Valmont Industries
363 hedge funds and large institutions have $5.85B invested in Valmont Industries in 2023 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 138 increasing their positions, 132 reducing their positions, and 30 closing their positions.
387% more call options, than puts
Call options by funds: $21.1M | Put options by funds: $4.34M
50% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 30
3% more funds holding
Funds holding: 352 → 363 (+11)
5% more repeat investments, than reductions
Existing positions increased: 138 | Existing positions reduced: 132
4% less capital invested
Capital invested by funds: $6.1B → $5.85B (-$244M)
2.66% less ownership
Funds ownership: 88.56% → 85.9% (-2.7%)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$33.9M |
| 2 |
SAM
Storebrand Asset Management
Lysaker,
Norway
|
+$29.1M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$22.1M |
| 4 |
Millennium Management
New York
|
+$18.7M |
| 5 |
AAMU
AEGON Asset Management (UK)
Edinburgh,
United Kingdom
|
+$17.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$209M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$38.4M |
| 3 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$29.9M |
| 4 |
Artisan Partners
Milwaukee,
Wisconsin
|
-$21.8M |
| 5 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$19.5M |
VMI Hedge Fund Activity: Q1 2023 in Review
363 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q1 2023, worth a combined $5.85B — down 4% from $6.1B a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new VMI positions and 30 closed out — a net gain of 15 holders — while 138 added to existing stakes and 132 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $33.9M. The largest seller was Fidelity Investments, cutting an estimated $209M.
- 363 institutional investors held Valmont Industries (VMI) as of Q1 2023, up from 352 in Q4 2022.
- Funds reported $5.85B of Valmont Industries stock for Q1 2023, down 4% quarter-over-quarter.
- 45 funds opened new Valmont Industries positions in Q1 2023 and 30 closed out, a net change of +15 holders.
- The largest Valmont Industries buyer in Q1 2023 was JP Morgan Chase, an estimated $33.9M added.
- The largest Valmont Industries seller in Q1 2023 was Fidelity Investments, an estimated $209M sold.
Based on aggregated 13F filings for Q1 2023.