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Valmont Industries

297 hedge funds and large institutions have $4.26B invested in Valmont Industries in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 98 increasing their positions, 103 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

0% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 30

0.22% less ownership

Funds ownership: 89.44%89.22% (-0.22%)

5% less repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 103

5% less capital invested

Capital invested by funds: $4.49B → $4.26B (-$224M)

2% less funds holding

Funds holding: 304297 (-7)

30% less call options, than puts

Call options by funds: $5.95M | Put options by funds: $8.55M

Holders
297
Holders Change
-7
Holders Change %
-2.3%
% of All Funds
5%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.12%
New
30
Increased
98
Reduced
103
Closed
30
Calls
$5.95M
Puts
$8.55M
Net Calls
-$2.6M
Net Calls Change
-$1.05M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$448M +$28M +114,281 +6%
BlackRock
2
BlackRock
New York
$397M +$9.02M +36,813 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$286M +$13.3M +54,291 +4%
Neuberger Berman Group
4
Neuberger Berman Group
New York
$248M +$22.5M +91,784 +9%
Invesco
5
Invesco
Georgia
$200M +$39.8M +162,656 +22%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$199M -$25.1M -102,433 -10%
Artisan Partners
7
Artisan Partners
Wisconsin
$173M -$24.7M -101,040 -12%
State Street
8
State Street
Massachusetts
$137M +$2.72M +11,117 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$103M -$1.54M -6,304 -1%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$94.9M -$675K -2,755 -0.6%
T. Rowe Price Associates
11
T. Rowe Price Associates
Maryland
$93M +$3.37M +13,748 +3%
RA
12
Royce & Associates
New York
$74.8M +$308K +1,256 +0.4%
AIM
13
Artemis Investment Management
United Kingdom
$74.7M +$22.8M +93,189 +39%
JP Morgan Chase
14
JP Morgan Chase
New York
$73.2M +$19.8M +80,737 +33%
CRM
15
Cramer Rosenthal McGlynn
Connecticut
$63.8M -$18.9M -77,049 -21%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$63.1M +$2.12M +8,652 +3%
Geode Capital Management
17
Geode Capital Management
Massachusetts
$61.2M -$606K -2,476 -0.9%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$58.8M -$974K -3,977 -1%
Brown Advisory
19
Brown Advisory
Maryland
$57.1M +$4.11M +16,770 +7%
Amundi
20
Amundi
France
$54.7M -$17.4M -71,161 -23%
Allianz Asset Management
21
Allianz Asset Management
Germany
$48.8M -$1.97M -8,044 -4%
First Trust Advisors
22
First Trust Advisors
Illinois
$45M -$6.2M -25,323 -11%
HighTower Advisors
23
HighTower Advisors
Illinois
$41.8M -$208K -850 -0.5%
Macquarie Group
24
Macquarie Group
Australia
$41.7M -$16.2M -66,284 -26%
NC
25
Nitorum Capital
New York
$40.9M +$194K +792 +0.4%

VMI Hedge Fund Activity: Q2 2022 in Review

297 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q2 2022, worth a combined $4.26B — down 5% from $4.49B a quarter earlier.

Fund positioning in VMI was balanced in Q2 2022: 30 funds opened new positions, 30 closed out, 98 added to existing stakes and 103 trimmed.

The largest buyer was Invesco, adding an estimated $39.8M. The largest seller was Victory Capital Management, cutting an estimated $41.6M.

  • 297 institutional investors held Valmont Industries (VMI) as of Q2 2022, down from 304 in Q1 2022.
  • Funds reported $4.26B of Valmont Industries stock for Q2 2022, down 5% quarter-over-quarter.
  • 30 funds opened new Valmont Industries positions in Q2 2022 and 30 closed out, a net change of 0 holders.
  • The largest Valmont Industries buyer in Q2 2022 was Invesco, an estimated $39.8M added.
  • The largest Valmont Industries seller in Q2 2022 was Victory Capital Management, an estimated $41.6M sold.

Based on aggregated 13F filings for Q2 2022.