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Veralto

1,008 hedge funds and large institutions have $21.8B invested in Veralto in 2024 Q2 according to their latest regulatory filings, with 95 funds opening new positions, 330 increasing their positions, 414 reducing their positions, and 91 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more call options, than puts

Call options by funds: $110M | Put options by funds: $17.3M

11% more capital invested

Capital invested by funds: $19.7B → $21.8B (+$2.11B)

2.37% more ownership

Funds ownership: 90.29%92.66% (+2.4%)

4% more first-time investments, than exits

New positions opened: 95 | Existing positions closed: 91

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

1% less funds holding

Funds holding: 1,0201,008 (-12)

20% less repeat investments, than reductions

Existing positions increased: 330 | Existing positions reduced: 414

Holders
1,008
Holders Change
-12
Holders Change %
-1.18%
% of All Funds
14.56%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
95
Increased
330
Reduced
414
Closed
91
Calls
$110M
Puts
$17.3M
Net Calls
+$92.6M
Net Calls Change
+$63.2M
Name Holding Trade Value Shares
Change
Change in
Stake
WIC
626
Woodmont Investment Counsel
Tennessee
$295K -$8.7K -91 -3%
BCM
627
Brookstone Capital Management
Illinois
$292K -$55.9K -585 -16%
KPWS
628
Kestra Private Wealth Services
Texas
$286K -$60.8K -636 -18%
KWA
629
Kingswood Wealth Advisors
California
$285K +$49.7K +520 +21%
RP
630
Riverbridge Partners
Minnesota
$284K -$3.92K -41 -1%
MGIA
631
Moneta Group Investment Advisors
Missouri
$277K -$956 -10 -0.3%
SOW
632
State of Wyoming
Wyoming
$274K +$275K +2,871 New
CB
633
Cadence Bank
Mississippi
$273K -$59.7K -624 -18%
AWA
634
Aaron Wealth Advisors
Illinois
$272K +$1.05K +11 +0.4%
Connor, Clark & Lunn Investment Management (CC&L)
635
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$272K +$273K +2,850 New
CHAM
636
Clear Harbor Asset Management
Connecticut
$272K -$90.2K -943 -25%
FTWA
637
Fifth Third Wealth Advisors
Ohio
$272K +$272K +2,846 New
FFA
638
Fairfield Financial Advisors
Massachusetts
$272K +$272K +2,845 New
HCM
639
Howland Capital Management
Massachusetts
$271K +$271K +2,837 New
MAS
640
Meeder Advisory Services
Ohio
$268K +$41.6K +435 +18%
OC
641
Oppenheimer & Co
New York
$266K -$32.4K -339 -11%
TCM
642
Telos Capital Management
California
$262K -$55.8K -583 -18%
DWP
643
Daymark Wealth Partners
Ohio
$261K -$29.1K -304 -10%
FHB
644
First Hawaiian Bank
Hawaii
$260K +$261K +2,725 New
GCP
645
GSA Capital Partners
United Kingdom
$259K +$259K +2,711 New
SA
646
Scarborough Advisors
Maryland
$258K
FCI
647
Financial Counselors Inc
Kansas
$258K -$77.2K -807 -23%
VVP
648
Venture Visionary Partners
Ohio
$254K +$28.4K +297 +13%
PS
649
Principal Securities
Iowa
$253K +$27.6K +289 +12%
SC
650
Searle & Co
Connecticut
$249K -$17.1K -179 -6%