Valmont Industries
250 hedge funds and large institutions have $2.6B invested in Valmont Industries in 2019 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 95 reducing their positions, and 21 closing their positions.
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
2% more funds holding
Funds holding: 246 → 250 (+4)
5% more capital invested
Capital invested by funds: $2.48B → $2.6B (+$117M)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
9% less repeat investments, than reductions
Existing positions increased: 86 | Existing positions reduced: 95
1.6% less ownership
Funds ownership: 86.96% → 85.37% (-1.6%)
59% less call options, than puts
Call options by funds: $2.42M | Put options by funds: $5.93M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$30M |
| 2 |
Impax Asset Management Group
London,
United Kingdom
|
+$18.7M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$17.5M |
| 4 |
D.E. Shaw & Co
New York
|
+$12.9M |
| 5 |
Millennium Management
New York
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$219M |
| 2 |
RA
Royce & Associates
New York
|
-$12.2M |
| 3 |
QI
QV Investors
Calgary,
Alberta, Canada
|
-$8.89M |
| 4 |
Kovitz Investment Group Partners
Chicago,
Illinois
|
-$8M |
| 5 |
OIA
OneDigital Investment Advisors
Overland Park,
Kansas
|
-$7.13M |
VMI Hedge Fund Activity: Q2 2019 in Review
250 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q2 2019, worth a combined $2.6B — up 4.7% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VMI positions and 21 closed out — a net gain of 7 holders — while 86 added to existing stakes and 95 trimmed.
The largest buyer was Invesco, adding an estimated $30M. The largest seller was T. Rowe Price Associates, cutting an estimated $219M.
- 250 institutional investors held Valmont Industries (VMI) as of Q2 2019, up from 246 in Q1 2019.
- Funds reported $2.6B of Valmont Industries stock for Q2 2019, up 4.7% quarter-over-quarter.
- 28 funds opened new Valmont Industries positions in Q2 2019 and 21 closed out, a net change of +7 holders.
- The largest Valmont Industries buyer in Q2 2019 was Invesco, an estimated $30M added.
- The largest Valmont Industries seller in Q2 2019 was T. Rowe Price Associates, an estimated $219M sold.
Based on aggregated 13F filings for Q2 2019.