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Vulcan Materials

710 hedge funds and large institutions have $20.1B invested in Vulcan Materials in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 244 increasing their positions, 257 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

26% more call options, than puts

Call options by funds: $125M | Put options by funds: $99.7M

0.93% more ownership

Funds ownership: 88.66%89.59% (+0.93%)

1% more funds holding

Funds holding: 704710 (+6)

2% less capital invested

Capital invested by funds: $20.4B → $20.1B (-$337M)

5% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 257

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
710
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
12.43%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
69
Increased
244
Reduced
257
Closed
52
Calls
$125M
Puts
$99.7M
Net Calls
+$25.8M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BJL
551
Brighton Jones LLC
Washington
$246K -$3.58K -20 -1%
OIA
552
Optimum Investment Advisors
Illinois
$243K +$4.66K +26 +2%
BFA
553
Bragg Financial Advisors
North Carolina
$240K
AP
554
Advisor Partners
California
$238K +$9.49K +53 +4%
TSWM
555
Triangle Securities Wealth Management
North Carolina
$237K -$12.5K -70 -5%
LWCFA
556
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$237K -$4.48K -25 -2%
SKK
557
Shepherd Kaplan Krochuk
Massachusetts
$237K
CIAS
558
Capital Investment Advisory Services
North Carolina
$235K -$12.9K -72 -5%
GLA
559
Great Lakes Advisors
Illinois
$234K +$247K +1,382 New
SFI
560
Siemens Fonds Invest
Germany
$234K +$248K +1,385 New
SCM
561
Southport Capital Management
Tennessee
$230K -$197K -1,098 -45%
BHWM
562
Bar Harbor Wealth Management
New Hampshire
$226K
FTDI
563
First Trust Direct Indexing
Massachusetts
$222K -$12.7K -71 -5%
SWP
564
Stratos Wealth Partners
Ohio
$222K +$9.85K +55 +4%
EI
565
Ethic Inc
New York
$221K -$538K -3,002 -70%
GRP
566
Global Retirement Partners
California
$221K +$179 +1 +0.1%
CLOS
567
Compagnie Lombard Odier SCmA
Switzerland
$220K
EWM
568
Evermay Wealth Management
Virginia
$220K
ST
569
Smithfield Trust
Pennsylvania
$219K
Fifth Third Bancorp
570
Fifth Third Bancorp
Ohio
$218K +$33K +184 +17%
Wellington Management Group
571
Wellington Management Group
Massachusetts
$215K -$1.97K -11 -0.9%
SQA
572
Simon Quick Advisors
New Jersey
$214K +$17.2K +96 +8%
AWA
573
Arkadios Wealth Advisors
Georgia
$212K -$63K -352 -22%
LPT
574
Legacy Private Trust
Wisconsin
$212K +$225K +1,255 New
TA
575
TFG Advisers
Michigan
$211K +$10.2K +57 +5%

VMC Hedge Fund Activity: Q3 2021 in Review

710 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q3 2021, worth a combined $20.1B — down 1.6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new VMC positions and 52 closed out — a net gain of 17 holders — while 244 added to existing stakes and 257 trimmed.

The largest buyer was Vontobel Asset Management, opening a new position worth an estimated $335M. The largest seller was Capital World Investors, cutting an estimated $681M.

  • 710 institutional investors held Vulcan Materials (VMC) as of Q3 2021, up from 704 in Q2 2021.
  • Funds reported $20.1B of Vulcan Materials stock for Q3 2021, down 1.6% quarter-over-quarter.
  • 69 funds opened new Vulcan Materials positions in Q3 2021 and 52 closed out, a net change of +17 holders.
  • The largest Vulcan Materials buyer in Q3 2021 was Vontobel Asset Management, an estimated $335M added.
  • The largest Vulcan Materials seller in Q3 2021 was Capital World Investors, an estimated $681M sold.

Based on aggregated 13F filings for Q3 2021.