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Valmont Industries

246 hedge funds and large institutions have $2.13B invested in Valmont Industries in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 82 increasing their positions, 87 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 28

8% more capital invested

Capital invested by funds: $1.97B → $2.13B (+$155M)

3% more funds holding

Funds holding: 238246 (+8)

0.37% more ownership

Funds ownership: 87.5%87.87% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

6% less repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 87

66% less call options, than puts

Call options by funds: $3.61M | Put options by funds: $10.7M

Holders
246
Holders Change
+8
Holders Change %
+3.36%
% of All Funds
5.04%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
38
Increased
82
Reduced
87
Closed
28
Calls
$3.61M
Puts
$10.7M
Net Calls
-$7.09M
Net Calls Change
-$5.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$216M -$16.5M -148,988 -7%
BlackRock
2
BlackRock
New York
$204M -$12.5M -112,988 -6%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$118M +$3.24M +29,200 +3%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$110M -$7.51M -67,643 -7%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$70.5M +$3.54M +31,863 +5%
Invesco
6
Invesco
Georgia
$65.6M +$42.2M +379,831 +193%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$62.4M +$12.2M +109,715 +25%
State Street
8
State Street
Massachusetts
$62M +$1.6M +14,428 +3%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$61.1M -$1.63M -14,661 -3%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$60.9M +$3.12M +28,112 +6%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$58.4M +$7.38M +66,481 +15%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$57.1M -$81K -730 -0.1%
AAMU
13
Amundi Asset Management US
Massachusetts
$56.3M +$5.95M +53,564 +12%
T. Rowe Price Associates
14
T. Rowe Price Associates
Maryland
$48.6M -$42.9M -386,380 -47%
Victory Capital Management
15
Victory Capital Management
Texas
$47.3M -$16.5M -148,911 -26%
Lazard Asset Management
16
Lazard Asset Management
New York
$41.4M +$8.81M +79,355 +28%
Fidelity Investments
17
Fidelity Investments
Massachusetts
$37.9M +$6.24M +56,252 +20%
KBC Group
18
KBC Group
Belgium
$37.6M +$18.3M +164,774 +99%
RA
19
Royce & Associates
New York
$35.7M -$889K -8,011 -2%
Norges Bank
20
Norges Bank
Norway
$35.6M +$9.92M +89,333 +40%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
$31.9M -$15.3M -137,478 -33%
NC
22
Nitorum Capital
New York
$31.8M +$123K +1,112 +0.4%
FMI
23
Fiduciary Management Inc
Wisconsin
$29.8M -$25.3M -227,798 -46%
Geode Capital Management
24
Geode Capital Management
Massachusetts
$27.7M -$548K -4,939 -2%
AllianceBernstein
25
AllianceBernstein
Tennessee
$27M -$136K -1,222 -0.5%

VMI Hedge Fund Activity: Q2 2020 in Review

246 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q2 2020, worth a combined $2.13B — up 7.9% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new VMI positions and 28 closed out — a net gain of 10 holders — while 82 added to existing stakes and 87 trimmed.

The largest buyer was Invesco, adding an estimated $42.2M. The largest seller was T. Rowe Price Associates, cutting an estimated $42.9M.

  • 246 institutional investors held Valmont Industries (VMI) as of Q2 2020, up from 238 in Q1 2020.
  • Funds reported $2.13B of Valmont Industries stock for Q2 2020, up 7.9% quarter-over-quarter.
  • 38 funds opened new Valmont Industries positions in Q2 2020 and 28 closed out, a net change of +10 holders.
  • The largest Valmont Industries buyer in Q2 2020 was Invesco, an estimated $42.2M added.
  • The largest Valmont Industries seller in Q2 2020 was T. Rowe Price Associates, an estimated $42.9M sold.

Based on aggregated 13F filings for Q2 2020.