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Veralto
VLTO

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: 1,048 → 1,020 (-28)

20% less funds holding in top 10

Funds holding in top 10: 5 → 4 (-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

Top Buyers

Rank Fund Capital Flow
1
Amundi
Amundi
France
+$162M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$130M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$74.3M
4
RM
Rudius Management
New York
+$71.3M
5
Renaissance Technologies
Renaissance Technologies
New York
+$64.3M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$517M
2
Swedbank
Swedbank
Sweden
-$211M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$185M
4
MBI
Montrusco Bolton Investments
Quebec, Canada
-$103M
5
Invesco
Invesco
Georgia
-$98.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAMG
976
Voisard Asset Management Group
Michigan
$887 -$415 -5 -33%
CWM
977
Cranbrook Wealth Management
Michigan
$887 – – –
VWM
978
Valley Wealth Managers
New Jersey
$798 – – –
NECFA
979
New England Capital Financial Advisors
Connecticut
$711 – – –
TLA
980
Tanglewood Legacy Advisors
Texas
$709 – – –
YAL
981
Your Advocates Ltd
Texas
$709 – – –
PAG
982
Paladin Advisory Group
Iowa
$700 – – –
TCA
983
Trifecta Capital Advisors
Illinois
$621 -$3.73K -45 -87%
JGIA
984
Jackson Grant Investment Advisers
Connecticut
$621 – – –
RFG
985
REAP Financial Group
Texas
$621 – – –
GJWM
986
Gilliland Jeter Wealth Management
Arkansas
$621 +$580 +7 New
MAM
987
MMA Asset Management
Pennsylvania
$621 +$580 +7 New
RWPA
988
Richard W. Paul & Associates
Michigan
$620 -$68.6K -827 -99%
JFA
989
JNBA Financial Advisors
Minnesota
$532 – – –
LIM
990
Longfellow Investment Management
Massachusetts
$532 – – –
PCFFS
991
Pacific Center for Financial Services
California
$532 – – –
RWM
992
Ruedi Wealth Management
Illinois
$532 – – –
WWM
993
Wolff Wiese Magana
California
$532 – – –
NRG
994
Nemes Rush Group
Michigan
$444 – – –
WIA
995
Wetzel Investment Advisors
Indiana
$444 – – –
VWA
996
Valued Wealth Advisors
Utah
$356 +$332 +4 New
WAS
997
Winch Advisory Services
Wisconsin
$355 -$332 -4 -50%
AIC
998
Archer Investment Corporation
Indiana
$355 – – –
BAM
999
Byrne Asset Management
New Jersey
$355 – – –
CTWM
1000
Cherry Tree Wealth Management
Minnesota
$355 – – –
38 39
40
41 42

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.