Valmont Industries
273 hedge funds and large institutions have $3.69B invested in Valmont Industries in 2014 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 107 increasing their positions, 99 reducing their positions, and 45 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
1.05% more ownership
Funds ownership: 91.37% → 92.43% (+1.1%)
8% more repeat investments, than reductions
Existing positions increased: 107 | Existing positions reduced: 99
1% more capital invested
Capital invested by funds: $3.64B → $3.69B (+$42.9M)
6% less funds holding
Funds holding: 291 → 273 (-18)
31% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 45
34% less call options, than puts
Call options by funds: $7.93M | Put options by funds: $12M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
+$68.5M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$59.9M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$32.5M |
| 4 |
AM
Appaloosa Management
Miami Beach,
Florida
|
+$25.7M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$20.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BIT
BlackRock Institutional Trust
San Francisco,
California
|
-$62.4M |
| 2 |
Bank of New York Mellon
New York
|
-$34.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$29.1M |
| 4 |
Prudential Financial
Newark,
New Jersey
|
-$24.6M |
| 5 |
BlackRock
New York
|
-$21.2M |
VMI Hedge Fund Activity: Q1 2014 in Review
273 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q1 2014, worth a combined $3.69B — up 1.2% from $3.64B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of VMI and 31 opened new positions — a net loss of 14 holders — while 99 trimmed existing stakes and 107 added.
The largest buyer was Fiduciary Management Inc, opening a new position worth an estimated $68.5M. The largest seller was BlackRock Institutional Trust, cutting an estimated $62.4M.
- 273 institutional investors held Valmont Industries (VMI) as of Q1 2014, down from 291 in Q4 2013.
- Funds reported $3.69B of Valmont Industries stock for Q1 2014, up 1.2% quarter-over-quarter.
- 31 funds opened new Valmont Industries positions in Q1 2014 and 45 closed out, a net change of -14 holders.
- The largest Valmont Industries buyer in Q1 2014 was Fiduciary Management Inc, an estimated $68.5M added.
- The largest Valmont Industries seller in Q1 2014 was BlackRock Institutional Trust, an estimated $62.4M sold.
Based on aggregated 13F filings for Q1 2014.