We are live on ! Find out more
VMI icon

Valmont Industries

232 hedge funds and large institutions have $2.42B invested in Valmont Industries in 2016 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 79 increasing their positions, 86 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more call options, than puts

Call options by funds: $8.31M | Put options by funds: $3.46M

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

16% more capital invested

Capital invested by funds: $2.09B → $2.42B (+$325M)

0% less ownership

Funds ownership: 86.47%86.47% (-0%)

8% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 86

4% less funds holding

Funds holding: 241232 (-9)

19% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 31

Holders
232
Holders Change
-9
Holders Change %
-3.73%
% of All Funds
6.18%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
25
Increased
79
Reduced
86
Closed
31
Calls
$8.31M
Puts
$3.46M
Net Calls
+$4.84M
Net Calls Change
+$4.98M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$225M +$32.5M +292,571 +19%
Vanguard Group
2
Vanguard Group
Pennsylvania
$208M +$6.26M +56,421 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$195M -$11.4M -102,362 -6%
RA
4
Royce & Associates
New York
$112M -$17.3M -156,155 -15%
Fidelity Investments
5
Fidelity Investments
Massachusetts
$104M -$9.48M -85,465 -9%
Capital Research Global Investors
6
Capital Research Global Investors
California
$94M
BFA
7
BlackRock Fund Advisors
California
$93M -$847K -7,629 -1%
MP
8
Makaira Partners
California
$83.8M -$19.9M -179,772 -21%
BIT
9
BlackRock Institutional Trust
California
$81.5M -$244K -2,202 -0.3%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$77.8M +$11.8M +105,927 +20%
State Street
11
State Street
Massachusetts
$77.5M +$145K +1,308 +0.2%
FMI
12
Fiduciary Management Inc
Wisconsin
$57.6M -$3.83M -34,496 -7%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$56.4M -$15.9M -143,400 -24%
SCP
14
Seizert Capital Partners
Michigan
$55.9M -$5.97M -53,763 -11%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$43.5M +$38.9M +350,900 New
PIM
16
Perkins Investment Management
Illinois
$35.9M +$32.1M +289,610 New
Invesco
17
Invesco
Georgia
$34.5M -$2.49M -22,465 -7%
JP Morgan Chase
18
JP Morgan Chase
New York
$33.4M +$18M +162,600 +152%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$31M +$757K +6,820 +3%
QI
20
QV Investors
Alberta, Canada
$26.9M +$190K +1,715 +0.8%
Renaissance Technologies
21
Renaissance Technologies
New York
$26.8M +$16.8M +151,300 +232%
Norges Bank
22
Norges Bank
Norway
$25.2M
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$25M -$78.2K -705 -0.3%
BTW
24
Boston Trust Walden
Massachusetts
$23M -$59.8K -539 -0.3%
SIM
25
Sprucegrove Investment Management
Ontario, Canada
$22.5M -$8.89M -80,100 -31%

VMI Hedge Fund Activity: Q1 2016 in Review

232 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q1 2016, worth a combined $2.42B — up 16% from $2.09B a quarter earlier.

Sellers outnumbered buyers: 31 funds closed out of VMI and 25 opened new positions — a net loss of 6 holders — while 86 trimmed existing stakes and 79 added.

The largest buyer was T. Rowe Price Associates, adding an estimated $32.5M. The largest seller was AllianceBernstein, cutting an estimated $34.7M.

  • 232 institutional investors held Valmont Industries (VMI) as of Q1 2016, down from 241 in Q4 2015.
  • Funds reported $2.42B of Valmont Industries stock for Q1 2016, up 16% quarter-over-quarter.
  • 25 funds opened new Valmont Industries positions in Q1 2016 and 31 closed out, a net change of -6 holders.
  • The largest Valmont Industries buyer in Q1 2016 was T. Rowe Price Associates, an estimated $32.5M added.
  • The largest Valmont Industries seller in Q1 2016 was AllianceBernstein, an estimated $34.7M sold.

Based on aggregated 13F filings for Q1 2016.