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Valmont Industries

276 hedge funds and large institutions have $3.25B invested in Valmont Industries in 2017 Q4 according to their latest regulatory filings, with 42 funds opening new positions, 96 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

62% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 26

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

6% more funds holding

Funds holding: 260276 (+16)

5% more capital invested

Capital invested by funds: $3.09B → $3.25B (+$168M)

1.46% more ownership

Funds ownership: 86.44%87.89% (+1.5%)

2% more repeat investments, than reductions

Existing positions increased: 96 | Existing positions reduced: 94

37% less call options, than puts

Call options by funds: $6.76M | Put options by funds: $10.7M

Holders
276
Holders Change
+16
Holders Change %
+6.15%
% of All Funds
6.26%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.18%
New
42
Increased
96
Reduced
94
Closed
26
Calls
$6.76M
Puts
$10.7M
Net Calls
-$3.92M
Net Calls Change
+$2.07M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$451M +$59.2M +363,958 +15%
Vanguard Group
2
Vanguard Group
Pennsylvania
$317M +$5.22M +32,064 +2%
BlackRock
3
BlackRock
New York
$303M +$4.1M +25,187 +1%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$218M -$830K -5,103 -0.4%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$137M +$32.6M +200,697 +32%
RA
6
Royce & Associates
New York
$116M -$5.48M -33,715 -5%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$116M +$16.1M +98,823 +16%
State Street
8
State Street
Massachusetts
$100M +$980K +6,026 +1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$89.5M +$340K +2,091 +0.4%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$67.7M -$2.87M -17,664 -4%
FMI
11
Fiduciary Management Inc
Wisconsin
$53.9M -$1.56M -9,599 -3%
MP
12
Makaira Partners
California
$52.3M +$2.93M +17,990 +6%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$50.9M -$1.87M -11,500 -4%
IAMU
14
Impax Asset Management (UK)
United Kingdom
$49.7M +$30.3M +186,142 +164%
Norges Bank
15
Norges Bank
Norway
$44.7M +$4.99M +30,676 +13%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$41M -$18.2K -112 -0%
SCP
17
Seizert Capital Partners
Michigan
$39.8M -$1.49M -9,147 -4%
Northern Trust
18
Northern Trust
Illinois
$34.3M -$794K -4,879 -2%
Luther King Capital Management (LKCM)
19
Luther King Capital Management (LKCM)
Texas
$34M +$65.1K +400 +0.2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$32.1M +$1.1M +6,778 +4%
BTW
21
Boston Trust Walden
Massachusetts
$30.2M +$462K +2,843 +2%
Invesco
22
Invesco
Georgia
$27.8M -$5.03M -30,890 -16%
FMW
23
Farr Miller & Washington
District of Columbia
$25.3M +$21K +129 +0.1%
Wells Fargo
24
Wells Fargo
California
$24.9M +$6.58M +40,424 +37%
QI
25
QV Investors
Alberta, Canada
$23.5M -$1.46M -8,970 -6%

VMI Hedge Fund Activity: Q4 2017 in Review

276 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q4 2017, worth a combined $3.25B — up 5.4% from $3.09B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VMI positions and 26 closed out — a net gain of 16 holders — while 96 added to existing stakes and 94 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $59.2M. The largest seller was Millennium Management, cutting an estimated $16.7M.

  • 276 institutional investors held Valmont Industries (VMI) as of Q4 2017, up from 260 in Q3 2017.
  • Funds reported $3.25B of Valmont Industries stock for Q4 2017, up 5.4% quarter-over-quarter.
  • 42 funds opened new Valmont Industries positions in Q4 2017 and 26 closed out, a net change of +16 holders.
  • The largest Valmont Industries buyer in Q4 2017 was T. Rowe Price Associates, an estimated $59.2M added.
  • The largest Valmont Industries seller in Q4 2017 was Millennium Management, an estimated $16.7M sold.

Based on aggregated 13F filings for Q4 2017.