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Valmont Industries

282 hedge funds and large institutions have $3.51B invested in Valmont Industries in 2020 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 66 increasing their positions, 107 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $10.4M | Put options by funds: $3.39M

200% more funds holding in top 10

Funds holding in top 10: 26 (+4)

157% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 21

53% more capital invested

Capital invested by funds: $2.29B → $3.51B (+$1.22B)

13% more funds holding

Funds holding: 249282 (+33)

0.68% more ownership

Funds ownership: 87%87.68% (+0.68%)

38% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 107

Holders
282
Holders Change
+33
Holders Change %
+13.25%
% of All Funds
4.99%
Holding in Top 10
6
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+200%
% of All Funds
0.11%
New
54
Increased
66
Reduced
107
Closed
21
Calls
$10.4M
Puts
$3.39M
Net Calls
+$7.01M
Net Calls Change
+$10.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$327M +$13.1M +83,950 +5%
KBC Group
2
KBC Group
Belgium
$314M -$613K -3,934 -1%
BlackRock
3
BlackRock
New York
$303M -$715K -4,593 -0.3%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$166M -$6.66M -42,766 -4%
Neuberger Berman Group
5
Neuberger Berman Group
New York
$158M +$7.12M +45,744 +5%
CRM
6
Cramer Rosenthal McGlynn
Connecticut
$139M +$9.46M +60,749 +8%
Victory Capital Management
7
Victory Capital Management
Texas
$101M +$11M +70,898 +14%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$101M -$2.81M -18,014 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$100M +$2.97M +19,056 +3%
Schroder Investment Management Group
10
Schroder Investment Management Group
United Kingdom
$95.8M -$7.42M -47,626 -8%
State Street
11
State Street
Massachusetts
$95.2M +$2.37M +15,208 +3%
Luther King Capital Management (LKCM)
12
Luther King Capital Management (LKCM)
Texas
$84.2M -$2.34M -15,015 -3%
AAMU
13
Amundi Asset Management US
Massachusetts
$82.3M -$5.04M -32,338 -6%
Invesco
14
Invesco
Georgia
$80.1M -$10.5M -67,208 -13%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$77.7M -$7.14M -45,856 -9%
T. Rowe Price Associates
16
T. Rowe Price Associates
Maryland
$63.9M +$1.33M +8,564 +2%
RA
17
Royce & Associates
New York
$62.4M +$1.74M +11,190 +3%
Lazard Asset Management
18
Lazard Asset Management
New York
$59.2M -$10.9M -70,037 -17%
NC
19
Nitorum Capital
New York
$53.6M +$208K +1,333 +0.4%
Norges Bank
20
Norges Bank
Norway
$53.3M -$2.05M -13,169 -4%
Geode Capital Management
21
Geode Capital Management
Massachusetts
$44.2M +$3.54M +22,724 +10%
AllianceBernstein
22
AllianceBernstein
Tennessee
$40.2M -$1.83M -11,742 -5%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$37.5M -$6.07M -38,997 -15%
FMW
24
Farr Miller & Washington
District of Columbia
$33.2M +$240K +1,541 +0.8%
First Trust Advisors
25
First Trust Advisors
Illinois
$30.6M +$2.83M +18,202 +12%

VMI Hedge Fund Activity: Q4 2020 in Review

282 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q4 2020, worth a combined $3.51B — up 53% from $2.29B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VMI positions and 21 closed out — a net gain of 33 holders — while 66 added to existing stakes and 107 trimmed.

The largest buyer was ACK Asset Management, opening a new position worth an estimated $18.7M. The largest seller was Ensign Peak Advisors, cutting an estimated $22.2M.

  • 282 institutional investors held Valmont Industries (VMI) as of Q4 2020, up from 249 in Q3 2020.
  • Funds reported $3.51B of Valmont Industries stock for Q4 2020, up 53% quarter-over-quarter.
  • 54 funds opened new Valmont Industries positions in Q4 2020 and 21 closed out, a net change of +33 holders.
  • The largest Valmont Industries buyer in Q4 2020 was ACK Asset Management, an estimated $18.7M added.
  • The largest Valmont Industries seller in Q4 2020 was Ensign Peak Advisors, an estimated $22.2M sold.

Based on aggregated 13F filings for Q4 2020.