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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
Morgan Stanley
26
Morgan Stanley
New York
$42.5M +$11.8M +40,879 +39%
D.E. Shaw & Co
27
D.E. Shaw & Co
New York
$34.2M +$24.6M +85,250 +264%
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$31.5M +$31.2M +108,011 +101,897%
New York State Common Retirement Fund
29
New York State Common Retirement Fund
New York
$31.1M +$1.28M +4,424 +4%
Mirae Asset Global Investments
30
Mirae Asset Global Investments
South Korea
$30.3M +$2.32M +8,043 +8%
Allianz Asset Management
31
Allianz Asset Management
Germany
$29.9M -$19.7M -68,331 -40%
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$27.5M -$5.31M -18,381 -16%
T. Rowe Price Associates
33
T. Rowe Price Associates
Maryland
$27.4M -$583K -2,017 -2%
CAM
34
Congress Asset Management
Massachusetts
$27.4M +$3.42M +11,829 +14%
BTW
35
Boston Trust Walden
Massachusetts
$27M +$824K +2,854 +3%
GI
36
GAMCO Investors
Connecticut
$26.8M -$216K -747 -0.8%
Ameriprise
37
Ameriprise
Minnesota
$26.8M +$10.3M +35,814 +64%
Victory Capital Management
38
Victory Capital Management
Texas
$24.9M +$11.7M +40,558 +90%
Millennium Management
39
Millennium Management
New York
$23.9M +$6M +20,783 +34%
Axa
40
Axa
France
$23.9M +$6.19M +21,433 +35%
TAM
41
Telemark Asset Management
Massachusetts
$23.3M -$11.6M -40,000 -33%
Principal Financial Group
42
Principal Financial Group
Iowa
$23.1M -$1.51M -5,216 -6%
HRCM
43
Hood River Capital Management
Florida
$22.3M -$14.6M -50,639 -40%
William Blair & Company
44
William Blair & Company
Illinois
$21.5M +$381K +1,319 +2%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$19.9M +$1.86M +6,452 +10%
PTB
46
Pioneer Trust Bank
Oregon
$19.7M -$836K -2,893 -4%
Citadel Advisors
47
Citadel Advisors
Florida
$19.6M -$4.57M -15,812 -19%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$19.3M +$16.7M +57,770 +670%
LI
49
Leeward Investments
Massachusetts
$18.3M -$487K -1,687 -3%
AAMU
50
AEGON Asset Management (UK)
United Kingdom
$18M +$1.88M +6,492 +12%

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.