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Valmont Industries

274 hedge funds and large institutions have $3.8B invested in Valmont Industries in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 106 increasing their positions, 101 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

1.46% more ownership

Funds ownership: 92.43%93.89% (+1.5%)

5% more repeat investments, than reductions

Existing positions increased: 106 | Existing positions reduced: 101

3% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 30

3% more capital invested

Capital invested by funds: $3.69B → $3.8B (+$113M)

0% more funds holding

Funds holding: 273274 (+1)

47% less call options, than puts

Call options by funds: $7.68M | Put options by funds: $14.4M

Holders
274
Holders Change
+1
Holders Change %
+0.37%
% of All Funds
7.87%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.17%
New
31
Increased
106
Reduced
101
Closed
30
Calls
$7.68M
Puts
$14.4M
Net Calls
-$6.76M
Net Calls Change
-$2.7M
Name Holding Trade Value Shares
Change
Change in
Stake
BGIM
76
Brandywine Global Investment Management
Pennsylvania
$6.58M +$6.66M +43,268 New
Federated Hermes
77
Federated Hermes
Pennsylvania
$6.47M -$158K -1,029 -2%
GF
78
Gabelli Funds
New York
$6.18M -$923K -6,000 -13%
CS
79
Credit Suisse
Switzerland
$6M +$298K +1,935 +5%
AIM
80
Arcadia Investment Management
Michigan
$5.99M +$746K +4,850 +14%
State of Tennessee, Department of Treasury
81
State of Tennessee, Department of Treasury
Tennessee
$5.97M +$4M +26,000 +195%
SHA
82
Smith Hayes Advisers
Nebraska
$5.91M +$169K +1,100 +3%
Bank of America
83
Bank of America
North Carolina
$5.71M -$14.3K -93 -0.2%
ST
84
Stifel Trust
Missouri
$5.57M +$239K +1,556 +4%
SG Americas Securities
85
SG Americas Securities
New York
$5.48M +$5.22M +33,929 +1,606%
WC
86
Walthausen & Co
New York
$5.26M +$879K +5,710 +20%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$5.24M -$737K -4,788 -12%
U
88
UBS
Switzerland
$5.2M -$1.32M -8,557 -20%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$5.08M +$15.4K +100 +0.3%
RhumbLine Advisers
90
RhumbLine Advisers
Massachusetts
$4.9M -$1.32M -8,562 -21%
MPM
91
Meritage Portfolio Management
Kansas
$4.62M +$87.6K +569 +2%
State Board of Administration of Florida Retirement System
92
State Board of Administration of Florida Retirement System
Florida
$4.59M -$64.5K -419 -1%
SCM
93
Snyder Capital Management
California
$4.46M -$6.16K -40 -0.1%
HighTower Advisors
94
HighTower Advisors
Illinois
$4.27M +$472K +3,066 +12%
GF
95
Goodman Financial
Texas
$4.26M +$64.8K +421 +2%
Swiss National Bank
96
Swiss National Bank
Switzerland
$4.25M +$154K +1,000 +4%
VHMC
97
Value Holdings Management Company
New York
$4.13M
TPSF
98
Texas Permanent School Fund
Texas
$4.13M +$14.8K +96 +0.4%
Barclays
99
Barclays
United Kingdom
$3.99M +$3.49M +22,691 +605%
Citadel Advisors
100
Citadel Advisors
Florida
$3.92M -$2.55M -16,540 -39%

VMI Hedge Fund Activity: Q2 2014 in Review

274 of the 3,480 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q2 2014, worth a combined $3.8B — up 3.1% from $3.69B a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VMI positions and 30 closed out — a net gain of 1 holder — while 106 added to existing stakes and 101 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $170M. The largest seller was Eminence Capital, exiting entirely with an estimated $101M sold.

  • 274 institutional investors held Valmont Industries (VMI) as of Q2 2014, up from 273 in Q1 2014.
  • Funds reported $3.8B of Valmont Industries stock for Q2 2014, up 3.1% quarter-over-quarter.
  • 31 funds opened new Valmont Industries positions in Q2 2014 and 30 closed out, a net change of +1 holder.
  • The largest Valmont Industries buyer in Q2 2014 was Fidelity Investments, an estimated $170M added.
  • The largest Valmont Industries seller in Q2 2014 was Eminence Capital, an estimated $101M sold.

Based on aggregated 13F filings for Q2 2014.