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Valmont Industries

263 hedge funds and large institutions have $2.89B invested in Valmont Industries in 2018 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 78 increasing their positions, 104 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $17.9M | Put options by funds: $15.4M

0.76% less ownership

Funds ownership: 87.89%87.14% (-0.76%)

5% less funds holding

Funds holding: 276263 (-13)

11% less capital invested

Capital invested by funds: $3.25B → $2.89B (-$361M)

25% less repeat investments, than reductions

Existing positions increased: 78 | Existing positions reduced: 104

27% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 37

63% less funds holding in top 10

Funds holding in top 10: 83 (-5)

Holders
263
Holders Change
-13
Holders Change %
-4.71%
% of All Funds
6.03%
Holding in Top 10
3
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-62.5%
% of All Funds
0.07%
New
27
Increased
78
Reduced
104
Closed
37
Calls
$17.9M
Puts
$15.4M
Net Calls
+$2.56M
Net Calls Change
+$6.47M
Name Holding Trade Value Shares
Change
Change in
Stake
Nisa Investment Advisors
101
Nisa Investment Advisors
Missouri
$2.18M
BG
102
Bahl & Gaynor
Ohio
$2.1M +$68.3K +437 +3%
MIM
103
MetLife Investment Management
New Jersey
$2.07M -$22.4K -143 -1%
EAM
104
EULAV Asset Management
Florida
$2.02M
VOYA Investment Management
105
VOYA Investment Management
Georgia
$2M -$19.9K -127 -0.9%
Canada Life
106
Canada Life
Manitoba, Canada
$1.98M -$34.9K -223 -2%
TD Asset Management
107
TD Asset Management
Ontario, Canada
$1.97M +$297K +1,900 +16%
AQR Capital Management
108
AQR Capital Management
Connecticut
$1.89M -$2.93M -18,746 -59%
AllianceBernstein
109
AllianceBernstein
Tennessee
$1.88M -$14M -89,862 -87%
RJA
110
Raymond James & Associates
Florida
$1.85M
Ohio Public Employees Retirement System (OPERS)
111
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.75M -$1.05M -6,699 -36%
Wellington Management Group
112
Wellington Management Group
Massachusetts
$1.74M +$469 +3 +0%
SMDAM
113
Sumitomo Mitsui DS Asset Management
Japan
$1.7M +$127K +810 +7%
Rockefeller Capital Management
114
Rockefeller Capital Management
New York
$1.7M +$1.82M +11,635 New
MSA
115
Mason Street Advisors
Wisconsin
$1.67M +$40.6K +260 +2%
Barclays
116
Barclays
United Kingdom
$1.65M -$775K -4,956 -30%
UBS Group
117
UBS Group
Switzerland
$1.52M +$98.5K +630 +6%
AG
118
Aperio Group
California
$1.47M +$117K +748 +8%
Asset Management One
119
Asset Management One
Japan
$1.47M -$1.13M -7,206 -42%
LWCFA
120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.46M -$214K -1,372 -12%
GI
121
GAMCO Investors
Connecticut
$1.46M
MWM
122
Merriman Wealth Management
Washington
$1.46M
FP
123
Foundry Partners
Minnesota
$1.41M -$547K -3,497 -27%
JAM
124
Jupiter Asset Management
United Kingdom
$1.36M
Creative Planning
125
Creative Planning
Kansas
$1.32M +$2.19K +14 +0.2%

VMI Hedge Fund Activity: Q1 2018 in Review

263 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q1 2018, worth a combined $2.89B — down 11% from $3.25B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of VMI and 27 opened new positions — a net loss of 10 holders — while 104 trimmed existing stakes and 78 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $53.5M. The largest seller was Seizert Capital Partners, cutting an estimated $24.9M.

  • 263 institutional investors held Valmont Industries (VMI) as of Q1 2018, down from 276 in Q4 2017.
  • Funds reported $2.89B of Valmont Industries stock for Q1 2018, down 11% quarter-over-quarter.
  • 27 funds opened new Valmont Industries positions in Q1 2018 and 37 closed out, a net change of -10 holders.
  • The largest Valmont Industries buyer in Q1 2018 was T. Rowe Price Associates, an estimated $53.5M added.
  • The largest Valmont Industries seller in Q1 2018 was Seizert Capital Partners, an estimated $24.9M sold.

Based on aggregated 13F filings for Q1 2018.