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Valmont Industries
VMI

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: 3 → 4 (+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: 305 → 291 (-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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$81.6M
2
EC
Eminence Capital
New York
+$79.3M
3
SCP
Seizert Capital Partners
Michigan
+$44.6M
4
RA
Royce & Associates
New York
+$41M
5
BIT
BlackRock Institutional Trust
California
+$23.6M

Top Sellers

1
KCM
Kornitzer Capital Management
Kansas
-$55.1M
2
Prudential Financial
Prudential Financial
New Jersey
-$32.3M
3
HCM
Highbridge Capital Management
New York
-$26.4M
4
KAM
Keeley Asset Management
Illinois
-$21.4M
5
TCIM
TIAA CREF Investment Management
New York
-$17.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$257M +$6.09M +43,112 +3%
Neuberger Berman Group
2
Neuberger Berman Group
New York
$241M +$20.4M +144,546 +10%
RA
3
Royce & Associates
New York
$233M +$41M +289,980 +23%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$217M +$17.6M +124,580 +9%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$212M +$81.6M +577,591 +68%
BIT
6
BlackRock Institutional Trust
California
$196M +$23.6M +167,013 +15%
Allianz Asset Management
7
Allianz Asset Management
Germany
$140M -$7.75M -54,895 -6%
AllianceBernstein
8
AllianceBernstein
Tennessee
$140M +$13.6M +96,077 +11%
BFA
9
BlackRock Fund Advisors
California
$115M +$7.9M +55,953 +8%
State Street
10
State Street
Massachusetts
$100M -$3.24M -22,955 -3%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$90.6M -$2.6M -18,437 -3%
Invesco
12
Invesco
Georgia
$83.9M +$4.73M +33,516 +6%
EC
13
Eminence Capital
New York
$83.7M +$79.3M +561,400 New
BAMCO Inc
14
BAMCO Inc
New York
$73.7M -$179K -1,270 -0.3%
CWAM
15
Columbia Wanger Asset Management
Illinois
$68.3M – – –
PAMU
16
Pictet Asset Management (UK)
United Kingdom
$56.1M +$6.87M +48,633 +15%
SCP
17
Seizert Capital Partners
Michigan
$47.1M +$44.6M +316,120 New
Northern Trust
18
Northern Trust
Illinois
$39.2M -$846K -5,992 -2%
BlackRock
19
BlackRock
New York
$36.8M +$6.68M +47,271 +24%
Luther King Capital Management (LKCM)
20
Luther King Capital Management (LKCM)
Texas
$33.8M -$34.6K -245 -0.1%
Prudential Financial
21
Prudential Financial
New Jersey
$33.1M -$32.3M -228,440 -51%
NAP
22
New Amsterdam Partners
New York
$31M -$1.97M -13,950 -6%
ACM
23
Apex Capital Management
Ohio
$30.8M +$1.21M +8,557 +4%
Canada Life
24
Canada Life
Manitoba, Canada
$29.8M +$4.51M +31,900 +19%
QI
25
QV Investors
Alberta, Canada
$27.9M +$26.5M +187,310 New
1
2 3 4 5

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.