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Vulcan Materials

551 hedge funds and large institutions have $14.5B invested in Vulcan Materials in 2016 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 180 increasing their positions, 199 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 55

17% more call options, than puts

Call options by funds: $118M | Put options by funds: $100M

8% more capital invested

Capital invested by funds: $13.4B → $14.5B (+$1.1B)

8% more funds holding

Funds holding: 512551 (+39)

10% less repeat investments, than reductions

Existing positions increased: 180 | Existing positions reduced: 199

1.32% less ownership

Funds ownership: 88.91%87.59% (-1.3%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

Holders
551
Holders Change
+39
Holders Change %
+7.62%
% of All Funds
13.78%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.25%
New
102
Increased
180
Reduced
199
Closed
55
Calls
$118M
Puts
$100M
Net Calls
+$17.3M
Net Calls Change
+$26.4M
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
501
Piedmont Investment Advisors
North Carolina
$47.1K +$45K +372 +9,300%
DIA
502
Davidson Investment Advisors
Montana
$40K -$30.8K -255 -44%
PSUF
503
People's United Financial
Connecticut
$40K +$2.06K +17 +6%
HDIM
504
Hanson & Doremus Investment Management
Vermont
$37.5K
NFG
505
Next Financial Group
Texas
$37K
CIM
506
Contravisory Investment Management
Massachusetts
$31K +$13.8K +114 +83%
WAM
507
Wealthspire Advisors (Maryland)
Maryland
$29K +$6.29K +52 +29%
CG
508
Cutler Group
California
$27K -$149K -1,233 -85%
FFC
509
First Financial Corp
Indiana
$25K
LA
510
Legacy Advisors
Pennsylvania
$25K +$24.2K +200 New
PCM
511
Penserra Capital Management
California
$24K +$5.08K +42 +28%
AA
512
Apriem Advisors
California
$24K +$23.5K +194 New
VCM
513
Versant Capital Management
Arizona
$23K -$2.42K -20 -10%
BBHC
514
Brown Brothers Harriman & Co
New York
$23K
TDC
515
Thompson Davis & Co
Virginia
$21K +$6.9K +57 +52%
Korea Investment Corp
516
Korea Investment Corp
South Korea
$20K -$2.96M -24,460 -99%
Carson Wealth (CWM LLC)
517
Carson Wealth (CWM LLC)
Nebraska
$20K +$3.99K +33 +27%
SBL
518
Sargent Bickham Lagudis
Colorado
$19K
Lazard Asset Management
519
Lazard Asset Management
New York
$19K +$18.8K +155 New
AIM
520
Assured Investment Management
New York
$18K +$17.5K +145 New
PA
521
Parallel Advisors
California
$17K +$16.1K +133 New
HR
522
Howe & Rusling
New York
$13K -$4.67M -38,565 -100%
CF
523
CenterStar Fund
Illinois
$13K
PMFA
524
Plante Moran Financial Advisors
Michigan
$13K +$11.1K +92 +613%
BIG
525
Bellwether Investment Group
Tennessee
$13K +$12.1K +100 New

VMC Hedge Fund Activity: Q4 2016 in Review

551 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q4 2016, worth a combined $14.5B — up 8.2% from $13.4B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new VMC positions and 55 closed out — a net gain of 47 holders — while 180 added to existing stakes and 199 trimmed.

The largest buyer was Maverick Capital, adding an estimated $207M. The largest seller was JP Morgan Chase, cutting an estimated $183M.

  • 551 institutional investors held Vulcan Materials (VMC) as of Q4 2016, up from 512 in Q3 2016.
  • Funds reported $14.5B of Vulcan Materials stock for Q4 2016, up 8.2% quarter-over-quarter.
  • 102 funds opened new Vulcan Materials positions in Q4 2016 and 55 closed out, a net change of +47 holders.
  • The largest Vulcan Materials buyer in Q4 2016 was Maverick Capital, an estimated $207M added.
  • The largest Vulcan Materials seller in Q4 2016 was JP Morgan Chase, an estimated $183M sold.

Based on aggregated 13F filings for Q4 2016.