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Vulcan Materials

618 hedge funds and large institutions have $16.3B invested in Vulcan Materials in 2020 Q3 according to their latest regulatory filings, with 67 funds opening new positions, 214 increasing their positions, 218 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $13.7B → $16.3B (+$2.54B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

1.19% more ownership

Funds ownership: 89.6%90.79% (+1.2%)

2% less repeat investments, than reductions

Existing positions increased: 214 | Existing positions reduced: 218

9% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 74

1% less funds holding

Funds holding: 626618 (-8)

52% less call options, than puts

Call options by funds: $66.2M | Put options by funds: $138M

Holders
618
Holders Change
-8
Holders Change %
-1.28%
% of All Funds
12.47%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.18%
New
67
Increased
214
Reduced
218
Closed
74
Calls
$66.2M
Puts
$138M
Net Calls
-$71.9M
Net Calls Change
-$34.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.95B -$51M -406,146 -3%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$1.51B
BlackRock
3
BlackRock
New York
$1.12B -$16.4M -130,822 -2%
Capital World Investors
4
Capital World Investors
California
$883M +$157K +1,249 +0%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$826M -$86.7M -689,620 -10%
State Street
6
State Street
Massachusetts
$743M -$13.3M -106,152 -2%
Principal Financial Group
7
Principal Financial Group
Iowa
$652M -$3.58M -28,471 -0.6%
Lazard Asset Management
8
Lazard Asset Management
New York
$483M -$1.9M -15,153 -0.4%
ClearBridge Investments
9
ClearBridge Investments
New York
$367M -$8.33M -66,313 -2%
ECU
10
Egerton Capital (UK)
United Kingdom
$332M +$308M +2,452,820 New
Bank of New York Mellon
11
Bank of New York Mellon
New York
$321M +$16.2M +128,848 +6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$293M +$3.74M +29,777 +1%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$270M +$134M +1,066,973 +116%
Bank of America
14
Bank of America
North Carolina
$263M +$13.1M +103,958 +6%
Wells Fargo
15
Wells Fargo
California
$233M -$56.3M -448,332 -21%
Northern Trust
16
Northern Trust
Illinois
$216M -$263K -2,090 -0.1%
DDC
17
DF Dent & Co
Maryland
$213M +$10.1M +80,224 +5%
T. Rowe Price Associates
18
T. Rowe Price Associates
Maryland
$205M -$6.84M -54,426 -3%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$177M +$2.68M +21,331 +2%
Invesco
20
Invesco
Georgia
$162M +$6.27M +49,885 +4%
LCOV
21
London Company of Virginia
Virginia
$161M +$10.5M +83,258 +8%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$160M -$9.72M -77,327 -6%
Norges Bank
23
Norges Bank
Norway
$153M +$3.11M +24,751 +2%
TP
24
Theleme Partners
United Kingdom
$147M -$18.8M -150,000 -12%
SP
25
Stockbridge Partners
Massachusetts
$126M +$71.1M +565,829 +157%

VMC Hedge Fund Activity: Q3 2020 in Review

618 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q3 2020, worth a combined $16.3B — up 18% from $13.7B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of VMC and 67 opened new positions — a net loss of 7 holders — while 218 trimmed existing stakes and 214 added.

The largest buyer was Egerton Capital (UK), opening a new position worth an estimated $308M. The largest seller was Janus Henderson Group, cutting an estimated $198M.

  • 618 institutional investors held Vulcan Materials (VMC) as of Q3 2020, down from 626 in Q2 2020.
  • Funds reported $16.3B of Vulcan Materials stock for Q3 2020, up 18% quarter-over-quarter.
  • 67 funds opened new Vulcan Materials positions in Q3 2020 and 74 closed out, a net change of -7 holders.
  • The largest Vulcan Materials buyer in Q3 2020 was Egerton Capital (UK), an estimated $308M added.
  • The largest Vulcan Materials seller in Q3 2020 was Janus Henderson Group, an estimated $198M sold.

Based on aggregated 13F filings for Q3 2020.