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Vulcan Materials

763 hedge funds and large institutions have $24.6B invested in Vulcan Materials in 2023 Q3 according to their latest regulatory filings, with 86 funds opening new positions, 272 increasing their positions, 258 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more call options, than puts

Call options by funds: $110M | Put options by funds: $61.2M

23% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 70

1% more funds holding

Funds holding: 755763 (+8)

5% more repeat investments, than reductions

Existing positions increased: 272 | Existing positions reduced: 258

0.28% more ownership

Funds ownership: 91.01%91.28% (+0.28%)

10% less capital invested

Capital invested by funds: $27.3B → $24.6B (-$2.73B)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

Holders
763
Holders Change
+8
Holders Change %
+1.06%
% of All Funds
12.11%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.27%
New
86
Increased
272
Reduced
258
Closed
70
Calls
$110M
Puts
$61.2M
Net Calls
+$48.4M
Net Calls Change
+$43M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.06B -$3.28M -15,087 -0.1%
BlackRock
2
BlackRock
New York
$2.18B +$121M +557,279 +5%
State Farm Mutual Automobile Insurance
3
State Farm Mutual Automobile Insurance
Illinois
$1.98B -$31.1M -143,191 -1%
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$1.56B -$159M -730,722 -9%
State Street
5
State Street
Massachusetts
$1.04B -$48.1M -221,121 -4%
JP Morgan Chase
6
JP Morgan Chase
New York
$910M +$315M +1,447,700 +47%
Principal Financial Group
7
Principal Financial Group
Iowa
$878M -$13.8M -63,325 -1%
Fidelity Investments
8
Fidelity Investments
Massachusetts
$615M +$42.3M +194,337 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$607M +$13.9M +64,034 +2%
ClearBridge Investments
10
ClearBridge Investments
New York
$595M -$17.5M -80,397 -3%
Northern Trust
11
Northern Trust
Illinois
$501M +$11.8M +54,450 +2%
Bank of America
12
Bank of America
North Carolina
$499M +$15M +68,773 +3%
Invesco
13
Invesco
Georgia
$468M +$18.1M +83,185 +4%
Allspring Global Investments
14
Allspring Global Investments
North Carolina
$439M -$76.4M -351,181 -14%
SP
15
Stockbridge Partners
Massachusetts
$378M -$38.9M -179,004 -9%
VAM
16
Vontobel Asset Management
New York
$373M -$2.95M -13,565 -0.8%
T. Rowe Price Associates
17
T. Rowe Price Associates
Maryland
$335M -$106M -488,511 -23%
Goldman Sachs
18
Goldman Sachs
New York
$296M +$116M +531,154 +57%
Norges Bank
19
Norges Bank
Norway
$277M +$19.7M +90,781 +7%
Morgan Stanley
20
Morgan Stanley
New York
$269M +$12.2M +55,992 +4%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$237M +$730K +3,356 +0.3%
DDC
22
DF Dent & Co
Maryland
$232M -$10.8M -49,532 -4%
LCOV
23
London Company of Virginia
Virginia
$217M +$2.51M +11,548 +1%
Amundi
24
Amundi
France
$213M +$112M +516,908 +104%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$192M -$3.5M -16,080 -2%

VMC Hedge Fund Activity: Q3 2023 in Review

763 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vulcan Materials (VMC) for Q3 2023, worth a combined $24.6B — down 10% from $27.3B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new VMC positions and 70 closed out — a net gain of 16 holders — while 272 added to existing stakes and 258 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $315M. The largest seller was Massachusetts Financial Services, cutting an estimated $159M.

  • 763 institutional investors held Vulcan Materials (VMC) as of Q3 2023, up from 755 in Q2 2023.
  • Funds reported $24.6B of Vulcan Materials stock for Q3 2023, down 10% quarter-over-quarter.
  • 86 funds opened new Vulcan Materials positions in Q3 2023 and 70 closed out, a net change of +16 holders.
  • The largest Vulcan Materials buyer in Q3 2023 was JP Morgan Chase, an estimated $315M added.
  • The largest Vulcan Materials seller in Q3 2023 was Massachusetts Financial Services, an estimated $159M sold.

Based on aggregated 13F filings for Q3 2023.