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Vulcan Materials

738 hedge funds and large institutions have $22.2B invested in Vulcan Materials in 2022 Q1 according to their latest regulatory filings, with 68 funds opening new positions, 258 increasing their positions, 283 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.65% more ownership

Funds ownership: 90.14%90.8% (+0.65%)

7% less call options, than puts

Call options by funds: $76.2M | Put options by funds: $82M

9% less repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 283

3% less funds holding

Funds holding: 759738 (-21)

11% less capital invested

Capital invested by funds: $24.8B → $22.2B (-$2.65B)

20% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 85

33% less funds holding in top 10

Funds holding in top 10: 128 (-4)

Holders
738
Holders Change
-21
Holders Change %
-2.77%
% of All Funds
11.64%
Holding in Top 10
8
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-33.33%
% of All Funds
0.13%
New
68
Increased
258
Reduced
283
Closed
85
Calls
$76.2M
Puts
$82M
Net Calls
-$5.82M
Net Calls Change
+$14.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$186M -$14.2M -76,089 -7%
Marshall Wace
27
Marshall Wace
United Kingdom
$184M +$155M +830,403 +490%
Legal & General Group
28
Legal & General Group
United Kingdom
$150M +$5.08M +27,216 +3%
Mirae Asset Global Investments
29
Mirae Asset Global Investments
South Korea
$148M -$11M -58,934 -7%
Alkeon Capital Management
30
Alkeon Capital Management
New York
$136M +$5.89M +31,582 +4%
FAM
31
Fenimore Asset Management
New York
$125M -$184K -986 -0.1%
AC
32
Alleghany Corporation
New York
$121M
Charles Schwab
33
Charles Schwab
California
$118M +$3.68M +19,698 +3%
Allspring Global Investments
34
Allspring Global Investments
North Carolina
$115M +$115M +615,295 +6,636%
PPA
35
Parametric Portfolio Associates
Washington
$106M +$3.98M +21,336 +4%
Swiss National Bank
36
Swiss National Bank
Switzerland
$106M +$13.2M +70,600 +14%
CVA
37
Ceredex Value Advisors
Florida
$97.7M +$34.1M +182,623 +52%
JCM
38
Junto Capital Management
New York
$95.1M +$16.6M +88,988 +21%
Deutsche Bank
39
Deutsche Bank
Germany
$91.9M +$24.1M +129,365 +35%
Morgan Stanley
40
Morgan Stanley
New York
$91.3M +$3.41M +18,251 +4%
Goldman Sachs
41
Goldman Sachs
New York
$88.5M -$15.9M -84,927 -15%
RFC
42
Regions Financial Corp
Alabama
$87.4M +$801K +4,289 +0.9%
Wells Fargo
43
Wells Fargo
California
$86.3M +$21.1M +112,923 +32%
Balyasny Asset Management
44
Balyasny Asset Management
Illinois
$85.3M -$41.6M -223,133 -32%
Point72 Asset Management
45
Point72 Asset Management
Connecticut
$83.1M +$56.8M +304,507 +206%
Schroder Investment Management Group
46
Schroder Investment Management Group
United Kingdom
$82.8M -$37.1M -198,983 -31%
Artisan Partners
47
Artisan Partners
Wisconsin
$80M +$4.19M +22,430 +5%
UBS AM
48
UBS AM
Illinois
$79.1M -$31.3M -167,809 -28%
Korea Investment Corp
49
Korea Investment Corp
South Korea
$78.7M -$6.55M -35,096 -8%
Westfield Capital Management
50
Westfield Capital Management
Massachusetts
$76.6M +$557K +2,983 +0.7%

VMC Hedge Fund Activity: Q1 2022 in Review

738 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q1 2022, worth a combined $22.2B — down 11% from $24.8B a quarter earlier.

Sellers outnumbered buyers: 85 funds closed out of VMC and 68 opened new positions — a net loss of 17 holders — while 283 trimmed existing stakes and 258 added.

The largest buyer was Marshall Wace, adding an estimated $155M. The largest seller was T. Rowe Price Associates, cutting an estimated $229M.

  • 738 institutional investors held Vulcan Materials (VMC) as of Q1 2022, down from 759 in Q4 2021.
  • Funds reported $22.2B of Vulcan Materials stock for Q1 2022, down 11% quarter-over-quarter.
  • 68 funds opened new Vulcan Materials positions in Q1 2022 and 85 closed out, a net change of -17 holders.
  • The largest Vulcan Materials buyer in Q1 2022 was Marshall Wace, an estimated $155M added.
  • The largest Vulcan Materials seller in Q1 2022 was T. Rowe Price Associates, an estimated $229M sold.

Based on aggregated 13F filings for Q1 2022.