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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
VNA
876
Valley National Advisers
Pennsylvania
$8K
IGWM
877
ICA Group Wealth Management
Colorado
$7.98K -$829 -10 -10%
SC
878
Steph & Co
Wisconsin
$7.45K +$3.73K +45 +115%
LFG
879
Larson Financial Group
Missouri
$7.27K -$166 -2 -2%
VWM
880
Venturi Wealth Management
Texas
$7K -$84K -1,013 -93%
OAJ
881
Ogorek Anthony Joseph
New York
$7K
FCG
882
Financial Connections Group
California
$7K +$5.64K +68 New
BCMLT
883
Beacon Capital Management LLC (Tennessee)
Tennessee
$6.83K +$6.38K +77 New
AF
884
Arrow Financial
New York
$6.83K -$142K -1,715 -96%
MAM
885
Marquette Asset Management
Minnesota
$6.74K -$3.15K -38 -33%
BWAM
886
Boyd Watterson Asset Management
Ohio
$6.65K -$28K -338 -82%
OC
887
Oakworth Capital
Alabama
$6.65K -$1.74K -21 -22%
FCT
888
First Community Trust
Iowa
$6.65K
AFS
889
Annapolis Financial Services
Maryland
$6.65K +$2.32K +28 +60%
PK
890
Pflug Koory
Nebraska
$6.65K -$1.33K -16 -18%
BSC
891
Brown Shipley & Co
United Kingdom
$6.53K -$12.8K -154 -67%
JWA
892
JFS Wealth Advisors
Pennsylvania
$6.47K -$166 -2 -3%
HCM
893
Highlander Capital Management
New Jersey
$5.85K
MSFP
894
Mark Sheptoff Financial Planning
Connecticut
$5.85K +$5.47K +66 New
SN
895
Sittner & Nelson
Oregon
$5.76K -$1.99K -24 -27%
AWM
896
Abound Wealth Management
Tennessee
$5.67K
BC
897
Barrett & Company
Rhode Island
$5.59K
PP
898
PFS Partners
New Jersey
$5.5K
FWM
899
FSA Wealth Management
Massachusetts
$5.32K
IRC
900
Investors Research Corp
Georgia
$5.23K

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.