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Vulcan Materials

646 hedge funds and large institutions have $18.6B invested in Vulcan Materials in 2019 Q3 according to their latest regulatory filings, with 90 funds opening new positions, 220 increasing their positions, 216 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 90 | Existing positions closed: 45

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

7% more funds holding

Funds holding: 605646 (+41)

7% more capital invested

Capital invested by funds: $17.4B → $18.6B (+$1.17B)

2% more repeat investments, than reductions

Existing positions increased: 220 | Existing positions reduced: 216

3.25% less ownership

Funds ownership: 96.16%92.92% (-3.2%)

17% less call options, than puts

Call options by funds: $224M | Put options by funds: $269M

Holders
646
Holders Change
+41
Holders Change %
+6.78%
% of All Funds
14.17%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.35%
New
90
Increased
220
Reduced
216
Closed
45
Calls
$224M
Puts
$269M
Net Calls
-$44.8M
Net Calls Change
+$44.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SQA
551
Simon Quick Advisors
New Jersey
$101K +$93.7K +664 +11,067%
PA
552
Parallel Advisors
California
$91K +$16K +113 +23%
CFA
553
Carroll Financial Associates
North Carolina
$90K -$28.9K -205 -25%
ARMT
554
Amica Retiree Medical Trust
Rhode Island
$86K
MCA
555
Mercer Capital Advisers
New Jersey
$83K
BBHC
556
Brown Brothers Harriman & Co
New York
$81K -$21.2K -150 -22%
CFG
557
Citizens Financial Group
Rhode Island
$79K
PCA
558
Providence Capital Advisors
North Carolina
$79K
GSWM
559
Golden State Wealth Management
California
$67K -$63.4K -449 -50%
Loomis, Sayles & Company
560
Loomis, Sayles & Company
Massachusetts
$65K +$60.3K +427 New
FHA
561
First Horizon Advisors
Tennessee
$64K
AP
562
Arlington Partners
Alabama
$60K
GLI
563
Guardian Life Insurance
New York
$58K
AssetMark Inc
564
AssetMark Inc
California
$56K
HFM
565
Harvest Fund Management
China
$55K
CIA
566
CSat Investment Advisory
Michigan
$54K
FPFS
567
First Personal Financial Services
North Carolina
$53K
NICM
568
Neo Ivy Capital Management
New York
$51K +$51.2K +363 New
TCOV
569
Trust Company of Vermont
Vermont
$50K
PI
570
PineBridge Investments
New York
$50K +$46.6K +330 New
GWM
571
Geneos Wealth Management
Colorado
$46K
NFG
572
Next Financial Group
Texas
$46K +$13.6K +96 +46%
SIAS
573
Shine Investment Advisory Services
Colorado
$41K
CIAS
574
Capital Investment Advisory Services
North Carolina
$38K
FCA
575
FinTrust Capital Advisors
South Carolina
$37K

VMC Hedge Fund Activity: Q3 2019 in Review

646 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q3 2019, worth a combined $18.6B — up 6.7% from $17.4B a quarter earlier.

Buyers outnumbered sellers: 90 funds opened new VMC positions and 45 closed out — a net gain of 45 holders — while 220 added to existing stakes and 216 trimmed.

The largest buyer was Los Angeles Capital Management, opening a new position worth an estimated $56.4M. The largest seller was Caledonia Investments (Australia), cutting an estimated $243M.

  • 646 institutional investors held Vulcan Materials (VMC) as of Q3 2019, up from 605 in Q2 2019.
  • Funds reported $18.6B of Vulcan Materials stock for Q3 2019, up 6.7% quarter-over-quarter.
  • 90 funds opened new Vulcan Materials positions in Q3 2019 and 45 closed out, a net change of +45 holders.
  • The largest Vulcan Materials buyer in Q3 2019 was Los Angeles Capital Management, an estimated $56.4M added.
  • The largest Vulcan Materials seller in Q3 2019 was Caledonia Investments (Australia), an estimated $243M sold.

Based on aggregated 13F filings for Q3 2019.