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Vulcan Materials

725 hedge funds and large institutions have $20.6B invested in Vulcan Materials in 2023 Q1 according to their latest regulatory filings, with 83 funds opening new positions, 265 increasing their positions, 240 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more first-time investments, than exits

New positions opened: 83 | Existing positions closed: 62

25% more funds holding in top 10

Funds holding in top 10: 1215 (+3)

10% more repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 240

1% more funds holding

Funds holding: 718725 (+7)

1% more call options, than puts

Call options by funds: $44.3M | Put options by funds: $43.9M

0.15% less ownership

Funds ownership: 90.49%90.34% (-0.15%)

1% less capital invested

Capital invested by funds: $20.9B → $20.6B (-$266M)

Holders
725
Holders Change
+7
Holders Change %
+0.97%
% of All Funds
11.55%
Holding in Top 10
15
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+25%
% of All Funds
0.24%
New
83
Increased
265
Reduced
240
Closed
62
Calls
$44.3M
Puts
$43.9M
Net Calls
+$422K
Net Calls Change
-$35.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.6B +$110M +618,356 +4%
BlackRock
2
BlackRock
New York
$1.74B -$63.1M -355,378 -3%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$1.71B
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.52B +$8.88M +50,039 +0.6%
State Street
5
State Street
Massachusetts
$903M -$6.92M -38,952 -0.7%
Principal Financial Group
6
Principal Financial Group
Iowa
$767M -$14.8M -83,340 -2%
JP Morgan Chase
7
JP Morgan Chase
New York
$680M -$23.3M -131,001 -3%
ClearBridge Investments
8
ClearBridge Investments
New York
$515M +$17.5M +98,540 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$489M +$8.9M +50,151 +2%
Northern Trust
10
Northern Trust
Illinois
$430M +$1.08M +6,069 +0.2%
Bank of America
11
Bank of America
North Carolina
$421M +$6.22M +35,019 +1%
Allspring Global Investments
12
Allspring Global Investments
North Carolina
$409M +$11M +62,024 +3%
Invesco
13
Invesco
Georgia
$392M -$20.5M -115,183 -5%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$381M -$22.4M -126,237 -5%
VAM
15
Vontobel Asset Management
New York
$316M -$68.1M -383,683 -18%
SP
16
Stockbridge Partners
Massachusetts
$307M -$27.7M -155,819 -8%
Norges Bank
17
Norges Bank
Norway
$233M +$20.4M +114,669 +9%
Bessemer Group
18
Bessemer Group
New Jersey
$214M -$91.3M -514,437 -29%
Morgan Stanley
19
Morgan Stanley
New York
$213M -$7.52M -42,363 -3%
DDC
20
DF Dent & Co
Maryland
$210M +$29.4M +165,463 +16%
Lazard Asset Management
21
Lazard Asset Management
New York
$203M +$34M +191,403 +19%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$198M -$301K -1,694 -0.1%
LCOV
23
London Company of Virginia
Virginia
$193M -$1.67M -9,416 -0.8%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$175M -$7.99M -44,975 -4%
Legal & General Group
25
Legal & General Group
United Kingdom
$131M +$2.59M +14,578 +2%

VMC Hedge Fund Activity: Q1 2023 in Review

725 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q1 2023, worth a combined $20.6B — down 1.3% from $20.9B a quarter earlier.

Buyers outnumbered sellers: 83 funds opened new VMC positions and 62 closed out — a net gain of 21 holders — while 265 added to existing stakes and 240 trimmed.

The largest buyer was Senator Investment Group, opening a new position worth an estimated $124M. The largest seller was Holocene Advisors, cutting an estimated $145M.

  • 725 institutional investors held Vulcan Materials (VMC) as of Q1 2023, up from 718 in Q4 2022.
  • Funds reported $20.6B of Vulcan Materials stock for Q1 2023, down 1.3% quarter-over-quarter.
  • 83 funds opened new Vulcan Materials positions in Q1 2023 and 62 closed out, a net change of +21 holders.
  • The largest Vulcan Materials buyer in Q1 2023 was Senator Investment Group, an estimated $124M added.
  • The largest Vulcan Materials seller in Q1 2023 was Holocene Advisors, an estimated $145M sold.

Based on aggregated 13F filings for Q1 2023.