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Vulcan Materials

590 hedge funds and large institutions have $15.7B invested in Vulcan Materials in 2017 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 209 increasing their positions, 185 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more call options, than puts

Call options by funds: $245M | Put options by funds: $117M

107% more first-time investments, than exits

New positions opened: 93 | Existing positions closed: 45

13% more repeat investments, than reductions

Existing positions increased: 209 | Existing positions reduced: 185

11% more capital invested

Capital invested by funds: $14.2B → $15.7B (+$1.5B)

8% more funds holding

Funds holding: 545590 (+45)

2.69% more ownership

Funds ownership: 89.7%92.4% (+2.7%)

7% less funds holding in top 10

Funds holding in top 10: 1413 (-1)

Holders
590
Holders Change
+45
Holders Change %
+8.26%
% of All Funds
13.38%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.29%
New
93
Increased
209
Reduced
185
Closed
45
Calls
$245M
Puts
$117M
Net Calls
+$128M
Net Calls Change
+$2.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.76B +$19.5M +159,468 +1%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$1.63B
BlackRock
3
BlackRock
New York
$1.33B +$197M +1,614,350 +18%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.16B -$42.9M -351,319 -4%
State Street
5
State Street
Massachusetts
$719M +$21M +171,970 +3%
JP Morgan Chase
6
JP Morgan Chase
New York
$482M -$30.3M -247,632 -6%
Janus Henderson Group
7
Janus Henderson Group
United Kingdom
$377M -$127M -1,038,627 -26%
Morgan Stanley
8
Morgan Stanley
New York
$367M +$10.1M +82,976 +3%
TP
9
Third Point
New York
$334M +$30.5M +250,000 +11%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$326M +$9.34M +76,434 +3%
Massachusetts Financial Services
11
Massachusetts Financial Services
Massachusetts
$311M +$2.02M +16,548 +0.7%
Wells Fargo
12
Wells Fargo
California
$301M -$4.91M -40,216 -2%
Point72 Asset Management
13
Point72 Asset Management
Connecticut
$214M +$77.2M +631,880 +61%
FAM
14
Fred Alger Management
New York
$210M +$93.6M +766,462 +88%
Citadel Advisors
15
Citadel Advisors
Florida
$209M +$92.8M +759,265 +87%
Northern Trust
16
Northern Trust
Illinois
$194M -$3.68M -30,137 -2%
Principal Financial Group
17
Principal Financial Group
Iowa
$191M +$66.1M +541,084 +57%
CIA
18
Caledonia Investments (Australia)
Australia
$189M +$7.95M +65,040 +5%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$172M +$5.35M +43,807 +3%
Goldman Sachs
20
Goldman Sachs
New York
$144M +$54.9M +449,325 +67%
Millennium Management
21
Millennium Management
New York
$130M +$89.2M +729,757 +257%
O
22
OppenheimerFunds
New York
$129M -$15.7M -128,345 -11%
Bank of America
23
Bank of America
North Carolina
$117M -$26.1M -213,298 -19%
Dimensional Fund Advisors
24
Dimensional Fund Advisors
Texas
$117M +$1.27M +10,367 +1%
Norges Bank
25
Norges Bank
Norway
$113M

VMC Hedge Fund Activity: Q4 2017 in Review

590 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q4 2017, worth a combined $15.7B — up 11% from $14.2B a quarter earlier.

Buyers outnumbered sellers: 93 funds opened new VMC positions and 45 closed out — a net gain of 48 holders — while 209 added to existing stakes and 185 trimmed.

The largest buyer was BlackRock, adding an estimated $197M. The largest seller was Melvin Capital Management, cutting an estimated $176M.

  • 590 institutional investors held Vulcan Materials (VMC) as of Q4 2017, up from 545 in Q3 2017.
  • Funds reported $15.7B of Vulcan Materials stock for Q4 2017, up 11% quarter-over-quarter.
  • 93 funds opened new Vulcan Materials positions in Q4 2017 and 45 closed out, a net change of +48 holders.
  • The largest Vulcan Materials buyer in Q4 2017 was BlackRock, an estimated $197M added.
  • The largest Vulcan Materials seller in Q4 2017 was Melvin Capital Management, an estimated $176M sold.

Based on aggregated 13F filings for Q4 2017.