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Valmont Industries

254 hedge funds and large institutions have $2.69B invested in Valmont Industries in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 85 increasing their positions, 88 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 12

147% more call options, than puts

Call options by funds: $10M | Put options by funds: $4.05M

11% more capital invested

Capital invested by funds: $2.42B → $2.69B (+$269M)

9% more funds holding

Funds holding: 232254 (+22)

2.34% more ownership

Funds ownership: 86.47%88.81% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

3% less repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 88

Holders
254
Holders Change
+22
Holders Change %
+9.48%
% of All Funds
6.78%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
39
Increased
85
Reduced
88
Closed
12
Calls
$10M
Puts
$4.05M
Net Calls
+$5.97M
Net Calls Change
+$1.12M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$240M -$5.7M -43,098 -2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$237M +$9.3M +70,322 +4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$186M -$26.1M -197,751 -13%
RA
4
Royce & Associates
New York
$111M -$11.5M -86,900 -10%
BFA
5
BlackRock Fund Advisors
California
$105M +$3.53M +26,694 +4%
Capital Research Global Investors
6
Capital Research Global Investors
California
$103M
MP
7
Makaira Partners
California
$90.3M -$1.2M -9,113 -1%
BIT
8
BlackRock Institutional Trust
California
$89.5M +$529K +4,001 +0.6%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$84.3M -$690K -5,215 -0.8%
State Street
10
State Street
Massachusetts
$84.1M -$477K -3,605 -0.6%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$71.7M -$41.2M -311,860 -37%
JP Morgan Chase
12
JP Morgan Chase
New York
$70.3M +$33M +249,858 +93%
FMI
13
Fiduciary Management Inc
Wisconsin
$59M -$3.84M -29,075 -6%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$58.1M -$2.81M -21,267 -5%
PIM
15
Perkins Investment Management
Illinois
$57.5M +$17.9M +135,160 +47%
Renaissance Technologies
16
Renaissance Technologies
New York
$53.3M +$23.5M +177,600 +82%
Kovitz Investment Group Partners
17
Kovitz Investment Group Partners
Illinois
$40.7M -$3.05M -23,095 -7%
SCP
18
Seizert Capital Partners
Michigan
$40.3M -$20.3M -153,205 -34%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$33.5M -$365K -2,759 -1%
Invesco
20
Invesco
Georgia
$31.4M -$6.18M -46,735 -17%
QI
21
QV Investors
Alberta, Canada
$30.1M +$711K +5,380 +2%
Norges Bank
22
Norges Bank
Norway
$29.5M +$1.96M +14,811 +7%
Northern Trust
23
Northern Trust
Illinois
$25.4M +$811K +6,133 +3%
BTW
24
Boston Trust Walden
Massachusetts
$24.8M -$236K -1,787 -1%
SIM
25
Sprucegrove Investment Management
Ontario, Canada
$23.9M -$688K -5,200 -3%

VMI Hedge Fund Activity: Q2 2016 in Review

254 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q2 2016, worth a combined $2.69B — up 11% from $2.42B a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new VMI positions and 12 closed out — a net gain of 27 holders — while 85 added to existing stakes and 88 trimmed.

The largest buyer was Riverhead Capital Management, adding an estimated $44.2M. The largest seller was Fidelity Investments, cutting an estimated $41.2M.

  • 254 institutional investors held Valmont Industries (VMI) as of Q2 2016, up from 232 in Q1 2016.
  • Funds reported $2.69B of Valmont Industries stock for Q2 2016, up 11% quarter-over-quarter.
  • 39 funds opened new Valmont Industries positions in Q2 2016 and 12 closed out, a net change of +27 holders.
  • The largest Valmont Industries buyer in Q2 2016 was Riverhead Capital Management, an estimated $44.2M added.
  • The largest Valmont Industries seller in Q2 2016 was Fidelity Investments, an estimated $41.2M sold.

Based on aggregated 13F filings for Q2 2016.