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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
FI
526
Fractal Investments
Connecticut
$443K
JRP
527
Jasper Ridge Partners
California
$443K
BFG
528
Bleakley Financial Group
New Jersey
$442K -$17.6K -212 -4%
KC
529
Kingfisher Capital
North Carolina
$441K -$56.3K -679 -12%
SW
530
Simplicity Wealth
New Jersey
$441K +$412K +4,972 New
FCBT
531
First Citizens Bank & Trust
North Carolina
$438K +$168K +2,028 +70%
NIM
532
NEOS Investment Management
Connecticut
$437K +$152K +1,829 +59%
GLR
533
Great Lakes Retirement
Ohio
$437K -$7.71K -93 -2%
SCTC
534
Sanibel Captiva Trust Company
Florida
$436K -$29.4K -355 -7%
FNT
535
First National Trust
Pennsylvania
$433K -$533K -6,433 -57%
ET
536
Equitable Trust
Tennessee
$433K +$17.7K +213 +5%
BFO
537
Boston Family Office
Massachusetts
$432K -$82.2K -991 -17%
1SB
538
1ST Source Bank
Indiana
$431K -$211K -2,545 -34%
IC
539
IEQ Capital
California
$424K +$32.2K +388 +9%
CCT
540
Capital City Trust
Florida
$423K -$48.8K -589 -11%
AAS
541
Avantax Advisory Services
Texas
$423K +$7.21K +87 +2%
Carson Wealth (CWM LLC)
542
Carson Wealth (CWM LLC)
Nebraska
$419K -$1.16K -14 -0.3%
BCWM
543
Bartlett & Co Wealth Management
Ohio
$416K -$619K -7,463 -61%
Fiera Capital (Canada)
544
Fiera Capital (Canada)
Quebec, Canada
$412K -$1.07M -12,937 -74%
CWA
545
CM Wealth Advisors
Ohio
$411K +$350K +4,221 New
NIA
546
NIA Impact Advisors
California
$409K +$383K +4,613 New
DWM
547
Destination Wealth Management
California
$407K -$3.46M -41,774 -90%
CBNLCF
548
Cognios Beta Neutral Large Cap Fund
Kansas
$406K -$65.5K -790 -15%
SAM
549
Shell Asset Management
Netherlands
$406K -$453K -5,467 -56%
IAN
550
Integrated Advisors Network
Texas
$399K -$1.33K -16 -0.4%

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.