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Valmont Industries

304 hedge funds and large institutions have $4.36B invested in Valmont Industries in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 90 increasing their positions, 111 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more call options, than puts

Call options by funds: $6.4M | Put options by funds: $5.03M

15% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 33

1% more funds holding

Funds holding: 301304 (+3)

2% less capital invested

Capital invested by funds: $4.46B → $4.36B (-$91.5M)

1.14% less ownership

Funds ownership: 88.56%87.42% (-1.1%)

19% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 111

33% less funds holding in top 10

Funds holding in top 10: 64 (-2)

Holders
304
Holders Change
+3
Holders Change %
+1%
% of All Funds
5.29%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
38
Increased
90
Reduced
111
Closed
33
Calls
$6.4M
Puts
$5.03M
Net Calls
+$1.37M
Net Calls Change
-$8.43M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$41.1M -$1.08M -4,467 -3%
Northern Trust
27
Northern Trust
Illinois
$40.1M -$1.32M -5,463 -3%
First Trust Advisors
28
First Trust Advisors
Illinois
$39.2M -$2.84M -11,720 -7%
AIM
29
Artemis Investment Management
United Kingdom
$39.1M +$5.73M +23,701 +17%
Lazard Asset Management
30
Lazard Asset Management
New York
$28.8M -$21.8M -89,973 -42%
GF
31
Greenhouse Funds
Maryland
$27.4M -$2.62M -10,819 -9%
Principal Financial Group
32
Principal Financial Group
Iowa
$26.2M +$3.81M +15,765 +17%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$24M +$2.01M +8,289 +9%
AllianceBernstein
34
AllianceBernstein
Tennessee
$23.5M -$9.65M -39,862 -29%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$20.8M +$7.32M +30,268 +52%
GI
36
GAMCO Investors
Connecticut
$20.8M +$11.4M +46,950 +114%
N
37
Nuveen
North Carolina
$19.7M +$569K +2,350 +3%
PTB
38
Pioneer Trust Bank
Oregon
$19.6M -$546K -2,256 -3%
Thrivent Financial for Lutherans
39
Thrivent Financial for Lutherans
Minnesota
$18.6M -$1.09M -4,493 -5%
KCM
40
Kennedy Capital Management
Missouri
$18.4M +$319K +1,318 +2%
HAI
41
Hennessy Advisors Inc
California
$17.3M
BTW
42
Boston Trust Walden
Massachusetts
$16.8M -$17.8M -73,407 -51%
TAM
43
Telemark Asset Management
Massachusetts
$15.3M -$3.63M -15,000 -19%
State of Wisconsin Investment Board
44
State of Wisconsin Investment Board
Wisconsin
$14.9M -$40.7K -168 -0.3%
Goldman Sachs
45
Goldman Sachs
New York
$14.7M +$465K +1,923 +3%
RhumbLine Advisers
46
RhumbLine Advisers
Massachusetts
$13.5M -$254K -1,048 -2%
AIA
47
AGF Investments America
Ontario, Canada
$13.5M +$1.68M +6,923 +14%
Robeco Institutional Asset Management
48
Robeco Institutional Asset Management
Netherlands
$13.2M -$1.45M -5,985 -10%
AAM
49
ACK Asset Management
Connecticut
$13.1M +$1.53M +6,310 +8%
RS
50
Robeco Schweiz
Switzerland
$12.9M -$1.28M -5,300 -9%

VMI Hedge Fund Activity: Q2 2021 in Review

304 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q2 2021, worth a combined $4.36B — down 2.1% from $4.46B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VMI positions and 33 closed out — a net gain of 5 holders — while 90 added to existing stakes and 111 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $192M. The largest seller was Lord, Abbett & Co, exiting entirely with an estimated $56.8M sold.

  • 304 institutional investors held Valmont Industries (VMI) as of Q2 2021, up from 301 in Q1 2021.
  • Funds reported $4.36B of Valmont Industries stock for Q2 2021, down 2.1% quarter-over-quarter.
  • 38 funds opened new Valmont Industries positions in Q2 2021 and 33 closed out, a net change of +5 holders.
  • The largest Valmont Industries buyer in Q2 2021 was Fidelity Investments, an estimated $192M added.
  • The largest Valmont Industries seller in Q2 2021 was Lord, Abbett & Co, an estimated $56.8M sold.

Based on aggregated 13F filings for Q2 2021.