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Vulcan Materials

557 hedge funds and large institutions have $16.8B invested in Vulcan Materials in 2018 Q2 according to their latest regulatory filings, with 54 funds opening new positions, 195 increasing their positions, 191 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

77% more call options, than puts

Call options by funds: $189M | Put options by funds: $107M

17% more capital invested

Capital invested by funds: $14.3B → $16.8B (+$2.48B)

3.69% more ownership

Funds ownership: 94.97%98.65% (+3.7%)

2% more repeat investments, than reductions

Existing positions increased: 195 | Existing positions reduced: 191

8% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 59

2% less funds holding

Funds holding: 566557 (-9)

18% less funds holding in top 10

Funds holding in top 10: 119 (-2)

Holders
557
Holders Change
-9
Holders Change %
-1.59%
% of All Funds
12.75%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.21%
New
54
Increased
195
Reduced
191
Closed
59
Calls
$189M
Puts
$107M
Net Calls
+$82.2M
Net Calls Change
-$133M
Name Holding Trade Value Shares
Change
Change in
Stake
ET
126
Equitable Trust
Tennessee
$9.98M +$9.53M +77,301 New
Bank of Montreal
127
Bank of Montreal
Ontario, Canada
$9.96M +$1.09M +8,810 +13%
LIM
128
Leavell Investment Management
Alabama
$9.62M -$292K -2,369 -3%
SFSIG
129
San Francisco Sentry Investment Group
California
$9.44M -$1.93M -15,615 -18%
EVM
130
Eaton Vance Management
Massachusetts
$9.3M -$7.1M -57,564 -44%
Daiwa Securities Group
131
Daiwa Securities Group
Japan
$8.93M -$1.23M -10,000 -13%
PAMU
132
Pictet Asset Management (UK)
United Kingdom
$8.78M -$259K -2,100 -3%
Aviva
133
Aviva
United Kingdom
$8.54M -$118K -956 -1%
KWILP
134
Kiwi Wealth Investments Limited Partnership
New Zealand
$8.47M -$597K -4,843 -7%
Retirement Systems of Alabama
135
Retirement Systems of Alabama
Alabama
$8.01M -$5.07M -41,117 -40%
DLA
136
Douglas Lane & Associates
New York
$8M -$515K -4,180 -6%
GI
137
GAMCO Investors
Connecticut
$7.91M -$444K -3,600 -6%
First Trust Advisors
138
First Trust Advisors
Illinois
$7.85M +$7.5M +60,815 New
Royal Bank of Canada
139
Royal Bank of Canada
Ontario, Canada
$7.79M -$1.85M -15,033 -20%
AAM
140
Advisors Asset Management
Colorado
$7.48M -$188K -1,527 -3%
Citigroup
141
Citigroup
New York
$7.22M +$2.59M +21,027 +60%
FAM
142
Foundation Asset Management
New York
$7.13M -$6.75M -54,766 -50%
GRQ
143
Gardner Russo & Quinn
Pennsylvania
$7.08M +$4.44M +36,035 +191%
AIG
144
American International Group
New York
$7.06M -$12.5K -101 -0.2%
Royal London Asset Management
145
Royal London Asset Management
United Kingdom
$6.98M +$6.67M +54,057 New
AG
146
Aperio Group
California
$6.9M +$748K +6,070 +13%
Ohio Public Employees Retirement System (OPERS)
147
Ohio Public Employees Retirement System (OPERS)
Ohio
$6.89M -$371K -3,012 -5%
ERSOT
148
Employees Retirement System of Texas
Texas
$6.71M
RJFSA
149
Raymond James Financial Services Advisors
Florida
$6.53M -$143K -1,161 -2%
GLAM
150
Gardner Lewis Asset Management
Pennsylvania
$6.21M +$372K +3,020 +7%

VMC Hedge Fund Activity: Q2 2018 in Review

557 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q2 2018, worth a combined $16.8B — up 17% from $14.3B a quarter earlier.

Sellers outnumbered buyers: 59 funds closed out of VMC and 54 opened new positions — a net loss of 5 holders — while 191 trimmed existing stakes and 195 added.

The largest buyer was Lazard Asset Management, adding an estimated $382M. The largest seller was JP Morgan Chase, cutting an estimated $140M.

  • 557 institutional investors held Vulcan Materials (VMC) as of Q2 2018, down from 566 in Q1 2018.
  • Funds reported $16.8B of Vulcan Materials stock for Q2 2018, up 17% quarter-over-quarter.
  • 54 funds opened new Vulcan Materials positions in Q2 2018 and 59 closed out, a net change of -5 holders.
  • The largest Vulcan Materials buyer in Q2 2018 was Lazard Asset Management, an estimated $382M added.
  • The largest Vulcan Materials seller in Q2 2018 was JP Morgan Chase, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2018.