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Valmont Industries

378 hedge funds and large institutions have $5.27B invested in Valmont Industries in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

4% more funds holding

Funds holding: 363378 (+15)

0.05% more ownership

Funds ownership: 85.9%85.95% (+0.05%)

0% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 132

10% less capital invested

Capital invested by funds: $5.85B → $5.27B (-$583M)

35% less call options, than puts

Call options by funds: $3.2M | Put options by funds: $4.89M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
378
Holders Change
+15
Holders Change %
+4.13%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
57
Increased
132
Reduced
132
Closed
40
Calls
$3.2M
Puts
$4.89M
Net Calls
-$1.69M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BFS
301
Bradley Foster & Sargent
Connecticut
$277K -$1.62M -5,603 -85%
CW
302
CreativeOne Wealth
Kansas
$274K +$289 +1 +0.1%
PI
303
PFG Investments
New York
$267K +$3.47K +12 +1%
KIA
304
KLR Investment Advisors
Rhode Island
$262K -$27.4K -95 -10%
V
305
Veritable
Delaware
$256K +$254K +880 New
CWP
306
Cyndeo Wealth Partners
Florida
$255K
FP
307
Foundry Partners
Minnesota
$255K
Bessemer Group
308
Bessemer Group
New Jersey
$241K +$15K +52 +7%
SCA
309
Snowden Capital Advisors
New York
$237K +$235K +815 New
SPIA
310
Steward Partners Investment Advisory
New York
$233K
SPA
311
Sherbrooke Park Advisers
New York
$233K +$231K +800 New
CCM
312
Coldstream Capital Management
Washington
$230K +$13K +45 +6%
VPIM
313
Vanguard Personalized Indexing Management
California
$229K -$18.2K -63 -7%
Robeco Institutional Asset Management
314
Robeco Institutional Asset Management
Netherlands
$227K +$226K +781 New
API
315
Advisor Partners II
California
$217K +$1.16K +4 +0.5%
PWG
316
Portside Wealth Group
Utah
$215K +$213K +738 New
EI
317
Ellevest Inc
New York
$214K +$87.5K +303 +70%
CM
318
Capula Management
Cayman Islands
$210K +$208K +720 New
SI
319
Stephens Inc
Arkansas
$203K +$202K +698 New
KI
320
Kapitalo Investimentos
Brazil
$163K +$81.7K +283 +102%
SAM
321
Shell Asset Management
Netherlands
$155K -$867 -3 -0.6%
PVH
322
Psagot Value Holdings
Israel
$146K -$22.8K -79 -14%
HCM
323
Highlander Capital Management
New Jersey
$146K
SG Americas Securities
324
SG Americas Securities
New York
$144K -$3.58M -12,403 -96%
CAM
325
Chesapeake Asset Management
New York
$125K -$275K -951 -69%

VMI Hedge Fund Activity: Q2 2023 in Review

378 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q2 2023, worth a combined $5.27B — down 10% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VMI positions and 40 closed out — a net gain of 17 holders — while 132 added to existing stakes and 132 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $31.2M. The largest seller was Fidelity Investments, cutting an estimated $70.7M.

  • 378 institutional investors held Valmont Industries (VMI) as of Q2 2023, up from 363 in Q1 2023.
  • Funds reported $5.27B of Valmont Industries stock for Q2 2023, down 10% quarter-over-quarter.
  • 57 funds opened new Valmont Industries positions in Q2 2023 and 40 closed out, a net change of +17 holders.
  • The largest Valmont Industries buyer in Q2 2023 was Allspring Global Investments, an estimated $31.2M added.
  • The largest Valmont Industries seller in Q2 2023 was Fidelity Investments, an estimated $70.7M sold.

Based on aggregated 13F filings for Q2 2023.