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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
NC
1001
NewSquare Capital
Pennsylvania
$355 – – –
OLVIG
1002
Oliver Lagore Vanvalin Investment Group
Michigan
$355 – – –
TWP
1003
TFO Wealth Partners
Ohio
$355 – – –
TAM
1004
Tucker Asset Management
Colorado
$266 -$912 -11 -79%
PIS
1005
POM Investment Strategies
North Carolina
$266 – – –
FFWA
1006
FRG Family Wealth Advisors
Washington
$187 +$166 +2 New
FFA
1007
Frazier Financial Advisors
Ohio
$178 -$2.16K -26 -93%
FGAM
1008
Financial Gravity Asset Management
Texas
$155 +$166 +2 New
BMC
1009
Bear Mountain Capital
Washington
$91 – – –
RFS
1010
Richardson Financial Services
Massachusetts
$89 -$249 -3 -75%
CP
1011
Castleview Partners
Texas
$89 – – –
IWP
1012
IAG Wealth Partners
Wisconsin
$89 – – –
IIM
1013
Intact Investment Management
Quebec, Canada
$89 – – –
SIC
1014
SJS Investment Consulting
Ohio
$89 – – –
CIAS
1015
CBIZ Investment Advisory Services
Ohio
$89 +$83 +1 New
GWP
1016
Gen-Wealth Partners
Michigan
$89 +$83 +1 New
TCM
1017
TD Capital Management
Tennessee
$89 +$83 +1 New
DWM
1018
Dogwood Wealth Management
Kansas
$2 – – –
Swedbank
1019
Swedbank
Sweden
– -$211M -2,569,751 Closed
MBI
1020
Montrusco Bolton Investments
Quebec, Canada
– -$103M -1,273,670 Closed
GIM
1021
Generation Investment Management
United Kingdom
– -$74.1M -901,343 Closed
IIP
1022
Intermede Investment Partners
United Kingdom
– -$73M -887,631 Closed
HL
1023
Harding Loevner
New Jersey
– -$31.4M -381,648 Closed
State Board of Administration of Florida Retirement System
1024
State Board of Administration of Florida Retirement System
Florida
– -$18.3M -221,986 Closed
Holocene Advisors
1025
Holocene Advisors
New York
– -$9.22M -112,086 Closed
39 40
41
42 43

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.