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Valmont Industries
VMI

256 hedge funds and large institutions have $2.69B invested in Valmont Industries in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

8% more funds holding

Funds holding: 237 → 256 (+19)

2% more capital invested

Capital invested by funds: $2.63B → $2.69B (+$65M)

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

1.92% less ownership

Funds ownership: 86.75% → 84.84% (-1.9%)

15% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.4M

28% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 100

Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
6.4%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
35
Increased
72
Reduced
100
Closed
9
Calls
$11.4M
Puts
$13.4M
Net Calls
-$2M
Net Calls Change
-$4.68M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$58.4M
2
Goldman Sachs
Goldman Sachs
New York
+$11M
3
BFA
BlackRock Fund Advisors
California
+$9.51M
4
AAM
ACK Asset Management
Connecticut
+$8.75M
5
Morgan Stanley
Morgan Stanley
New York
+$7.46M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$63.2M
2
Renaissance Technologies
Renaissance Technologies
New York
-$23.4M
3
PIM
Perkins Investment Management
Illinois
-$12.9M
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$8.93M
5
N
Nuveen
North Carolina
-$8.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMII
226
Farmers & Merchants Investments Inc
Nebraska
$28K – – –
Nomura Asset Management
227
Nomura Asset Management
Japan
$27K +$26.4K +190 New
WB
228
Webster Bank
Connecticut
$21K +$20.8K +150 New
TRCT
229
Tower Research Capital (TRC)
New York
$18K -$11.1K -80 -39%
EWM
230
Evercore Wealth Management
New York
$18K – – –
AWM
231
Avior Wealth Management
Nebraska
$15K -$1.39K -10 -9%
IA
232
IFP Advisors
Florida
$15K – – –
WCBA
233
Weaver C. Barksdale & Associates
Tennessee
$13K – – –
DSC
234
Duncker Streett & Co
Missouri
$10K – – –
AIL
235
AGF Investments LLC
Ontario, Canada
$10K +$9.16K +66 New
GWS
236
Glassman Wealth Services
Virginia
$9K – – –
GAM
237
Gemmer Asset Management
California
$8K – – –
EA
238
Edge Advisors
Georgia
$6K +$6.25K +45 New
Bessemer Group
239
Bessemer Group
New Jersey
$5K +$4.58K +33 New
CG
240
Cutler Group
California
$4K -$22.1K -159 -84%
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
MFS
242
MSI Financial Services
Massachusetts
$4K – – –
TSW
243
Thompson Siegel & Walmsley
Virginia
$3K +$2.78K +20 New
AIM
244
Advantage Investment Management
Iowa
$2K – – –
QI
245
QS Investors
New York
$2K – – –
VCM
246
Versant Capital Management
Arizona
$2K – – –
Parallax Volatility Advisers
247
Parallax Volatility Advisers
California
$2K +$1.94K +14 New
NFG
248
Next Financial Group
Texas
$1K – – –
OSAM
249
O'Shaughnessy Asset Management
Connecticut
$1K – – –
QCG
250
Quadrant Capital Group
Ohio
$1K – – –
7 8 9
10
11

VMI Hedge Fund Activity: Q4 2016 in Review

256 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q4 2016, worth a combined $2.69B — up 2.5% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VMI positions and 9 closed out — a net gain of 26 holders — while 72 added to existing stakes and 100 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $58.4M. The largest seller was JP Morgan Chase, cutting an estimated $63.2M.

  • 256 institutional investors held Valmont Industries (VMI) as of Q4 2016, up from 237 in Q3 2016.
  • Funds reported $2.69B of Valmont Industries stock for Q4 2016, up 2.5% quarter-over-quarter.
  • 35 funds opened new Valmont Industries positions in Q4 2016 and 9 closed out, a net change of +26 holders.
  • The largest Valmont Industries buyer in Q4 2016 was T. Rowe Price Associates, an estimated $58.4M added.
  • The largest Valmont Industries seller in Q4 2016 was JP Morgan Chase, an estimated $63.2M sold.

Based on aggregated 13F filings for Q4 2016.