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Vulcan Materials

710 hedge funds and large institutions have $20.1B invested in Vulcan Materials in 2021 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 244 increasing their positions, 257 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 52

26% more call options, than puts

Call options by funds: $125M | Put options by funds: $99.7M

0.93% more ownership

Funds ownership: 88.66%89.59% (+0.93%)

1% more funds holding

Funds holding: 704710 (+6)

2% less capital invested

Capital invested by funds: $20.4B → $20.1B (-$337M)

5% less repeat investments, than reductions

Existing positions increased: 244 | Existing positions reduced: 257

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
710
Holders Change
+6
Holders Change %
+0.85%
% of All Funds
12.43%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.12%
New
69
Increased
244
Reduced
257
Closed
52
Calls
$125M
Puts
$99.7M
Net Calls
+$25.8M
Net Calls Change
+$27.5M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.34B -$59.7M -333,175 -2%
BlackRock
2
BlackRock
New York
$1.75B +$24.2M +134,868 +1%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$1.68B -$215M -1,199,400 -11%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.39B +$24.9M +139,222 +2%
State Street
5
State Street
Massachusetts
$972M -$33.1M -184,722 -3%
Principal Financial Group
6
Principal Financial Group
Iowa
$763M -$12.2M -68,027 -1%
T. Rowe Price Associates
7
T. Rowe Price Associates
Maryland
$451M -$12M -66,790 -2%
ClearBridge Investments
8
ClearBridge Investments
New York
$439M +$18.9M +105,681 +4%
Northern Trust
9
Northern Trust
Illinois
$438M +$214M +1,192,542 +86%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$437M +$3.29M +18,364 +0.7%
Invesco
11
Invesco
Georgia
$418M -$32.8M -183,299 -7%
Bank of America
12
Bank of America
North Carolina
$366M +$1.16M +6,453 +0.3%
VAM
13
Vontobel Asset Management
New York
$330M +$335M +1,872,825 New
Citadel Advisors
14
Citadel Advisors
Florida
$303M +$218M +1,215,908 +211%
DDC
15
DF Dent & Co
Maryland
$290M +$11.8M +65,895 +4%
Lazard Asset Management
16
Lazard Asset Management
New York
$256M -$10.1M -56,513 -4%
Holocene Advisors
17
Holocene Advisors
New York
$249M +$77.2M +430,946 +41%
SP
18
Stockbridge Partners
Massachusetts
$233M +$8.52M +47,571 +4%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$221M -$1.41M -7,876 -0.6%
LCOV
20
London Company of Virginia
Virginia
$204M -$12.7M -70,994 -6%
Norges Bank
21
Norges Bank
Norway
$199M +$3M +16,762 +1%
Fidelity Investments
22
Fidelity Investments
Massachusetts
$194M -$18.9M -105,723 -8%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$193M +$4.06M +22,686 +2%
Bessemer Group
24
Bessemer Group
New Jersey
$169M +$2.21M +12,346 +1%
Alkeon Capital Management
25
Alkeon Capital Management
New York
$167M -$249K -1,389 -0.1%

VMC Hedge Fund Activity: Q3 2021 in Review

710 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q3 2021, worth a combined $20.1B — down 1.6% from $20.4B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new VMC positions and 52 closed out — a net gain of 17 holders — while 244 added to existing stakes and 257 trimmed.

The largest buyer was Vontobel Asset Management, opening a new position worth an estimated $335M. The largest seller was Capital World Investors, cutting an estimated $681M.

  • 710 institutional investors held Vulcan Materials (VMC) as of Q3 2021, up from 704 in Q2 2021.
  • Funds reported $20.1B of Vulcan Materials stock for Q3 2021, down 1.6% quarter-over-quarter.
  • 69 funds opened new Vulcan Materials positions in Q3 2021 and 52 closed out, a net change of +17 holders.
  • The largest Vulcan Materials buyer in Q3 2021 was Vontobel Asset Management, an estimated $335M added.
  • The largest Vulcan Materials seller in Q3 2021 was Capital World Investors, an estimated $681M sold.

Based on aggregated 13F filings for Q3 2021.