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Valmont Industries

254 hedge funds and large institutions have $2.8B invested in Valmont Industries in 2019 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 89 increasing their positions, 88 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

8% more capital invested

Capital invested by funds: $2.58B → $2.8B (+$215M)

1% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 88

0.52% more ownership

Funds ownership: 86.22%86.74% (+0.52%)

2% less funds holding

Funds holding: 260254 (-6)

12% less call options, than puts

Call options by funds: $2.05M | Put options by funds: $2.32M

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
254
Holders Change
-6
Holders Change %
-2.31%
% of All Funds
5%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
30
Increased
89
Reduced
88
Closed
27
Calls
$2.05M
Puts
$2.32M
Net Calls
-$270K
Net Calls Change
+$563K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$294M +$2.69M +19,044 +1%
BlackRock
2
BlackRock
New York
$285M +$4.6M +32,574 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$160M -$16.8M -119,103 -10%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$160M -$10.6M -75,035 -7%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$128M
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$88.9M -$1.09M -7,704 -1%
Schroder Investment Management Group
7
Schroder Investment Management Group
United Kingdom
$84.7M +$3.59M +25,378 +5%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$83.9M +$3.73M +26,409 +5%
State Street
9
State Street
Massachusetts
$78M -$999K -7,068 -1%
PAMU
10
Pictet Asset Management (UK)
United Kingdom
$76.9M +$1.5M +10,605 +2%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$75.3M -$57.2K -405 -0.1%
FMI
12
Fiduciary Management Inc
Wisconsin
$74.6M +$333K +2,359 +0.5%
Wellington Management Group
13
Wellington Management Group
Massachusetts
$73.8M +$3.46M +24,512 +5%
Thrivent Financial for Lutherans
14
Thrivent Financial for Lutherans
Minnesota
$73.8M +$9.2M +65,130 +15%
AAMU
15
Amundi Asset Management US
Massachusetts
$63M +$6.39M +45,234 +12%
RA
16
Royce & Associates
New York
$58.8M -$719K -5,091 -1%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$58.5M +$17M +120,359 +45%
Invesco
18
Invesco
Georgia
$49.9M -$4.16M -29,412 -8%
NC
19
Nitorum Capital
New York
$41.8M +$196K +1,389 +0.5%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$40.9M -$1.45M -10,226 -4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$37.3M +$1.88M +13,339 +6%
FMW
22
Farr Miller & Washington
District of Columbia
$34.6M +$10.6M +75,204 +48%
Lazard Asset Management
23
Lazard Asset Management
New York
$34.3M +$6.03M +42,669 +23%
Norges Bank
24
Norges Bank
Norway
$33.5M
KBC Group
25
KBC Group
Belgium
$29.6M -$3.11M -21,994 -10%

VMI Hedge Fund Activity: Q4 2019 in Review

254 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q4 2019, worth a combined $2.8B — up 8.3% from $2.58B a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new VMI positions and 27 closed out — a net gain of 3 holders — while 89 added to existing stakes and 88 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $17M. The largest seller was Robeco Schweiz, exiting entirely with an estimated $22.4M sold.

  • 254 institutional investors held Valmont Industries (VMI) as of Q4 2019, down from 260 in Q3 2019.
  • Funds reported $2.8B of Valmont Industries stock for Q4 2019, up 8.3% quarter-over-quarter.
  • 30 funds opened new Valmont Industries positions in Q4 2019 and 27 closed out, a net change of +3 holders.
  • The largest Valmont Industries buyer in Q4 2019 was Bank of New York Mellon, an estimated $17M added.
  • The largest Valmont Industries seller in Q4 2019 was Robeco Schweiz, an estimated $22.4M sold.

Based on aggregated 13F filings for Q4 2019.