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Valmont Industries

317 hedge funds and large institutions have $5.06B invested in Valmont Industries in 2022 Q3 according to their latest regulatory filings, with 42 funds opening new positions, 112 increasing their positions, 108 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 21

50% more call options, than puts

Call options by funds: $9.48M | Put options by funds: $6.34M

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

19% more capital invested

Capital invested by funds: $4.26B → $5.06B (+$800M)

7% more funds holding

Funds holding: 297317 (+20)

4% more repeat investments, than reductions

Existing positions increased: 112 | Existing positions reduced: 108

0.9% less ownership

Funds ownership: 89.22%88.32% (-0.9%)

Holders
317
Holders Change
+20
Holders Change %
+6.73%
% of All Funds
5.46%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.16%
New
42
Increased
112
Reduced
108
Closed
21
Calls
$9.48M
Puts
$6.34M
Net Calls
+$3.14M
Net Calls Change
+$5.74M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$555M +$19M +71,967 +4%
BlackRock
2
BlackRock
New York
$489M +$13.9M +52,554 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$299M +$1.99M +7,519 +0.7%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$278M -$62.7M -237,209 -19%
Invesco
5
Invesco
Georgia
$261M +$22.1M +83,721 +9%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$218M -$19.3M -73,100 -8%
Artisan Partners
7
Artisan Partners
Wisconsin
$190M -$16.7M -63,256 -8%
State Street
8
State Street
Massachusetts
$167M +$3.23M +12,230 +2%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$126M +$2.71M +10,256 +2%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$113M -$656K -2,481 -0.6%
AIM
11
Artemis Investment Management
United Kingdom
$90.1M +$721K +2,727 +0.8%
T. Rowe Price Investment Management
12
T. Rowe Price Investment Management
Maryland
$86M +$84.6M +320,130 New
JP Morgan Chase
13
JP Morgan Chase
New York
$85.8M -$1.69M -6,400 -2%
RA
14
Royce & Associates
New York
$82.5M -$6.81M -25,768 -8%
Brown Advisory
15
Brown Advisory
Maryland
$74.7M +$6.35M +24,014 +9%
Geode Capital Management
16
Geode Capital Management
Massachusetts
$73.7M +$573K +2,168 +0.8%
Charles Schwab
17
Charles Schwab
California
$64.3M +$17M +64,319 +37%
CRM
18
Cramer Rosenthal McGlynn
Connecticut
$64.2M -$11.9M -44,860 -16%
Schroder Investment Management Group
19
Schroder Investment Management Group
United Kingdom
$64M -$12.2M -46,113 -16%
First Trust Advisors
20
First Trust Advisors
Illinois
$61.2M +$7.28M +27,549 +14%
Amundi
21
Amundi
France
$59.5M -$8.68M -32,838 -13%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$58.3M -$11.9M -45,072 -17%
HP
23
Harvey Partners
New York
$53.6M +$16M +60,471 +44%
GF
24
Greenhouse Funds
Maryland
$51.4M +$3.52M +13,310 +7%
Norges Bank
25
Norges Bank
Norway
$50.2M +$7M +26,498 +17%

VMI Hedge Fund Activity: Q3 2022 in Review

317 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q3 2022, worth a combined $5.06B — up 19% from $4.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new VMI positions and 21 closed out — a net gain of 21 holders — while 112 added to existing stakes and 108 trimmed.

The largest buyer was Invesco, adding an estimated $22.1M. The largest seller was T. Rowe Price Associates, cutting an estimated $84.2M.

  • 317 institutional investors held Valmont Industries (VMI) as of Q3 2022, up from 297 in Q2 2022.
  • Funds reported $5.06B of Valmont Industries stock for Q3 2022, up 19% quarter-over-quarter.
  • 42 funds opened new Valmont Industries positions in Q3 2022 and 21 closed out, a net change of +21 holders.
  • The largest Valmont Industries buyer in Q3 2022 was Invesco, an estimated $22.1M added.
  • The largest Valmont Industries seller in Q3 2022 was T. Rowe Price Associates, an estimated $84.2M sold.

Based on aggregated 13F filings for Q3 2022.