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Vulcan Materials

694 hedge funds and large institutions have $19.8B invested in Vulcan Materials in 2021 Q1 according to their latest regulatory filings, with 97 funds opening new positions, 253 increasing their positions, 224 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 57

57% more funds holding in top 10

Funds holding in top 10: 711 (+4)

13% more capital invested

Capital invested by funds: $17.5B → $19.8B (+$2.27B)

13% more repeat investments, than reductions

Existing positions increased: 253 | Existing positions reduced: 224

5% more funds holding

Funds holding: 659694 (+35)

1% more call options, than puts

Call options by funds: $92.5M | Put options by funds: $91.9M

0.35% less ownership

Funds ownership: 88.76%88.41% (-0.35%)

Holders
694
Holders Change
+35
Holders Change %
+5.31%
% of All Funds
12.19%
Holding in Top 10
11
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+57.14%
% of All Funds
0.19%
New
97
Increased
253
Reduced
224
Closed
57
Calls
$92.5M
Puts
$91.9M
Net Calls
+$621K
Net Calls Change
+$1.11M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.39B +$5.54M +34,184 +0.2%
State Farm Mutual Automobile Insurance
2
State Farm Mutual Automobile Insurance
Illinois
$1.88B
BlackRock
3
BlackRock
New York
$1.72B +$96.9M +597,651 +6%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.33B +$166M +1,025,748 +15%
Capital World Investors
5
Capital World Investors
California
$1.1B +$305K +1,879 +0%
State Street
6
State Street
Massachusetts
$944M +$26.6M +163,860 +3%
Principal Financial Group
7
Principal Financial Group
Iowa
$767M -$22.7M -139,777 -3%
ClearBridge Investments
8
ClearBridge Investments
New York
$438M -$13.7M -84,746 -3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$421M +$30.4M +187,776 +8%
Invesco
10
Invesco
Georgia
$356M +$14.1M +87,149 +4%
Bank of America
11
Bank of America
North Carolina
$341M +$41.2M +254,261 +14%
DDC
12
DF Dent & Co
Maryland
$278M +$2.34M +14,440 +0.9%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$277M -$74.7M -460,800 -22%
Lazard Asset Management
14
Lazard Asset Management
New York
$274M -$48.4M -298,279 -16%
Northern Trust
15
Northern Trust
Illinois
$248M -$3.87M -23,839 -2%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$238M +$2.64M +16,260 +1%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$225M +$675K +4,162 +0.3%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$216M +$4.98M +30,696 +2%
LCOV
19
London Company of Virginia
Virginia
$210M +$1.25M +7,684 +0.6%
Norges Bank
20
Norges Bank
Norway
$194M -$2.11M -13,009 -1%
ECU
21
Egerton Capital (UK)
United Kingdom
$167M -$113M -695,145 -41%
Alkeon Capital Management
22
Alkeon Capital Management
New York
$150M +$11.5M +70,642 +9%
Goldman Sachs
23
Goldman Sachs
New York
$134M +$65.3M +402,805 +103%
Legal & General Group
24
Legal & General Group
United Kingdom
$133M -$5.15M -31,745 -4%
Citadel Advisors
25
Citadel Advisors
Florida
$123M -$3.19M -19,657 -3%

VMC Hedge Fund Activity: Q1 2021 in Review

694 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q1 2021, worth a combined $19.8B — up 13% from $17.5B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new VMC positions and 57 closed out — a net gain of 40 holders — while 253 added to existing stakes and 224 trimmed.

The largest buyer was Massachusetts Financial Services, adding an estimated $166M. The largest seller was Wells Fargo, cutting an estimated $205M.

  • 694 institutional investors held Vulcan Materials (VMC) as of Q1 2021, up from 659 in Q4 2020.
  • Funds reported $19.8B of Vulcan Materials stock for Q1 2021, up 13% quarter-over-quarter.
  • 97 funds opened new Vulcan Materials positions in Q1 2021 and 57 closed out, a net change of +40 holders.
  • The largest Vulcan Materials buyer in Q1 2021 was Massachusetts Financial Services, an estimated $166M added.
  • The largest Vulcan Materials seller in Q1 2021 was Wells Fargo, an estimated $205M sold.

Based on aggregated 13F filings for Q1 2021.