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Vulcan Materials

305 hedge funds and large institutions have $8.17B invested in Vulcan Materials in 2013 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 104 increasing their positions, 102 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

270% more call options, than puts

Call options by funds: $56.7M | Put options by funds: $15.3M

52% more capital invested

Capital invested by funds: $5.37B → $8.17B (+$2.8B)

2.47% more ownership

Funds ownership: 86.15%88.63% (+2.5%)

2% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 102

4% less funds holding

Funds holding: 318305 (-13)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less first-time investments, than exits

New positions opened: 28 | Existing positions closed: 38

Holders
305
Holders Change
-13
Holders Change %
-4.09%
% of All Funds
9.89%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.1%
New
28
Increased
104
Reduced
102
Closed
38
Calls
$56.7M
Puts
$15.3M
Net Calls
+$41.4M
Net Calls Change
+$52.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Balyasny Asset Management
26
Balyasny Asset Management
Illinois
$27.2M +$11.4M +230,788 +78%
Westfield Capital Management
27
Westfield Capital Management
Massachusetts
$27.1M +$9.98M +201,720 +63%
CCI
28
Columbus Circle Investors
$25.6M -$4.77M -96,501 -16%
Goldman Sachs
29
Goldman Sachs
New York
$25.1M +$5.26M +106,270 +28%
Credit Agricole
30
Credit Agricole
France
$24M +$22.9M +463,939 New
Bank of America
31
Bank of America
North Carolina
$23.6M -$925K -18,696 -4%
UBS AM
32
UBS AM
Illinois
$20.4M +$329K +6,649 +2%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$20.2M
NCM
34
Narwhal Capital Management
Georgia
$19.6M -$65.7K -1,329 -0.4%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$17.8M -$257K -5,193 -1%
Adage Capital Partners
36
Adage Capital Partners
Massachusetts
$17.7M +$5.59M +113,000 +50%
Invesco
37
Invesco
Georgia
$17.5M +$7.47M +151,064 +81%
Charles Schwab
38
Charles Schwab
California
$16.8M +$699K +14,134 +5%
California Public Employees Retirement System
39
California Public Employees Retirement System
California
$16.3M +$35.2K +711 +0.2%
1832 Asset Management
40
1832 Asset Management
Ontario, Canada
$16.1M -$2.22M -44,787 -13%
CII
41
Chapter IV Investors
North Carolina
$15.5M +$7.42M +150,000 +100%
WMSA
42
Weiss Multi-Strategy Advisers
New York
$15M +$12.8M +258,692 +834%
Los Angeles Capital Management
43
Los Angeles Capital Management
California
$14.7M -$4.9M -99,052 -26%
AllianceBernstein
44
AllianceBernstein
Tennessee
$13.7M +$640K +12,940 +5%
BlackRock
45
BlackRock
New York
$13.5M +$210K +4,246 +2%
New York State Teachers Retirement System (NYSTRS)
46
New York State Teachers Retirement System (NYSTRS)
New York
$13M -$128K -2,590 -1%
GC
47
Guggenheim Capital
Illinois
$13M +$1.93M +39,062 +18%
KCM
48
Kingdon Capital Management
New York
$13M +$12.4M +250,000 New
BIM
49
BlackRock Investment Management
Delaware
$12.8M +$393K +7,937 +3%
Mitsubishi UFJ Trust & Banking
50
Mitsubishi UFJ Trust & Banking
Japan
$12.5M +$179K +3,627 +2%

VMC Hedge Fund Activity: Q3 2013 in Review

305 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q3 2013, worth a combined $8.17B — up 52% from $5.37B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of VMC and 28 opened new positions — a net loss of 10 holders — while 102 trimmed existing stakes and 104 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $246M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $38.6M sold.

  • 305 institutional investors held Vulcan Materials (VMC) as of Q3 2013, down from 318 in Q2 2013.
  • Funds reported $8.17B of Vulcan Materials stock for Q3 2013, up 52% quarter-over-quarter.
  • 28 funds opened new Vulcan Materials positions in Q3 2013 and 38 closed out, a net change of -10 holders.
  • The largest Vulcan Materials buyer in Q3 2013 was T. Rowe Price Associates, an estimated $246M added.
  • The largest Vulcan Materials seller in Q3 2013 was Lord, Abbett & Co, an estimated $38.6M sold.

Based on aggregated 13F filings for Q3 2013.