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Valmont Industries

233 hedge funds and large institutions have $1.96B invested in Valmont Industries in 2018 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 57 increasing their positions, 109 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.71% less ownership

Funds ownership: 87.47%86.75% (-0.71%)

4% less funds holding

Funds holding: 242233 (-9)

24% less first-time investments, than exits

New positions opened: 26 | Existing positions closed: 34

28% less capital invested

Capital invested by funds: $2.71B → $1.96B (-$752M)

48% less repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 109

67% less funds holding in top 10

Funds holding in top 10: 31 (-2)

77% less call options, than puts

Call options by funds: $1.85M | Put options by funds: $7.89M

Holders
233
Holders Change
-9
Holders Change %
-3.72%
% of All Funds
5.19%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
26
Increased
57
Reduced
109
Closed
34
Calls
$1.85M
Puts
$7.89M
Net Calls
-$6.04M
Net Calls Change
+$18.9M
Name Holding Trade Value Shares
Change
Change in
Stake
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$352M -$3.64M -29,212 -0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$217M +$2.72M +21,858 +1%
BlackRock
3
BlackRock
New York
$213M +$1.5M +12,067 +0.6%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$137M -$13.9M -111,412 -8%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$74.2M +$1.84M +14,797 +2%
RA
6
Royce & Associates
New York
$67.7M -$11.4M -91,567 -13%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$66M +$876K +7,032 +1%
State Street
8
State Street
Massachusetts
$57.9M -$6.95M -55,784 -10%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$56.7M +$14.8M +118,378 +30%
FMI
10
Fiduciary Management Inc
Wisconsin
$45.1M +$10.1M +81,174 +25%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$32.5M +$2.32M +18,625 +7%
Kovitz Investment Group Partners
12
Kovitz Investment Group Partners
Illinois
$25.5M +$9.61M +77,083 +50%
Norges Bank
13
Norges Bank
Norway
$24.8M -$894K -7,172 -3%
Janus Henderson Group
14
Janus Henderson Group
United Kingdom
$24.7M -$8.85M -70,998 -24%
Fidelity Investments
15
Fidelity Investments
Massachusetts
$24.5M -$3.37K -27 -0%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$24.3M +$940K +7,541 +4%
NC
17
Nitorum Capital
New York
$21.6M +$788K +6,322 +3%
Northern Trust
18
Northern Trust
Illinois
$20M +$70.2K +563 +0.3%
Invesco
19
Invesco
Georgia
$18.9M -$16.3M -130,437 -43%
Thrivent Financial for Lutherans
20
Thrivent Financial for Lutherans
Minnesota
$18M +$1.92M +15,413 +10%
FMW
21
Farr Miller & Washington
District of Columbia
$15.7M -$1.13M -9,044 -6%
RS
22
Robeco Schweiz
Switzerland
$14.7M +$4.26M +34,211 +34%
BTW
23
Boston Trust Walden
Massachusetts
$13.6M -$913K -7,327 -6%
KBC Group
24
KBC Group
Belgium
$13.5M -$2.34M -18,776 -13%
CVA
25
Ceredex Value Advisors
Florida
$13.3M +$14.9M +119,437 New

VMI Hedge Fund Activity: Q4 2018 in Review

233 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q4 2018, worth a combined $1.96B — down 28% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of VMI and 26 opened new positions — a net loss of 8 holders — while 109 trimmed existing stakes and 57 added.

The largest buyer was Ceredex Value Advisors, opening a new position worth an estimated $14.9M. The largest seller was Pictet Asset Management (UK), cutting an estimated $19.6M.

  • 233 institutional investors held Valmont Industries (VMI) as of Q4 2018, down from 242 in Q3 2018.
  • Funds reported $1.96B of Valmont Industries stock for Q4 2018, down 28% quarter-over-quarter.
  • 26 funds opened new Valmont Industries positions in Q4 2018 and 34 closed out, a net change of -8 holders.
  • The largest Valmont Industries buyer in Q4 2018 was Ceredex Value Advisors, an estimated $14.9M added.
  • The largest Valmont Industries seller in Q4 2018 was Pictet Asset Management (UK), an estimated $19.6M sold.

Based on aggregated 13F filings for Q4 2018.