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.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+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: 556 → 548 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ECU
Egerton Capital (UK)
London,
United Kingdom
|
+$296M |
| 2 |
ClearBridge Investments
New York
|
+$197M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$88M |
| 4 |
JP Morgan Chase
New York
|
+$72.3M |
| 5 |
Adage Capital Partners
Boston,
Massachusetts
|
+$62.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$266M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$233M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
-$190M |
| 4 |
BlackRock
New York
|
-$149M |
| 5 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$111M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SMFG
626
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| – | -$23K | -207 | Closed |
|
|
MUS
627
Mitsubishi UFJ Securities
Tokyo,
Japan
| – | -$11K | -100 | Closed |
|
628
DZ Bank
Frankfurt Am Main,
Germany
| – | -$9K | -81 | Closed |
|
|
TFS
629
TrustCore Financial Services
Brentwood,
Tennessee
| – | -$8K | -74 | Closed |
|
|
CHP
630
Cable Hill Partners
Portland,
Oregon
| – | -$6K | -51 | Closed |
|
|
LFA
631
Legacy Financial Advisors
Covington,
Kentucky
| – | -$5K | -45 | Closed |
|
|
CWSR
632
Chessman Wealth Strategies RIA
Dallas,
Texas
| – | -$4K | -40 | Closed |
|
|
SPIA
633
Steward Partners Investment Advisory
New York
| – | -$2K | -22 | Closed |
|
|
ML
634
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$2K | -19 | Closed |
|
|
CAG
635
Csenge Advisory Group
Clearwater,
Florida
| – | -$1K | -18 | Closed |
|
|
TWA
636
TCI Wealth Advisors
Tucson,
Arizona
| – | +$203 | +2 | +67% |
|
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.