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Valmont Industries

256 hedge funds and large institutions have $2.69B invested in Valmont Industries in 2016 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 72 increasing their positions, 100 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

289% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 9

8% more funds holding

Funds holding: 237256 (+19)

2% more capital invested

Capital invested by funds: $2.63B → $2.69B (+$65M)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.92% less ownership

Funds ownership: 86.75%84.84% (-1.9%)

15% less call options, than puts

Call options by funds: $11.4M | Put options by funds: $13.4M

28% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 100

Holders
256
Holders Change
+19
Holders Change %
+8.02%
% of All Funds
6.4%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.13%
New
35
Increased
72
Reduced
100
Closed
9
Calls
$11.4M
Puts
$13.4M
Net Calls
-$2M
Net Calls Change
-$4.68M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$331M +$58.4M +420,932 +22%
Vanguard Group
2
Vanguard Group
Pennsylvania
$261M +$6.67M +48,058 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$191M +$3.6M +25,957 +2%
BFA
4
BlackRock Fund Advisors
California
$123M +$9.51M +68,497 +9%
RA
5
Royce & Associates
New York
$109M -$7.05M -50,772 -6%
Capital Research Global Investors
6
Capital Research Global Investors
California
$107M
BIT
7
BlackRock Institutional Trust
California
$94M +$1.67M +12,021 +2%
MP
8
Makaira Partners
California
$93.3M
State Street
9
State Street
Massachusetts
$82.1M -$1.33M -9,600 -2%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$79.7M -$8.93M -64,351 -10%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$70.6M -$5.69M -41,000 -8%
FMI
12
Fiduciary Management Inc
Wisconsin
$61.1M +$1.42M +10,261 +2%
PIM
13
Perkins Investment Management
Illinois
$52.3M -$12.9M -93,142 -20%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$49.7M -$979K -7,051 -2%
Kovitz Investment Group Partners
15
Kovitz Investment Group Partners
Illinois
$44.6M -$610K -4,394 -1%
SCP
16
Seizert Capital Partners
Michigan
$38.9M -$1.68M -12,117 -4%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$37.5M +$3.03M +21,838 +9%
Renaissance Technologies
18
Renaissance Technologies
New York
$32.6M -$23.4M -168,747 -42%
Northern Trust
19
Northern Trust
Illinois
$28.8M +$774K +5,572 +3%
Norges Bank
20
Norges Bank
Norway
$28.2M -$2.56M -18,408 -8%
Invesco
21
Invesco
Georgia
$26.8M -$3.91M -28,172 -13%
BTW
22
Boston Trust Walden
Massachusetts
$25.3M -$795K -5,724 -3%
Luther King Capital Management (LKCM)
23
Luther King Capital Management (LKCM)
Texas
$24.9M
QI
24
QV Investors
Alberta, Canada
$23.4M -$8.06M -58,077 -26%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$21.9M +$1.3M +9,345 +6%

VMI Hedge Fund Activity: Q4 2016 in Review

256 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q4 2016, worth a combined $2.69B — up 2.5% from $2.63B a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new VMI positions and 9 closed out — a net gain of 26 holders — while 72 added to existing stakes and 100 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $58.4M. The largest seller was JP Morgan Chase, cutting an estimated $63.2M.

  • 256 institutional investors held Valmont Industries (VMI) as of Q4 2016, up from 237 in Q3 2016.
  • Funds reported $2.69B of Valmont Industries stock for Q4 2016, up 2.5% quarter-over-quarter.
  • 35 funds opened new Valmont Industries positions in Q4 2016 and 9 closed out, a net change of +26 holders.
  • The largest Valmont Industries buyer in Q4 2016 was T. Rowe Price Associates, an estimated $58.4M added.
  • The largest Valmont Industries seller in Q4 2016 was JP Morgan Chase, an estimated $63.2M sold.

Based on aggregated 13F filings for Q4 2016.