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Valmont Industries

260 hedge funds and large institutions have $2.99B invested in Valmont Industries in 2018 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 82 increasing their positions, 103 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more capital invested

Capital invested by funds: $2.89B → $2.99B (+$95.6M)

0.88% more ownership

Funds ownership: 87.14%88.02% (+0.88%)

0% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 21

1% less funds holding

Funds holding: 263260 (-3)

20% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 103

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

47% less call options, than puts

Call options by funds: $7.12M | Put options by funds: $13.5M

Holders
260
Holders Change
-3
Holders Change %
-1.14%
% of All Funds
5.95%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
21
Increased
82
Reduced
103
Closed
21
Calls
$7.12M
Puts
$13.5M
Net Calls
-$6.35M
Net Calls Change
-$8.91M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$480M +$17.6M +120,268 +4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$289M +$6.37M +43,568 +2%
BlackRock
3
BlackRock
New York
$287M +$4.27M +29,191 +2%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$211M -$6.05M -41,403 -3%
PAMU
5
Pictet Asset Management (UK)
United Kingdom
$127M -$1.24M -8,449 -1%
RA
6
Royce & Associates
New York
$104M +$1.65M +11,300 +2%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$96.5M -$6.92M -47,341 -7%
IAMU
8
Impax Asset Management (UK)
United Kingdom
$90.6M +$7.89M +53,993 +10%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$87.9M +$4.19M +28,657 +5%
State Street
10
State Street
Massachusetts
$85.7M -$3.93M -26,896 -5%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$61.5M -$2.54M -17,375 -4%
FMI
12
Fiduciary Management Inc
Wisconsin
$47.6M -$1.7M -11,654 -4%
Fidelity Investments
13
Fidelity Investments
Massachusetts
$46.3M +$1.35M +9,220 +3%
Invesco
14
Invesco
Georgia
$41.5M +$18M +122,955 +81%
Luther King Capital Management (LKCM)
15
Luther King Capital Management (LKCM)
Texas
$39.5M +$6.07M +41,490 +19%
Janus Henderson Group
16
Janus Henderson Group
United Kingdom
$38.9M -$2.92M -19,959 -7%
Norges Bank
17
Norges Bank
Norway
$37.6M -$1.82M -12,448 -5%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$31.3M +$1.48M +10,131 +5%
Northern Trust
19
Northern Trust
Illinois
$29.9M -$321K -2,196 -1%
NC
20
Nitorum Capital
New York
$28.6M
Kovitz Investment Group Partners
21
Kovitz Investment Group Partners
Illinois
$23.4M -$279K -1,911 -1%
FMW
22
Farr Miller & Washington
District of Columbia
$22.5M -$224K -1,530 -1%
RS
23
Robeco Schweiz
Switzerland
$22.1M +$495K +3,388 +2%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$21.6M +$2.67M +18,251 +15%
KBC Group
25
KBC Group
Belgium
$21.2M +$4.6M +31,481 +29%

VMI Hedge Fund Activity: Q2 2018 in Review

260 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q2 2018, worth a combined $2.99B — up 3.3% from $2.89B a quarter earlier.

Fund positioning in VMI was balanced in Q2 2018: 21 funds opened new positions, 21 closed out, 82 added to existing stakes and 103 trimmed.

The largest buyer was Amundi Asset Management US, opening a new position worth an estimated $20M. The largest seller was Makaira Partners, exiting entirely with an estimated $26.3M sold.

  • 260 institutional investors held Valmont Industries (VMI) as of Q2 2018, down from 263 in Q1 2018.
  • Funds reported $2.99B of Valmont Industries stock for Q2 2018, up 3.3% quarter-over-quarter.
  • 21 funds opened new Valmont Industries positions in Q2 2018 and 21 closed out, a net change of 0 holders.
  • The largest Valmont Industries buyer in Q2 2018 was Amundi Asset Management US, an estimated $20M added.
  • The largest Valmont Industries seller in Q2 2018 was Makaira Partners, an estimated $26.3M sold.

Based on aggregated 13F filings for Q2 2018.