Valmont Industries
VMI
305 hedge funds and large institutions have $3.19B invested in Valmont Industries in 2013 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 128 increasing their positions, 85 reducing their positions, and 37 closing their positions.
57% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 37
51% more repeat investments, than reductions
Existing positions increased: 128 | Existing positions reduced: 85
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
7% more funds holding
Funds holding: 285 → 305 (+20)
5.98% more ownership
Funds ownership: 79.88% → 85.86% (+6%)
4% more capital invested
Capital invested by funds: $3.06B → $3.19B (+$130M)
51% less call options, than puts
Call options by funds: $8.26M | Put options by funds: $16.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$61.9M |
| 2 |
Bank of New York Mellon
New York
|
+$46.3M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$24M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$21.4M |
| 5 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Geneva Advisors
Chicago,
Illinois
|
-$36.7M |
| 2 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
-$32.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$21.2M |
| 4 |
RA
Royce & Associates
New York
|
-$15M |
| 5 |
Luther King Capital Management (LKCM)
Fort Worth,
Texas
|
-$10.7M |
VMI Hedge Fund Activity: Q3 2013 in Review
305 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q3 2013, worth a combined $3.19B — up 4.3% from $3.06B a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new VMI positions and 37 closed out — a net gain of 21 holders — while 128 added to existing stakes and 85 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $61.9M. The largest seller was Geneva Advisors, exiting entirely with an estimated $36.7M sold.
- 305 institutional investors held Valmont Industries (VMI) as of Q3 2013, up from 285 in Q2 2013.
- Funds reported $3.19B of Valmont Industries stock for Q3 2013, up 4.3% quarter-over-quarter.
- 58 funds opened new Valmont Industries positions in Q3 2013 and 37 closed out, a net change of +21 holders.
- The largest Valmont Industries buyer in Q3 2013 was Fidelity Investments, an estimated $61.9M added.
- The largest Valmont Industries seller in Q3 2013 was Geneva Advisors, an estimated $36.7M sold.
Based on aggregated 13F filings for Q3 2013.