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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
PFBT
726
Parkside Financial Bank & Trust
Missouri
$113K -$574 -6 -0.5%
LC
727
Lindbrook Capital
California
$112K
BFEC
728
Benjamin F. Edwards & Company
Missouri
$110K -$1.91K -20 -2%
NL
729
NVWM LLC
Pennsylvania
$109K -$62.4K -653 -36%
CTA
730
Colonial Trust Advisors
South Carolina
$109K
N
731
Natixis
France
$107K -$100K -1,046 -48%
WT
732
Washington Trust
Rhode Island
$105K -$2.2K -23 -2%
SS
733
Sunbelt Securities
Texas
$96.9K -$7.75K -81 -7%
CWC
734
Carolinas Wealth Consulting
North Carolina
$96.8K +$95.8K +1,002 +8,350%
TFM
735
TFC Financial Management
Massachusetts
$95.7K +$96 +1 +0.1%
PMFA
736
Plante Moran Financial Advisors
Michigan
$91.7K -$2.39K -25 -3%
EWA
737
EverSource Wealth Advisors
Alabama
$91.3K +$4.4K +46 +6%
PFPT
738
Pinnacle Financial Partners (Tennessee)
Tennessee
$89.4K
WOC
739
West Oak Capital
California
$86.7K -$112K -1,166 -56%
ATPW
740
Ashton Thomas Private Wealth
Arizona
$85.5K +$85.7K +896 New
EDRH
741
Edmond de Rothschild Holding
Switzerland
$83.9K -$38.1K -398 -31%
JFGIW
742
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81.7K +$59.2K +619 +262%
IBOK
743
Independence Bank of Kentucky
Kentucky
$79.8K -$6.98K -73 -8%
FHA
744
First Horizon Advisors
Tennessee
$78.7K -$2.49K -26 -3%
MRCM
745
M&R Capital Management
New Jersey
$78.6K
CSC
746
Caldwell Sutter Capital
California
$76.4K -$27K -282 -26%
TFA
747
Toth Financial Advisory
Virginia
$74.9K -$4.78K -50 -6%
MCM
748
Manchester Capital Management
Vermont
$73.7K -$38.9K -407 -35%
S
749
Sachetta
Massachusetts
$73.6K -$2.77K -29 -4%
ANBT
750
American National Bank & Trust
Texas
$72.9K