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Valmont Industries

283 hedge funds and large institutions have $4.34B invested in Valmont Industries in 2021 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 89 increasing their positions, 120 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

209% more call options, than puts

Call options by funds: $4.73M | Put options by funds: $1.53M

0.08% less ownership

Funds ownership: 87.42%87.34% (-0.08%)

1% less capital invested

Capital invested by funds: $4.36B → $4.34B (-$25.1M)

7% less funds holding

Funds holding: 304283 (-21)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 120

43% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 37

Holders
283
Holders Change
-21
Holders Change %
-6.91%
% of All Funds
4.95%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
21
Increased
89
Reduced
120
Closed
37
Calls
$4.73M
Puts
$1.53M
Net Calls
+$3.2M
Net Calls Change
+$1.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$438M -$21.6M -90,950 -5%
BlackRock
2
BlackRock
New York
$401M -$6.19M -26,033 -2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$287M +$44.5M +187,362 +18%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$236M -$3.76M -15,819 -2%
Artisan Partners
5
Artisan Partners
Wisconsin
$201M +$42.5M +178,672 +26%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$188M +$12M +50,457 +7%
Invesco
7
Invesco
Georgia
$171M +$367K +1,545 +0.2%
State Street
8
State Street
Massachusetts
$135M +$95.1K +400 +0.1%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$114M -$6.71M -28,219 -5%
CRM
10
Cramer Rosenthal McGlynn
Connecticut
$107M -$10M -42,211 -9%
Luther King Capital Management (LKCM)
11
Luther King Capital Management (LKCM)
Texas
$100M -$396K -1,664 -0.4%
T. Rowe Price Associates
12
T. Rowe Price Associates
Maryland
$87M -$30.3M -127,392 -26%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$83.6M -$6.81M -28,638 -7%
RA
14
Royce & Associates
New York
$82.8M +$4.67M +19,649 +6%
Macquarie Group
15
Macquarie Group
Australia
$82.1M +$581K +2,444 +0.7%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$82M -$1.29M -5,444 -2%
Amundi
17
Amundi
France
$64.9M -$1.94M -8,149 -3%
Geode Capital Management
18
Geode Capital Management
Massachusetts
$59.7M -$733K -3,082 -1%
Victory Capital Management
19
Victory Capital Management
Texas
$56.8M -$13.7M -57,830 -19%
Allianz Asset Management
20
Allianz Asset Management
Germany
$47M +$3.98M +16,722 +9%
NC
21
Nitorum Capital
New York
$46.9M +$2.42M +10,200 +5%
Norges Bank
22
Norges Bank
Norway
$45.8M -$3.51M -14,784 -7%
First Trust Advisors
23
First Trust Advisors
Illinois
$45.3M +$6.37M +26,799 +16%
FMW
24
Farr Miller & Washington
District of Columbia
$45.3M +$93.4K +393 +0.2%
Brown Advisory
25
Brown Advisory
Maryland
$42.8M +$698K +2,938 +2%

VMI Hedge Fund Activity: Q3 2021 in Review

283 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q3 2021, worth a combined $4.34B — down 0.57% from $4.36B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of VMI and 21 opened new positions — a net loss of 16 holders — while 120 trimmed existing stakes and 89 added.

The largest buyer was Fidelity Investments, adding an estimated $44.5M. The largest seller was T. Rowe Price Associates, cutting an estimated $30.3M.

  • 283 institutional investors held Valmont Industries (VMI) as of Q3 2021, down from 304 in Q2 2021.
  • Funds reported $4.34B of Valmont Industries stock for Q3 2021, down 0.57% quarter-over-quarter.
  • 21 funds opened new Valmont Industries positions in Q3 2021 and 37 closed out, a net change of -16 holders.
  • The largest Valmont Industries buyer in Q3 2021 was Fidelity Investments, an estimated $44.5M added.
  • The largest Valmont Industries seller in Q3 2021 was T. Rowe Price Associates, an estimated $30.3M sold.

Based on aggregated 13F filings for Q3 2021.