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Valmont Industries
VMI

263 hedge funds and large institutions have $2.89B invested in Valmont Industries in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $15.4M

0.76% less ownership

Funds ownership: 87.89% → 87.14% (-0.76%)

5% less funds holding

Funds holding: 276 → 263 (-13)

11% less capital invested

Capital invested by funds: $3.25B → $2.89B (-$361M)

25% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 104

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

63% less funds holding in top 10

Funds holding in top 10: 8 → 3 (-5)

Holders
263
Holders Change
-13
Holders Change %
-4.71%
% of All Funds
6.03%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
27
Increased
78
Reduced
104
Closed
37
Calls
$17.9M
Puts
$15.4M
Net Calls
+$2.56M
Net Calls Change
+$6.47M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$53.5M
2
IAMU
Impax Asset Management (UK)
United Kingdom
+$38.6M
3
Neuberger Berman Group
Neuberger Berman Group
New York
+$19.9M
4
NC
Nitorum Capital
New York
+$11.6M
5
RS
Robeco Schweiz
Switzerland
+$10.1M

Top Sellers

Rank Fund Capital Flow
1
SCP
Seizert Capital Partners
Michigan
-$24.9M
2
MP
Makaira Partners
California
-$21.2M
3
Wells Fargo
Wells Fargo
California
-$16M
4
CM
Castleark Management
Illinois
-$15.4M
5
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$14.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
MYIA
226
Mount Yale Investment Advisors
Colorado
$138K +$148K +946 New
AIM
227
Arcadia Investment Management
Michigan
$136K -$45.3K -290 -24%
IOOF
228
Independent Order of Foresters
Ontario, Canada
$118K -$3.13K -20 -2%
PCM
229
Penserra Capital Management
California
$74K +$82.9K +530 New
AG
230
Advisor Group
Arizona
$62K -$11.4K -73 -15%
NWM
231
Northwest Wealth Management
Iowa
$62K +$66K +422 New
MGIA
232
Moneta Group Investment Advisors
Missouri
$58K +$61.8K +395 New
CSS
233
Cubist Systematic Strategies
Connecticut
$40K -$777K -4,968 -95%
FMII
234
Farmers & Merchants Investments Inc
Nebraska
$29K – – –
Fuller & Thaler Asset Management
235
Fuller & Thaler Asset Management
California
$29K – – –
Fifth Third Bancorp
236
Fifth Third Bancorp
Ohio
$25K +$18.3K +117 +229%
BAM
237
Bruderman Asset Management
New York
$25K +$26.9K +172 New
DSN
238
D. Scott Neal
Kentucky
$22K – – –
WB
239
Webster Bank
Connecticut
$22K – – –
IA
240
IFP Advisors
Florida
$18K – – –
PCP
241
Proficio Capital Partners
Massachusetts
$12K +$4.53K +29 +55%
DSC
242
Duncker Streett & Co
Missouri
$10K – – –
CIBC Private Wealth Group
243
CIBC Private Wealth Group
Georgia
$10K +$10.9K +70 New
FDCDDQ
244
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.78K – – –
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
GAM
246
Gemmer Asset Management
California
$8K – – –
AIL
247
AGF Investments LLC
Ontario, Canada
$8K +$938 +6 +12%
WAM
248
Wealthspire Advisors (Maryland)
Maryland
$7K -$7.04K -45 -50%
AWM
249
Avior Wealth Management
Nebraska
$6K – – –
EA
250
Edge Advisors
Georgia
$6K – – –
8 9
10
11 12

VMI Hedge Fund Activity: Q1 2018 in Review

263 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q1 2018, worth a combined $2.89B — down 11% from $3.25B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of VMI and 27 opened new positions — a net loss of 10 holders — while 104 trimmed existing stakes and 78 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $53.5M. The largest seller was Seizert Capital Partners, cutting an estimated $24.9M.

  • 263 institutional investors held Valmont Industries (VMI) as of Q1 2018, down from 276 in Q4 2017.
  • Funds reported $2.89B of Valmont Industries stock for Q1 2018, down 11% quarter-over-quarter.
  • 27 funds opened new Valmont Industries positions in Q1 2018 and 37 closed out, a net change of -10 holders.
  • The largest Valmont Industries buyer in Q1 2018 was T. Rowe Price Associates, an estimated $53.5M added.
  • The largest Valmont Industries seller in Q1 2018 was Seizert Capital Partners, an estimated $24.9M sold.

Based on aggregated 13F filings for Q1 2018.