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Vulcan Materials

355 hedge funds and large institutions have $10.4B invested in Vulcan Materials in 2014 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 131 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

776% more call options, than puts

Call options by funds: $56.5M | Put options by funds: $6.45M

49% more capital invested

Capital invested by funds: $6.99B → $10.4B (+$3.45B)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

1.16% more ownership

Funds ownership: 88.64%89.81% (+1.2%)

0% more first-time investments, than exits

New positions opened: 43 | Existing positions closed: 43

8% less repeat investments, than reductions

Existing positions increased: 121 | Existing positions reduced: 131

2% less funds holding

Funds holding: 362355 (-7)

Holders
355
Holders Change
-7
Holders Change %
-1.93%
% of All Funds
9.47%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.21%
New
43
Increased
121
Reduced
131
Closed
43
Calls
$56.5M
Puts
$6.45M
Net Calls
+$50.1M
Net Calls Change
-$43.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LTI
1
Laffer Tengler Investments
Tennessee
$2.67B -$2.56M -40,579 Closed
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.39B +$218M +3,448,099 +19%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$833M
Vanguard Group
4
Vanguard Group
Pennsylvania
$666M +$19.4M +308,150 +3%
State Street
5
State Street
Massachusetts
$374M -$14M -221,886 -4%
First Eagle Investment Management
6
First Eagle Investment Management
New York
$302M -$17.2M -272,521 -6%
PHS
7
PFM Health Sciences
California
$283M -$19.9M -315,687 -7%
O
8
OppenheimerFunds
New York
$281M +$2.98M +47,204 +1%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$249M +$40.3M +638,440 +20%
BIT
10
BlackRock Institutional Trust
California
$223M +$1.06M +16,717 +0.5%
Wellington Management Group
11
Wellington Management Group
Massachusetts
$190M -$21.1M -333,780 -10%
MC
12
Maverick Capital
Texas
$186M +$138M +2,188,492 +343%
BFA
13
BlackRock Fund Advisors
California
$134M +$6.82M +107,976 +6%
Citadel Advisors
14
Citadel Advisors
Florida
$130M -$2.51M -39,736 -2%
Northern Trust
15
Northern Trust
Illinois
$101M +$1.38M +21,790 +1%
FPP
16
Findlay Park Partners
United Kingdom
$89.8M +$86.2M +1,365,446 New
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$86.7M +$1.04M +16,433 +1%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$85.7M +$82.3M +1,303,849 New
AC
19
Amici Capital
New York
$76.1M +$12.5M +197,300 +21%
RFC
20
Regions Financial Corp
Alabama
$65.9M -$747K -11,834 -1%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$65M +$2.69M +42,643 +5%
BG
22
BlackRock Group
United Kingdom
$64.2M +$3.86M +61,144 +7%
Loomis, Sayles & Company
23
Loomis, Sayles & Company
Massachusetts
$61.9M -$2.22M -35,125 -4%
Norges Bank
24
Norges Bank
Norway
$57.6M +$3.11M +49,239 +6%
Adage Capital Partners
25
Adage Capital Partners
Massachusetts
$52M +$37.6M +596,500 +307%

VMC Hedge Fund Activity: Q4 2014 in Review

355 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q4 2014, worth a combined $10.4B — up 49% from $6.99B a quarter earlier.

Fund positioning in VMC was balanced in Q4 2014: 43 funds opened new positions, 43 closed out, 121 added to existing stakes and 131 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $218M. The largest seller was Dodge & Cox, cutting an estimated $246M.

  • 355 institutional investors held Vulcan Materials (VMC) as of Q4 2014, down from 362 in Q3 2014.
  • Funds reported $10.4B of Vulcan Materials stock for Q4 2014, up 49% quarter-over-quarter.
  • 43 funds opened new Vulcan Materials positions in Q4 2014 and 43 closed out, a net change of 0 holders.
  • The largest Vulcan Materials buyer in Q4 2014 was T. Rowe Price Associates, an estimated $218M added.
  • The largest Vulcan Materials seller in Q4 2014 was Dodge & Cox, an estimated $246M sold.

Based on aggregated 13F filings for Q4 2014.