Vulcan Materials
VMC
402 hedge funds and large institutions have $9.95B invested in Vulcan Materials in 2015 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 123 increasing their positions, 147 reducing their positions, and 32 closing their positions.
159% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 32
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
36% more call options, than puts
Call options by funds: $80M | Put options by funds: $58.7M
13% more funds holding
Funds holding: 355 → 402 (+47)
0.45% less ownership
Funds ownership: 89.81% → 89.35% (-0.45%)
5% less capital invested
Capital invested by funds: $10.4B → $9.95B (-$488M)
16% less repeat investments, than reductions
Existing positions increased: 123 | Existing positions reduced: 147
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$133M |
| 2 |
LPC
Lone Pine Capital
Greenwich,
Connecticut
|
+$110M |
| 3 |
FAM
Fred Alger Management
New York
|
+$93.2M |
| 4 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
+$91.1M |
| 5 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$68.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$208M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$145M |
| 3 |
First Eagle Investment Management
New York
|
-$69.7M |
| 4 |
O
OppenheimerFunds
New York
|
-$61.6M |
| 5 |
Bank of New York Mellon
New York
|
-$43.4M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCC
426
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| – | -$100K | -1,515 | Closed |
|
|
EPM
427
Equitec Proprietary Markets
Chicago,
Illinois
| – | -$78K | -1,189 | Closed |
|
|
NPC
428
National Planning Corporation
El Segundo,
California
| – | -$69.5K | -1,050 | Closed |
|
|
PSC
429
Prentiss Smith & Co
Brattleboro,
Vermont
| – | -$39K | -600 | Closed |
|
430
Envestnet Asset Management
Chicago,
Illinois
| – | -$14K | -219 | Closed |
|
|
AA
431
Apriem Advisors
Irvine,
California
| – | -$13K | -200 | Closed |
|
|
MCM
432
Manchester Capital Management
Manchester,
Vermont
| – | -$2K | -37 | Closed |
|
|
RC
433
RegentAtlantic Capital
Morristown,
New Jersey
| – | -$438 | -7 | Closed |
|
|
WCM
434
Wealthcare Capital Management
Richmond,
Virginia
| – | +$618 | +8 | New |
|
VMC Hedge Fund Activity: Q1 2015 in Review
402 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q1 2015, worth a combined $9.95B — down 4.7% from $10.4B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new VMC positions and 32 closed out — a net gain of 51 holders — while 123 added to existing stakes and 147 trimmed.
The largest buyer was Wells Fargo, adding an estimated $133M. The largest seller was PFM Health Sciences, cutting an estimated $208M.
- 402 institutional investors held Vulcan Materials (VMC) as of Q1 2015, up from 355 in Q4 2014.
- Funds reported $9.95B of Vulcan Materials stock for Q1 2015, down 4.7% quarter-over-quarter.
- 83 funds opened new Vulcan Materials positions in Q1 2015 and 32 closed out, a net change of +51 holders.
- The largest Vulcan Materials buyer in Q1 2015 was Wells Fargo, an estimated $133M added.
- The largest Vulcan Materials seller in Q1 2015 was PFM Health Sciences, an estimated $208M sold.
Based on aggregated 13F filings for Q1 2015.