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Valmont Industries

260 hedge funds and large institutions have $2.58B invested in Valmont Industries in 2019 Q3 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 115 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

50% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 20

4% more funds holding

Funds holding: 250260 (+10)

0.86% more ownership

Funds ownership: 85.37%86.22% (+0.86%)

1% less capital invested

Capital invested by funds: $2.6B → $2.58B (-$17.6M)

21% less call options, than puts

Call options by funds: $3.14M | Put options by funds: $3.97M

46% less repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 115

Holders
260
Holders Change
+10
Holders Change %
+4%
% of All Funds
5.7%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
30
Increased
62
Reduced
115
Closed
20
Calls
$3.14M
Puts
$3.97M
Net Calls
-$833K
Net Calls Change
+$2.68M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$269M -$396K -2,954 -0.2%
BlackRock
2
BlackRock
New York
$259M -$4.83M -36,000 -2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$165M +$7.68M +57,235 +5%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$158M -$1.06M -7,928 -0.7%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$118M -$4.04M -30,135 -3%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$83.2M -$1.26M -9,418 -2%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$74.8M -$5.24M -39,055 -7%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$73.9M +$71.6M +533,607 New
State Street
9
State Street
Massachusetts
$73.1M -$1.72M -12,810 -2%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$69.7M -$113K -840 -0.2%
PAMU
11
Pictet Asset Management (UK)
United Kingdom
$69.7M -$54.1K -403 -0.1%
FMI
12
Fiduciary Management Inc
Wisconsin
$68.6M +$3.44M +25,610 +5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$64.8M -$7.31M -54,436 -10%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$59.2M +$8.39M +62,517 +17%
RA
15
Royce & Associates
New York
$55M -$3.01M -22,450 -5%
AAMU
16
Amundi Asset Management US
Massachusetts
$52M +$2.2M +16,414 +5%
Invesco
17
Invesco
Georgia
$50.2M -$9.81M -73,103 -17%
Fidelity Investments
18
Fidelity Investments
Massachusetts
$39.2M +$3.05M +22,742 +9%
NC
19
Nitorum Capital
New York
$38.5M +$197K +1,466 +0.5%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$37.4M -$737K -5,492 -2%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$32.6M -$1.04M -7,741 -3%
Norges Bank
22
Norges Bank
Norway
$31M
KBC Group
23
KBC Group
Belgium
$30.4M +$1.65M +12,304 +6%
Lazard Asset Management
24
Lazard Asset Management
New York
$25.8M +$25M +186,340 New
Northern Trust
25
Northern Trust
Illinois
$25.7M +$715K +5,325 +3%

VMI Hedge Fund Activity: Q3 2019 in Review

260 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q3 2019, worth a combined $2.58B — down 0.68% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VMI positions and 20 closed out — a net gain of 10 holders — while 62 added to existing stakes and 115 trimmed.

The largest buyer was Cramer Rosenthal McGlynn, opening a new position worth an estimated $71.6M. The largest seller was Kovitz Investment Group Partners, cutting an estimated $11.1M.

  • 260 institutional investors held Valmont Industries (VMI) as of Q3 2019, up from 250 in Q2 2019.
  • Funds reported $2.58B of Valmont Industries stock for Q3 2019, down 0.68% quarter-over-quarter.
  • 30 funds opened new Valmont Industries positions in Q3 2019 and 20 closed out, a net change of +10 holders.
  • The largest Valmont Industries buyer in Q3 2019 was Cramer Rosenthal McGlynn, an estimated $71.6M added.
  • The largest Valmont Industries seller in Q3 2019 was Kovitz Investment Group Partners, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2019.