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Valmont Industries
VMI

262 hedge funds and large institutions have $2.96B invested in Valmont Industries in 2014 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 72 increasing their positions, 114 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 47 | Existing positions closed: 39

1% more funds holding

Funds holding: 259 → 262 (+3)

3.59% less ownership

Funds ownership: 98.35% → 94.77% (-3.6%)

15% less capital invested

Capital invested by funds: $3.47B → $2.96B (-$516M)

33% less funds holding in top 10

Funds holding in top 10: 6 → 4 (-2)

37% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 114

42% less call options, than puts

Call options by funds: $5.68M | Put options by funds: $9.76M

Holders
262
Holders Change
+3
Holders Change %
+1.16%
% of All Funds
6.99%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.11%
New
47
Increased
72
Reduced
114
Closed
39
Calls
$5.68M
Puts
$9.76M
Net Calls
-$4.08M
Net Calls Change
-$191K

Top Buyers

Rank Fund Capital Flow
1
PIM
Perkins Investment Management
Illinois
+$72.3M
2
Neuberger Berman Group
Neuberger Berman Group
New York
+$32.6M
3
TAM
Third Avenue Management
New York
+$24.3M
4
BCM
Becker Capital Management
Oregon
+$20.3M
5
Citadel Advisors
Citadel Advisors
Florida
+$12.8M

Top Sellers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
-$104M
2
FPP
Findlay Park Partners
United Kingdom
-$47.9M
3
Invesco
Invesco
Georgia
-$40.7M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$37.1M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$32M
Name Holding Trade Value Shares
Change 		Change in
Stake
DSC
251
Duncker Streett & Co
Missouri
$9K – – –
CCS
252
Crosspoint Capital Strategies
California
$9K +$8.94K +67 New
GWS
253
Glassman Wealth Services
Virginia
$8K +$8.14K +61 New
AIM
254
Advantage Investment Management
Iowa
$7K +$7.08K +53 New
GAM
255
Gemmer Asset Management
California
$5K -$801 -6 -13%
Manulife (Manufacturers Life Insurance)
256
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.84K +$480K +3,596 +10%
FMP
257
Financial Management Professionals
Texas
$4K +$4.67K +35 New
SIA
258
Stancorp Investment Advisers
Oregon
$4K +$4.67K +35 New
SEI Investments
259
SEI Investments
Pennsylvania
$3K +$2.94K +22 New
FPFS
260
First Personal Financial Services
North Carolina
$2K +$3.07K +23 New
NPC
261
National Planning Corporation
California
$1.86K +$2K +15 New
BRWA
262
B. Riley Wealth Advisors
Florida
$13 +$13.6K +102 New
FPP
263
Findlay Park Partners
United Kingdom
– -$47.9M -355,180 Closed
CWAM
264
Columbia Wanger Asset Management
Illinois
– -$31M -230,000 Closed
EVM
265
Eaton Vance Management
Massachusetts
– -$14.5M -107,423 Closed
NAP
266
New Amsterdam Partners
New York
– -$13.7M -101,390 Closed
IAMU
267
Impax Asset Management (UK)
United Kingdom
– -$13.5M -99,800 Closed
Wellington Management Group
268
Wellington Management Group
Massachusetts
– -$6.2M -45,948 Closed
RS
269
Robeco Schweiz
Switzerland
– -$5.68M -41,994 Closed
State of Tennessee, Department of Treasury
270
State of Tennessee, Department of Treasury
Tennessee
– -$5.3M -39,300 Closed
WC
271
Walthausen & Co
New York
– -$4.94M -36,612 Closed
FTIOP
272
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$4.09M -30,339 Closed
GF
273
Goodman Financial
Texas
– -$3.7M -27,397 Closed
IG
274
ING Group
Netherlands
– -$3.57M -26,416 Closed
IAS
275
IMA Advisory Services
Colorado
– -$1.96M -14,490 Closed
9 10
11
12 13

VMI Hedge Fund Activity: Q4 2014 in Review

262 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q4 2014, worth a combined $2.96B — down 15% from $3.47B a quarter earlier.

Buyers outnumbered sellers: 47 funds opened new VMI positions and 39 closed out — a net gain of 8 holders — while 72 added to existing stakes and 114 trimmed.

The largest buyer was Perkins Investment Management, adding an estimated $72.3M. The largest seller was Fidelity Investments, cutting an estimated $104M.

  • 262 institutional investors held Valmont Industries (VMI) as of Q4 2014, up from 259 in Q3 2014.
  • Funds reported $2.96B of Valmont Industries stock for Q4 2014, down 15% quarter-over-quarter.
  • 47 funds opened new Valmont Industries positions in Q4 2014 and 39 closed out, a net change of +8 holders.
  • The largest Valmont Industries buyer in Q4 2014 was Perkins Investment Management, an estimated $72.3M added.
  • The largest Valmont Industries seller in Q4 2014 was Fidelity Investments, an estimated $104M sold.

Based on aggregated 13F filings for Q4 2014.