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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
CPG
876
Cornerstone Planning Group
New Jersey
$8.77K -$574 -6 -7%
OAJ
877
Ogorek Anthony Joseph
New York
$8K
RI
878
Ridgewood Investments
New Jersey
$7.97K +$7.94K +83 New
BCMLT
879
Beacon Capital Management LLC (Tennessee)
Tennessee
$7.36K
EWP
880
Elevation Wealth Partners
California
$7.35K -$2.77K -29 -27%
MAM
881
Marquette Asset Management
Minnesota
$7.26K
AFS
882
Annapolis Financial Services
Maryland
$7.16K
BWAM
883
Boyd Watterson Asset Management
Ohio
$7.16K
FCT
884
First Community Trust
Iowa
$7.16K
HFS
885
Hantz Financial Services
Michigan
$7K -$1.05K -11 -13%
JWA
886
JFS Wealth Advisors
Pennsylvania
$6.78K -$191 -2 -3%
AF
887
Aviso Financial
Ontario, Canada
$6.5K +$6.5K +68 New
MWA
888
MFA Wealth Advisors
Pennsylvania
$6.4K +$6.41K +67 New
MSFP
889
Mark Sheptoff Financial Planning
Connecticut
$6.3K
SN
890
Sittner & Nelson
Oregon
$6.21K
AWM
891
Abound Wealth Management
Tennessee
$6.11K
BC
892
Barrett & Company
Rhode Island
$6.01K
FMTCOCP
893
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$6K -$6.69K -70 -51%
PP
894
PFS Partners
New Jersey
$5.93K
PWMG
895
Prestige Wealth Management Group
New Jersey
$5.45K
SWA
896
SOA Wealth Advisors
New York
$5.25K -$6.12K -64 -54%
MCM
897
MV Capital Management
Maryland
$4.96K +$861 +9 +21%
TSWM
898
Tyler-Stone Wealth Management
Ohio
$4.87K
CFFP
899
Center for Financial Planning
Michigan
$4.77K
CTB
900
Country Trust Bank
Illinois
$4.77K