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Veralto

1,020 hedge funds and large institutions have $19.7B invested in Veralto in 2024 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 267 increasing their positions, 459 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed

593% more call options, than puts

Call options by funds: $34.4M | Put options by funds: $4.96M

7% more capital invested

Capital invested by funds: $18.4B → $19.7B (+$1.34B)

0.69% less ownership

Funds ownership: 90.97%90.29% (-0.69%)

9% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 142

3% less funds holding

Funds holding: 1,0481,020 (-28)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

42% less repeat investments, than reductions

Existing positions increased: 267 | Existing positions reduced: 459

Holders
1,020
Holders Change
-28
Holders Change %
-2.67%
% of All Funds
14.69%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
129
Increased
267
Reduced
459
Closed
142
Calls
$34.4M
Puts
$4.96M
Net Calls
+$29.4M
Net Calls Change
+$18.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
476
Bank Julius Baer & Co
Switzerland
$596K -$331K -3,995 -37%
AS
477
Altshuler Shaham
Israel
$594K +$556K +6,700 New
DBG
478
De Burlo Group
Massachusetts
$589K +$551K +6,645 New
PA
479
Pinnacle Associates
New York
$580K -$83.8K -1,010 -13%
CCM
480
Coldstream Capital Management
Washington
$578K -$9.21K -111 -2%
NIM
481
Northeast Investment Management
Massachusetts
$575K -$2.29M -27,665 -81%
TMAM
482
Tokio Marine Asset Management
Japan
$575K +$103K +1,241 +24%
LNC
483
Lincoln National Corp
Pennsylvania
$563K +$110K +1,326 +26%
Wealthfront Advisers
484
Wealthfront Advisers
California
$561K +$25.9K +312 +5%
DFC
485
DB Fitzpatrick & Co
Idaho
$556K +$2.32K +28 +0.4%
TPW
486
Transatlantique Private Wealth
New York
$554K +$11.6K +140 +2%
RIM
487
Rakuten Investment Management
Japan
$550K +$454K +5,471 +741%
RMC
488
Resources Management Corp
Connecticut
$542K -$243K -2,932 -32%
SFI
489
Siemens Fonds Invest
Germany
$542K -$9.12K -110 -2%
DWM
490
Dakota Wealth Management
Florida
$535K +$124K +1,499 +33%
RJT
491
Raymond James Trust
Florida
$530K +$24.5K +296 +5%
Bessemer Group
492
Bessemer Group
New Jersey
$528K -$17.7M -213,887 -97%
CGIM
493
Capital Group Investment Management
Singapore
$528K +$102K +1,225 +26%
SW
494
SlateStone Wealth
Florida
$522K -$1.24K -15 -0.3%
TWC
495
TD Waterhouse Canada
Ontario, Canada
$515K +$141K +1,704 +42%
MA
496
Montag & Associates
Georgia
$513K -$124K -1,499 -21%
EWM
497
Evercore Wealth Management
New York
$511K -$47.8K -577 -9%
AWM
498
Apollon Wealth Management
South Carolina
$507K +$30.4K +367 +7%
CK
499
Cohen Klingenstein
New York
$502K
CA
500
Clearstead Advisors
Ohio
$499K -$48.1K -580 -10%

VLTO Hedge Fund Activity: Q1 2024 in Review

1,020 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Veralto (VLTO) for Q1 2024, worth a combined $19.7B — up 7.3% from $18.4B a quarter earlier.

Sellers outnumbered buyers: 142 funds closed out of VLTO and 129 opened new positions — a net loss of 13 holders — while 459 trimmed existing stakes and 267 added.

The largest buyer was Amundi, adding an estimated $162M. The largest seller was Morgan Stanley, cutting an estimated $517M.

  • 1,020 institutional investors held Veralto (VLTO) as of Q1 2024, down from 1,048 in Q4 2023.
  • Funds reported $19.7B of Veralto stock for Q1 2024, up 7.3% quarter-over-quarter.
  • 129 funds opened new Veralto positions in Q1 2024 and 142 closed out, a net change of -13 holders.
  • The largest Veralto buyer in Q1 2024 was Amundi, an estimated $162M added.
  • The largest Veralto seller in Q1 2024 was Morgan Stanley, an estimated $517M sold.

Based on aggregated 13F filings for Q1 2024.