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Vulcan Materials

590 hedge funds and large institutions have $15.1B invested in Vulcan Materials in 2019 Q1 according to their latest regulatory filings, with 100 funds opening new positions, 211 increasing their positions, 183 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more first-time investments, than exits

New positions opened: 100 | Existing positions closed: 56

33% more funds holding in top 10

Funds holding in top 10: 912 (+3)

23% more call options, than puts

Call options by funds: $250M | Put options by funds: $204M

20% more capital invested

Capital invested by funds: $12.5B → $15.1B (+$2.57B)

15% more repeat investments, than reductions

Existing positions increased: 211 | Existing positions reduced: 183

8% more funds holding

Funds holding: 548590 (+42)

0.23% more ownership

Funds ownership: 96.33%96.56% (+0.23%)

Holders
590
Holders Change
+42
Holders Change %
+7.66%
% of All Funds
12.77%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.26%
New
100
Increased
211
Reduced
183
Closed
56
Calls
$250M
Puts
$204M
Net Calls
+$46.7M
Net Calls Change
+$47.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.69B +$13M +120,760 +0.9%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$1.5B
BlackRock
3
BlackRock
New York
$1.23B +$201M +1,864,819 +22%
State Street
4
State Street
Massachusetts
$663M +$28.3M +261,869 +5%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$541M +$49.7M +460,101 +11%
Lazard Asset Management
6
Lazard Asset Management
New York
$519M +$10.2M +93,951 +2%
ECU
7
Egerton Capital (UK)
United Kingdom
$502M +$143M +1,320,882 +45%
Principal Financial Group
8
Principal Financial Group
Iowa
$430M +$39.4M +364,675 +11%
Janus Henderson Group
9
Janus Henderson Group
United Kingdom
$360M +$30M +277,666 +10%
Morgan Stanley
10
Morgan Stanley
New York
$352M -$89.6M -829,172 -22%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$323M -$138M -1,275,591 -32%
Bank of New York Mellon
12
Bank of New York Mellon
New York
$305M +$23.6M +218,685 +9%
ClearBridge Investments
13
ClearBridge Investments
New York
$292M +$3.07M +28,371 +1%
CIA
14
Caledonia Investments (Australia)
Australia
$247M
JP Morgan Chase
15
JP Morgan Chase
New York
$235M -$1.53M -14,135 -0.7%
Wells Fargo
16
Wells Fargo
California
$224M -$39.1M -361,597 -16%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$207M +$11.3M +104,388 +6%
Goldman Sachs
18
Goldman Sachs
New York
$200M -$9.17M -84,898 -5%
Northern Trust
19
Northern Trust
Illinois
$194M +$3.92M +36,252 +2%
EC
20
Eminence Capital
New York
$193M -$43.6M -403,656 -20%
MWNA
21
Marshall Wace North America
New York
$170M +$23.7M +219,174 +18%
FAM
22
Fred Alger Management
New York
$167M -$86.8M -803,800 -36%
Wellington Management Group
23
Wellington Management Group
Massachusetts
$162M -$159M -1,468,672 -52%
Adage Capital Partners
24
Adage Capital Partners
Massachusetts
$157M +$16.5M +152,400 +13%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$150M +$2.33M +21,593 +2%

VMC Hedge Fund Activity: Q1 2019 in Review

590 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q1 2019, worth a combined $15.1B — up 20% from $12.5B a quarter earlier.

Buyers outnumbered sellers: 100 funds opened new VMC positions and 56 closed out — a net gain of 44 holders — while 211 added to existing stakes and 183 trimmed.

The largest buyer was BlackRock, adding an estimated $201M. The largest seller was Soroban Capital Partners, exiting entirely with an estimated $162M sold.

  • 590 institutional investors held Vulcan Materials (VMC) as of Q1 2019, up from 548 in Q4 2018.
  • Funds reported $15.1B of Vulcan Materials stock for Q1 2019, up 20% quarter-over-quarter.
  • 100 funds opened new Vulcan Materials positions in Q1 2019 and 56 closed out, a net change of +44 holders.
  • The largest Vulcan Materials buyer in Q1 2019 was BlackRock, an estimated $201M added.
  • The largest Vulcan Materials seller in Q1 2019 was Soroban Capital Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q1 2019.