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Vulcan Materials

548 hedge funds and large institutions have $12.5B invested in Vulcan Materials in 2018 Q4 according to their latest regulatory filings, with 82 funds opening new positions, 179 increasing their positions, 206 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

1% less call options, than puts

Call options by funds: $93.6M | Put options by funds: $94.7M

8% less first-time investments, than exits

New positions opened: 82 | Existing positions closed: 89

1% less funds holding

Funds holding: 556548 (-8)

1.71% less ownership

Funds ownership: 98.03%96.33% (-1.7%)

13% less capital invested

Capital invested by funds: $14.4B → $12.5B (-$1.87B)

13% less repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 206

Holders
548
Holders Change
-8
Holders Change %
-1.44%
% of All Funds
12.21%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.2%
New
82
Increased
179
Reduced
206
Closed
89
Calls
$93.6M
Puts
$94.7M
Net Calls
-$1.04M
Net Calls Change
-$1.22M
Name Holding Trade Value Shares
Change
Change in
Stake
Westfield Capital Management
551
Westfield Capital Management
Massachusetts
-$33M -296,977 Closed
SAM
552
Scopus Asset Management
New York
-$30M -270,000 Closed
BAMCO Inc
553
BAMCO Inc
New York
-$23.5M -211,356 Closed
Balyasny Asset Management
554
Balyasny Asset Management
Illinois
-$17.4M -156,532 Closed
SC
555
Selz Capital
New York
-$15.9M -142,820 Closed
SC
556
Samlyn Capital
New York
-$11.6M -103,868 Closed
CCM
557
Chilton Capital Management
Texas
-$9.93M -89,269 Closed
CCM
558
Cobalt Capital Management
New Jersey
-$7.15M -64,319 Closed
BRCM
559
Bright Rock Capital Management
Massachusetts
-$6.56M -59,000 Closed
RCM
560
Roystone Capital Management
New York
-$5.65M -50,800 Closed
SIM
561
Sonora Investment Management
Arizona
-$5.28M -47,500 Closed
EAM
562
Eagle Asset Management
Florida
-$5.18M -46,553 Closed
PPC
563
Precision Path Capital
New York
-$4.11M -37,000 Closed
CGA
564
Crescent Grove Advisors
Illinois
-$4.06M -36,494 Closed
CGM
565
Centenus Global Management
New York
-$3.89M -35,000 Closed
NWM
566
Nicola Wealth Management
British Columbia, Canada
-$3.89M -35,000 Closed
OAM
567
Oxford Asset Management
United Kingdom
-$3.83M -34,443 Closed
AIMCA
568
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$3.02M -27,200 Closed
SCM
569
Sterling Capital Management
North Carolina
-$2.82M -25,329 Closed
MCM
570
McMillion Capital Management
North Carolina
-$2.34M -21,078 Closed
RJFSA
571
Raymond James Financial Services Advisors
Florida
-$2.29M -20,558 Closed
Loomis, Sayles & Company
572
Loomis, Sayles & Company
Massachusetts
-$1.9M -17,074 Closed
Brown Advisory
573
Brown Advisory
Maryland
-$1.84M -16,583 Closed
GAM
574
Gotham Asset Management
New York
-$1.75M -15,733 Closed
Teacher Retirement System of Texas
575
Teacher Retirement System of Texas
Texas
-$1.73M -15,563 Closed

VMC Hedge Fund Activity: Q4 2018 in Review

548 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q4 2018, worth a combined $12.5B — down 13% from $14.4B a quarter earlier.

Sellers outnumbered buyers: 89 funds closed out of VMC and 82 opened new positions — a net loss of 7 holders — while 206 trimmed existing stakes and 179 added.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $296M. The largest seller was Morgan Stanley, cutting an estimated $266M.

  • 548 institutional investors held Vulcan Materials (VMC) as of Q4 2018, down from 556 in Q3 2018.
  • Funds reported $12.5B of Vulcan Materials stock for Q4 2018, down 13% quarter-over-quarter.
  • 82 funds opened new Vulcan Materials positions in Q4 2018 and 89 closed out, a net change of -7 holders.
  • The largest Vulcan Materials buyer in Q4 2018 was Egerton Capital (UK), an estimated $296M added.
  • The largest Vulcan Materials seller in Q4 2018 was Morgan Stanley, an estimated $266M sold.

Based on aggregated 13F filings for Q4 2018.