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Vulcan Materials

601 hedge funds and large institutions have $13B invested in Vulcan Materials in 2020 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 217 increasing their positions, 216 reducing their positions, and 139 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

14% more call options, than puts

Call options by funds: $67.8M | Put options by funds: $59.2M

0.59% more ownership

Funds ownership: 90.16%90.75% (+0.59%)

0% more repeat investments, than reductions

Existing positions increased: 217 | Existing positions reduced: 216

11% less funds holding

Funds holding: 673601 (-72)

24% less capital invested

Capital invested by funds: $17.2B → $13B (-$4.17B)

46% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 139

Holders
601
Holders Change
-72
Holders Change %
-10.7%
% of All Funds
13.24%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.15%
New
75
Increased
217
Reduced
216
Closed
139
Calls
$67.8M
Puts
$59.2M
Net Calls
+$8.56M
Net Calls Change
+$36.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.63B +$31M +242,555 +2%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$1.21B
BlackRock
3
BlackRock
New York
$941M -$16.5M -129,082 -1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$641M +$34.1M +266,578 +5%
State Street
5
State Street
Massachusetts
$579M -$20.2M -158,075 -3%
Principal Financial Group
6
Principal Financial Group
Iowa
$504M +$72.4M +567,111 +14%
Lazard Asset Management
7
Lazard Asset Management
New York
$444M -$31.9M -249,957 -6%
Capital World Investors
8
Capital World Investors
California
$362M +$428M +3,349,515 New
ClearBridge Investments
9
ClearBridge Investments
New York
$298M +$25.8M +202,019 +8%
Janus Henderson Group
10
Janus Henderson Group
United Kingdom
$290M -$8.82M -69,033 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$236M -$18.8M -147,005 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$222M +$3.01M +23,582 +1%
JP Morgan Chase
13
JP Morgan Chase
New York
$207M +$4.37M +34,237 +2%
ECU
14
Egerton Capital (UK)
United Kingdom
$197M -$256M -2,005,841 -52%
T. Rowe Price Associates
15
T. Rowe Price Associates
Maryland
$187M -$15.3M -120,005 -6%
Northern Trust
16
Northern Trust
Illinois
$175M +$1.66K +13 +0%
Wells Fargo
17
Wells Fargo
California
$164M -$1.04M -8,160 -0.5%
DDC
18
DF Dent & Co
Maryland
$158M +$36.9M +289,216 +25%
Invesco
19
Invesco
Georgia
$151M +$106M +832,692 +148%
EC
20
Eminence Capital
New York
$148M +$36.4M +284,749 +26%
Bank of America
21
Bank of America
North Carolina
$148M +$7.77M +60,826 +5%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$138M +$1.32M +10,345 +0.8%
Adage Capital Partners
23
Adage Capital Partners
Massachusetts
$136M +$63.7M +498,823 +66%
Norges Bank
24
Norges Bank
Norway
$111M +$2.35M +18,371 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$104M +$122M +952,921 +8,617%

VMC Hedge Fund Activity: Q1 2020 in Review

601 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q1 2020, worth a combined $13B — down 24% from $17.2B a quarter earlier.

Sellers outnumbered buyers: 139 funds closed out of VMC and 75 opened new positions — a net loss of 64 holders — while 216 trimmed existing stakes and 217 added.

The largest buyer was Capital World Investors, opening a new position worth an estimated $428M. The largest seller was Egerton Capital (UK), cutting an estimated $256M.

  • 601 institutional investors held Vulcan Materials (VMC) as of Q1 2020, down from 673 in Q4 2019.
  • Funds reported $13B of Vulcan Materials stock for Q1 2020, down 24% quarter-over-quarter.
  • 75 funds opened new Vulcan Materials positions in Q1 2020 and 139 closed out, a net change of -64 holders.
  • The largest Vulcan Materials buyer in Q1 2020 was Capital World Investors, an estimated $428M added.
  • The largest Vulcan Materials seller in Q1 2020 was Egerton Capital (UK), an estimated $256M sold.

Based on aggregated 13F filings for Q1 2020.