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Valmont Industries

238 hedge funds and large institutions have $1.97B invested in Valmont Industries in 2020 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 84 increasing their positions, 82 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 82

0.76% more ownership

Funds ownership: 86.74%87.5% (+0.76%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less funds holding

Funds holding: 254238 (-16)

29% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $4.4M

30% less capital invested

Capital invested by funds: $2.8B → $1.97B (-$825M)

30% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 43

Holders
238
Holders Change
-16
Holders Change %
-6.3%
% of All Funds
5.24%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
84
Reduced
82
Closed
43
Calls
$3.14M
Puts
$4.4M
Net Calls
-$1.26M
Net Calls Change
-$991K
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
26
Invesco
Georgia
$20.9M -$17.7M -136,189 -41%
Northern Trust
27
Northern Trust
Illinois
$19M +$23.6K +182 +0.1%
KBC Group
28
KBC Group
Belgium
$17.6M -$4.14M -31,926 -16%
BTW
29
Boston Trust Walden
Massachusetts
$16.5M +$6.3M +48,557 +45%
First Trust Advisors
30
First Trust Advisors
Illinois
$13.7M +$2.06M +15,890 +14%
Charles Schwab
31
Charles Schwab
California
$11.7M +$496K +3,827 +4%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$10.1M +$6.1M +47,047 +101%
HP
33
Harvey Partners
New York
$8.89M +$584K +4,500 +6%
N
34
Nuveen
North Carolina
$8.81M +$511K +3,938 +5%
Millennium Management
35
Millennium Management
New York
$8.65M -$5.73M -44,166 -35%
KCM
36
Kennedy Capital Management
Missouri
$8.4M +$4.93M +38,025 +92%
Ameriprise
37
Ameriprise
Minnesota
$8.09M +$2.5M +19,308 +34%
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$7.55M -$16.9K -130 -0.2%
American Century Companies
39
American Century Companies
Missouri
$7.21M +$467K +3,601 +6%
Principal Financial Group
40
Principal Financial Group
Iowa
$7M -$3.53M -27,248 -29%
GC
41
Guggenheim Capital
Illinois
$6.39M -$189K -1,459 -2%
Legal & General Group
42
Legal & General Group
United Kingdom
$6.37M -$258K -1,989 -3%
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$6.14M +$653K +5,039 +10%
GLA
44
Great Lakes Advisors
Illinois
$6M -$110K -849 -1%
DGHMC
45
Dalton, Greiner, Hartman, Maher & Co
New York
$5.83M +$7.13M +55,003 New
OPS
46
Orion Portfolio Solutions
Nebraska
$5.76M -$259 -2 -0%
RS
47
Robeco Schweiz
Switzerland
$5.63M +$7.16M +55,216 New
Wells Fargo
48
Wells Fargo
California
$5.54M +$741K +5,711 +12%
OIA
49
OneDigital Investment Advisors
Kansas
$5.5M -$13K -100 -0.2%
California Public Employees Retirement System
50
California Public Employees Retirement System
California
$5.12M -$329K -2,535 -5%

VMI Hedge Fund Activity: Q1 2020 in Review

238 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q1 2020, worth a combined $1.97B — down 30% from $2.8B a quarter earlier.

Sellers outnumbered buyers: 43 funds closed out of VMI and 30 opened new positions — a net loss of 13 holders — while 82 trimmed existing stakes and 84 added.

The largest buyer was Victory Capital Management, adding an estimated $72.6M. The largest seller was T. Rowe Price Associates, cutting an estimated $33.3M.

  • 238 institutional investors held Valmont Industries (VMI) as of Q1 2020, down from 254 in Q4 2019.
  • Funds reported $1.97B of Valmont Industries stock for Q1 2020, down 30% quarter-over-quarter.
  • 30 funds opened new Valmont Industries positions in Q1 2020 and 43 closed out, a net change of -13 holders.
  • The largest Valmont Industries buyer in Q1 2020 was Victory Capital Management, an estimated $72.6M added.
  • The largest Valmont Industries seller in Q1 2020 was T. Rowe Price Associates, an estimated $33.3M sold.

Based on aggregated 13F filings for Q1 2020.