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Vulcan Materials

718 hedge funds and large institutions have $20.9B invested in Vulcan Materials in 2022 Q4 according to their latest regulatory filings, with 101 funds opening new positions, 241 increasing their positions, 241 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more call options, than puts

Call options by funds: $63.1M | Put options by funds: $27.3M

124% more first-time investments, than exits

New positions opened: 101 | Existing positions closed: 45

9% more capital invested

Capital invested by funds: $19.1B → $20.9B (+$1.79B)

6% more funds holding

Funds holding: 677718 (+41)

0% more repeat investments, than reductions

Existing positions increased: 241 | Existing positions reduced: 241

0.57% less ownership

Funds ownership: 91.06%90.49% (-0.57%)

8% less funds holding in top 10

Funds holding in top 10: 1312 (-1)

Holders
718
Holders Change
+41
Holders Change %
+6.06%
% of All Funds
11.54%
Holding in Top 10
12
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.69%
% of All Funds
0.19%
New
101
Increased
241
Reduced
241
Closed
45
Calls
$63.1M
Puts
$27.3M
Net Calls
+$35.7M
Net Calls Change
+$22.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.54B +$33.2M +194,189 +1%
BlackRock
2
BlackRock
New York
$1.83B -$7.24M -42,321 -0.4%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$1.74B
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.54B +$25.4M +148,781 +2%
State Street
5
State Street
Massachusetts
$928M -$7.43M -43,482 -0.8%
Principal Financial Group
6
Principal Financial Group
Iowa
$798M +$5.61M +32,826 +0.7%
JP Morgan Chase
7
JP Morgan Chase
New York
$717M +$36.1M +211,244 +5%
ClearBridge Investments
8
ClearBridge Investments
New York
$509M +$19.6M +114,857 +4%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$490M +$11.1M +65,017 +2%
Northern Trust
10
Northern Trust
Illinois
$437M +$309K +1,809 +0.1%
Bank of America
11
Bank of America
North Carolina
$423M +$24.2M +141,380 +6%
Invesco
12
Invesco
Georgia
$421M -$40.5M -236,654 -9%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$411M +$17.7M +103,504 +5%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$406M -$2.33M -13,606 -0.6%
VAM
15
Vontobel Asset Management
New York
$394M -$5.92M -34,641 -2%
SP
16
Stockbridge Partners
Massachusetts
$341M -$58.2M -340,445 -15%
Bessemer Group
17
Bessemer Group
New Jersey
$308M -$6.73M -39,373 -2%
Morgan Stanley
18
Morgan Stanley
New York
$225M +$28.5M +166,627 +15%
Norges Bank
19
Norges Bank
Norway
$217M +$20.5M +120,140 +11%
LCOV
20
London Company of Virginia
Virginia
$199M -$2.74M -16,009 -1%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$187M +$3.71M +21,705 +2%
Holocene Advisors
22
Holocene Advisors
New York
$186M +$15.6M +91,174 +9%
DDC
23
DF Dent & Co
Maryland
$185M +$2.81M +16,457 +2%
Lazard Asset Management
24
Lazard Asset Management
New York
$174M -$12.2M -71,272 -7%
Balyasny Asset Management
25
Balyasny Asset Management
Illinois
$141M +$10.7M +62,547 +8%

VMC Hedge Fund Activity: Q4 2022 in Review

718 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q4 2022, worth a combined $20.9B — up 9.4% from $19.1B a quarter earlier.

Buyers outnumbered sellers: 101 funds opened new VMC positions and 45 closed out — a net gain of 56 holders — while 241 added to existing stakes and 241 trimmed.

The largest buyer was Artemis Investment Management, opening a new position worth an estimated $60.3M. The largest seller was Millennium Management, cutting an estimated $67.9M.

  • 718 institutional investors held Vulcan Materials (VMC) as of Q4 2022, up from 677 in Q3 2022.
  • Funds reported $20.9B of Vulcan Materials stock for Q4 2022, up 9.4% quarter-over-quarter.
  • 101 funds opened new Vulcan Materials positions in Q4 2022 and 45 closed out, a net change of +56 holders.
  • The largest Vulcan Materials buyer in Q4 2022 was Artemis Investment Management, an estimated $60.3M added.
  • The largest Vulcan Materials seller in Q4 2022 was Millennium Management, an estimated $67.9M sold.

Based on aggregated 13F filings for Q4 2022.