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Valmont Industries

301 hedge funds and large institutions have $4.46B invested in Valmont Industries in 2021 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 79 increasing their positions, 127 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $17.7M | Put options by funds: $7.89M

59% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 34

27% more capital invested

Capital invested by funds: $3.51B → $4.46B (+$946M)

7% more funds holding

Funds holding: 282301 (+19)

0.89% more ownership

Funds ownership: 87.68%88.56% (+0.89%)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

38% less repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 127

Holders
301
Holders Change
+19
Holders Change %
+6.74%
% of All Funds
5.29%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
54
Increased
79
Reduced
127
Closed
34
Calls
$17.7M
Puts
$7.89M
Net Calls
+$9.79M
Net Calls Change
+$2.78M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$457M +$11.6M +52,086 +3%
BlackRock
2
BlackRock
New York
$427M +$14.4M +65,006 +4%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$250M +$33.1M +149,318 +17%
Invesco
4
Invesco
Georgia
$188M +$74.3M +335,104 +73%
Impax Asset Management Group
5
Impax Asset Management Group
United Kingdom
$180M -$42.7M -192,348 -20%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$136M -$865K -3,902 -0.7%
Artisan Partners
7
Artisan Partners
Wisconsin
$135M +$126M +569,875 New
State Street
8
State Street
Massachusetts
$132M +$2.82M +12,723 +2%
Schroder Investment Management Group
9
Schroder Investment Management Group
United Kingdom
$124M -$5.75M -25,904 -5%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$121M -$14.5M -65,495 -11%
CRM
11
Cramer Rosenthal McGlynn
Connecticut
$121M -$63.3M -285,476 -36%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$119M +$30.3M +136,554 +37%
Victory Capital Management
13
Victory Capital Management
Texas
$108M -$27.5M -124,137 -21%
Luther King Capital Management (LKCM)
14
Luther King Capital Management (LKCM)
Texas
$106M -$8.34M -37,602 -8%
RA
15
Royce & Associates
New York
$81.3M -$3.28M -14,789 -4%
WRF
16
Waddell & Reed Financial
Kansas
$77.1M +$57M +256,775 +379%
KBC Group
17
KBC Group
Belgium
$72.3M -$4.91M -22,126 -7%
AAMU
18
Amundi Asset Management US
Massachusetts
$63.6M -$45M -203,107 -43%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$61M +$927K +4,180 +2%
Fidelity Investments
20
Fidelity Investments
Massachusetts
$57.1M +$34.9M +157,326 +190%
Lord, Abbett & Co
21
Lord, Abbett & Co
New Jersey
$56.8M +$53M +238,827 New
Lazard Asset Management
22
Lazard Asset Management
New York
$50.4M -$28M -126,089 -37%
Norges Bank
23
Norges Bank
Norway
$49.1M -$21.8M -98,438 -32%
FMW
24
Farr Miller & Washington
District of Columbia
$45.5M +$347K +1,565 +0.8%
NC
25
Nitorum Capital
New York
$45M -$26M -117,202 -38%

VMI Hedge Fund Activity: Q1 2021 in Review

301 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q1 2021, worth a combined $4.46B — up 27% from $3.51B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VMI positions and 34 closed out — a net gain of 20 holders — while 79 added to existing stakes and 127 trimmed.

The largest buyer was Artisan Partners, opening a new position worth an estimated $126M. The largest seller was Wellington Management Group, cutting an estimated $68.4M.

  • 301 institutional investors held Valmont Industries (VMI) as of Q1 2021, up from 282 in Q4 2020.
  • Funds reported $4.46B of Valmont Industries stock for Q1 2021, up 27% quarter-over-quarter.
  • 54 funds opened new Valmont Industries positions in Q1 2021 and 34 closed out, a net change of +20 holders.
  • The largest Valmont Industries buyer in Q1 2021 was Artisan Partners, an estimated $126M added.
  • The largest Valmont Industries seller in Q1 2021 was Wellington Management Group, an estimated $68.4M sold.

Based on aggregated 13F filings for Q1 2021.