
1 2
3

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.