Valmont Industries
241 hedge funds and large institutions have $2.09B invested in Valmont Industries in 2015 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 69 increasing their positions, 91 reducing their positions, and 20 closing their positions.
90% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 20
9% more capital invested
Capital invested by funds: $1.92B → $2.09B (+$170M)
8% more funds holding
Funds holding: 224 → 241 (+17)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
0.84% less ownership
Funds ownership: 87.32% → 86.47% (-0.84%)
3% less call options, than puts
Call options by funds: $4.16M | Put options by funds: $4.3M
24% less repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 91
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$91.7M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$34.1M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$18.4M |
| 4 |
Morgan Stanley
New York
|
+$17.1M |
| 5 |
CCMH
Cornerstone Capital Management Holdings
New York
|
+$10.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$51.5M |
| 2 |
RA
Royce & Associates
New York
|
-$45M |
| 3 |
PIM
Perkins Investment Management
Chicago,
Illinois
|
-$39.1M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$37.1M |
| 5 |
BAMCO Inc
New York
|
-$35.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VIA
251
Vident Investment Advisory
Alpharetta,
Georgia
| – | -$710K | -7,478 | Closed |
|
|
AAM
252
Azzad Asset Management
Falls Church,
Virginia
| – | -$625K | -6,587 | Closed |
|
|
PL
253
Parkwood LLC
Cleveland,
Ohio
| – | -$249K | -2,620 | Closed |
|
|
BA
254
Bridgewater Associates
Westport,
Connecticut
| – | -$218K | -2,300 | Closed |
|
255
LSV Asset Management
Chicago,
Illinois
| – | -$37K | -400 | Closed |
|
|
IRS
256
Invictus RG (Singapore)
Singapore
| – | -$26K | -273 | Closed |
|
|
PAI
257
Pittenger & Anderson Inc
Lincoin,
Nebraska
| – | -$24K | -250 | Closed |
|
|
TRCT
258
Tower Research Capital (TRC)
New York
| – | -$15K | -160 | Closed |
|
|
W
259
Wealthfront
Palo Alto,
California
| – | -$11K | -114 | Closed |
|
|
FHA
260
First Horizon Advisors
Memphis,
Tennessee
| – | -$9K | -101 | Closed |
|
|
SSB
261
Sandy Spring Bank
Olney,
Maryland
| – | -$2K | -20 | Closed |
|
VMI Hedge Fund Activity: Q4 2015 in Review
241 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q4 2015, worth a combined $2.09B — up 8.8% from $1.92B a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new VMI positions and 20 closed out — a net gain of 18 holders — while 69 added to existing stakes and 91 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $91.7M. The largest seller was Fidelity Investments, cutting an estimated $51.5M.
- 241 institutional investors held Valmont Industries (VMI) as of Q4 2015, up from 224 in Q3 2015.
- Funds reported $2.09B of Valmont Industries stock for Q4 2015, up 8.8% quarter-over-quarter.
- 38 funds opened new Valmont Industries positions in Q4 2015 and 20 closed out, a net change of +18 holders.
- The largest Valmont Industries buyer in Q4 2015 was T. Rowe Price Associates, an estimated $91.7M added.
- The largest Valmont Industries seller in Q4 2015 was Fidelity Investments, an estimated $51.5M sold.
Based on aggregated 13F filings for Q4 2015.