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Valmont Industries
VMI

291 hedge funds and large institutions have $3.64B invested in Valmont Industries in 2013 Q4 according to their latest regulatory filings, with 47 funds opening new positions, 111 increasing their positions, 104 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

14% more capital invested

Capital invested by funds: $3.19B → $3.64B (+$456M)

5.52% more ownership

Funds ownership: 85.86% → 91.37% (+5.5%)

7% more repeat investments, than reductions

Existing positions increased: 111 | Existing positions reduced: 104

5% less funds holding

Funds holding: 305 → 291 (-14)

19% less first-time investments, than exits

New positions opened: 47 | Existing positions closed: 58

50% less call options, than puts

Call options by funds: $8.93M | Put options by funds: $17.7M

Holders
291
Holders Change
-14
Holders Change %
-4.59%
% of All Funds
8.45%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.12%
New
47
Increased
111
Reduced
104
Closed
58
Calls
$8.93M
Puts
$17.7M
Net Calls
-$8.77M
Net Calls Change
-$228K

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.6M
2
EC
Eminence Capital
New York
+$79.3M
3
SCP
Seizert Capital Partners
Michigan
+$44.6M
4
RA
Royce & Associates
New York
+$41M
5
BIT
BlackRock Institutional Trust
California
+$23.6M

Top Sellers

1
KCM
Kornitzer Capital Management
Kansas
-$55.1M
2
Prudential Financial
Prudential Financial
New Jersey
-$32.3M
3
HCM
Highbridge Capital Management
New York
-$26.4M
4
KAM
Keeley Asset Management
Illinois
-$21.4M
5
TCIM
TIAA CREF Investment Management
New York
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
26
Deutsche Bank
Germany
$26.5M -$2.97M -21,037 -11%
BG
27
BlackRock Group
United Kingdom
$25.3M +$6.01M +42,544 +33%
MAA
28
Managed Account Advisors
New Jersey
$24.4M +$3.34M +23,676 +17%
Norges Bank
29
Norges Bank
Norway
$24.2M -$1M -7,093 -4%
EVM
30
Eaton Vance Management
Massachusetts
$23.6M -$9.32K -66 -0%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$22.9M -$3.53K -25 -0%
TCIM
32
TIAA CREF Investment Management
New York
$22.1M -$17.8M -126,222 -46%
State of Wisconsin Investment Board
33
State of Wisconsin Investment Board
Wisconsin
$20.8M -$1.01M -7,118 -5%
IG
34
ING Group
Netherlands
$20M +$9.04M +64,029 +91%
Renaissance Technologies
35
Renaissance Technologies
New York
$20M -$15.5M -109,600 -45%
IAMU
36
Impax Asset Management (UK)
United Kingdom
$19.4M +$7.08M +50,100 +63%
GAM
37
Gotham Asset Management
New York
$19.2M +$2.49M +17,636 +16%
RMDI
38
R.M. Davis Inc
Maine
$19.1M +$7.1M +50,270 +65%
Geode Capital Management
39
Geode Capital Management
Massachusetts
$18.8M +$291K +2,061 +2%
RP
40
Reinhart Partners
Wisconsin
$17.3M +$16.4M +116,121 New
UBS AM
41
UBS AM
Illinois
$16.3M +$946K +6,700 +7%
California Public Employees Retirement System
42
California Public Employees Retirement System
California
$16.2M +$7.77M +55,031 +103%
Schroder Investment Management Group
43
Schroder Investment Management Group
United Kingdom
$15.1M +$1.79M +12,700 +14%
Dimensional Fund Advisors
44
Dimensional Fund Advisors
Texas
$14.8M +$1.07M +7,552 +8%
TAM
45
Trillium Asset Management
Massachusetts
$14.4M +$581K +4,116 +4%
Goldman Sachs
46
Goldman Sachs
New York
$14.4M +$4.74M +33,562 +54%
Morgan Stanley
47
Morgan Stanley
New York
$13.9M -$13.3M -93,978 -50%
BA
48
BlackRock Advisors
Delaware
$12.7M +$79.1K +560 +0.7%
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$12.4M -$1.13M -7,968 -9%
Lord, Abbett & Co
50
Lord, Abbett & Co
New Jersey
$12.2M +$7.05M +49,900 +155%
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VMI Hedge Fund Activity: Q4 2013 in Review

291 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q4 2013, worth a combined $3.64B — up 14% from $3.19B a quarter earlier.

Sellers outnumbered buyers: 58 funds closed out of VMI and 47 opened new positions — a net loss of 11 holders — while 104 trimmed existing stakes and 111 added.

The largest buyer was Fidelity Investments, adding an estimated $81.6M. The largest seller was Kornitzer Capital Management, exiting entirely with an estimated $55.1M sold.

  • 291 institutional investors held Valmont Industries (VMI) as of Q4 2013, down from 305 in Q3 2013.
  • Funds reported $3.64B of Valmont Industries stock for Q4 2013, up 14% quarter-over-quarter.
  • 47 funds opened new Valmont Industries positions in Q4 2013 and 58 closed out, a net change of -11 holders.
  • The largest Valmont Industries buyer in Q4 2013 was Fidelity Investments, an estimated $81.6M added.
  • The largest Valmont Industries seller in Q4 2013 was Kornitzer Capital Management, an estimated $55.1M sold.

Based on aggregated 13F filings for Q4 2013.