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Valmont Industries

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: 34 (+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: 305291 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
AQR Capital Management
51
AQR Capital Management
Connecticut
$12.2M +$3.99M +28,259 +53%
Ohio Public Employees Retirement System (OPERS)
52
Ohio Public Employees Retirement System (OPERS)
Ohio
$12M +$10.3M +73,196 +994%
BIM
53
BlackRock Investment Management
Delaware
$12M -$106K -751 -0.9%
ARC
54
Absolute Return Capital
Massachusetts
$11.8M -$1.73M -12,271 -13%
STCG
55
Speece Thorson Capital Group
Minnesota
$11.8M +$2.06M +14,581 +23%
Mitsubishi UFJ Trust & Banking
56
Mitsubishi UFJ Trust & Banking
Japan
$11.8M +$11.2M +79,000 New
PTB
57
Pioneer Trust Bank
Oregon
$11.5M -$457K -3,237 -4%
Principal Financial Group
58
Principal Financial Group
Iowa
$10.6M +$117K +828 +1%
EAM
59
EULAV Asset Management
Florida
$10.5M +$706K +5,000 +8%
PAM
60
Panagora Asset Management
Massachusetts
$9.4M +$6.53M +46,203 +274%
Ameriprise
61
Ameriprise
Minnesota
$9.3M +$42.9K +304 +0.5%
Chevy Chase Trust
62
Chevy Chase Trust
Maryland
$9.11M +$3.26M +23,073 +61%
AIG
63
American International Group
New York
$8.82M -$170K -1,203 -2%
Wells Fargo
64
Wells Fargo
California
$8.52M +$5.84M +41,333 +262%
CIC
65
Crawford Investment Counsel
Georgia
$8.44M +$1.38M +9,780 +21%
CS
66
Credit Suisse
Switzerland
$8.33M -$281K -1,993 -3%
FQ
67
First Quadrant
California
$8.31M
SRC
68
Shufro Rose & Co
New York
$8.16M +$7.73M +54,740 New
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$8.06M -$84.7K -600 -1%
NFA
70
Nationwide Fund Advisors
Ohio
$7.98M -$90.8K -643 -1%
AM
71
Appaloosa Management
Florida
$7.68M +$7.27M +51,500 New
JP Morgan Chase
72
JP Morgan Chase
New York
$7.57M -$478K -3,387 -6%
BJ
73
BlackRock Japan
Japan
$7.52M +$932K +6,601 +15%
California State Teachers Retirement System (CalSTRS)
74
California State Teachers Retirement System (CalSTRS)
California
$7.22M +$42.4K +300 +0.6%
GF
75
Gabelli Funds
New York
$6.96M

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.