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Valmont Industries

378 hedge funds and large institutions have $5.27B invested in Valmont Industries in 2023 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 132 increasing their positions, 132 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 40

4% more funds holding

Funds holding: 363378 (+15)

0.05% more ownership

Funds ownership: 85.9%85.95% (+0.05%)

0% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 132

10% less capital invested

Capital invested by funds: $5.85B → $5.27B (-$583M)

35% less call options, than puts

Call options by funds: $3.2M | Put options by funds: $4.89M

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
378
Holders Change
+15
Holders Change %
+4.13%
% of All Funds
5.93%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.05%
New
57
Increased
132
Reduced
132
Closed
40
Calls
$3.2M
Puts
$4.89M
Net Calls
-$1.69M
Net Calls Change
-$18.5M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$615M +$5.89M +20,399 +1%
Vanguard Group
2
Vanguard Group
Pennsylvania
$602M -$40.5M -140,305 -6%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$308M -$13.3M -46,114 -4%
Invesco
4
Invesco
Georgia
$253M -$59M -204,247 -19%
JP Morgan Chase
5
JP Morgan Chase
New York
$212M +$25.3M +87,720 +14%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$189M +$8.79M +30,436 +5%
State Street
7
State Street
Massachusetts
$177M -$5.95M -20,613 -3%
Artisan Partners
8
Artisan Partners
Wisconsin
$163M -$2.72M -9,417 -2%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$110M -$1.47M -5,091 -1%
Dimensional Fund Advisors
10
Dimensional Fund Advisors
Texas
$107M -$9.11M -31,545 -8%
Brown Advisory
11
Brown Advisory
Maryland
$101M +$20.9M +72,413 +26%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$89.7M +$2.32M +8,045 +3%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$79M -$14.6M -50,387 -16%
Charles Schwab
14
Charles Schwab
California
$67.2M -$1.28M -4,423 -2%
RA
15
Royce & Associates
New York
$65.1M -$1.42M -4,927 -2%
Schroder Investment Management Group
16
Schroder Investment Management Group
United Kingdom
$64.5M -$2.07M -7,180 -3%
AIM
17
Artemis Investment Management
United Kingdom
$61.5M +$5.46M +18,897 +10%
Norges Bank
18
Norges Bank
Norway
$60.6M +$1.52M +5,247 +3%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$60.1M -$2.49M -8,606 -4%
First Trust Advisors
20
First Trust Advisors
Illinois
$55.1M -$3.92M -13,555 -7%
NC
21
Nitorum Capital
New York
$52.7M +$7.65M +26,478 +17%
GF
22
Greenhouse Funds
Maryland
$52.1M +$3.3M +11,424 +7%
HighTower Advisors
23
HighTower Advisors
Illinois
$49.8M -$234K -810 -0.5%
SAM
24
Storebrand Asset Management
Norway
$48.1M +$5.43M +18,799 +13%
Northern Trust
25
Northern Trust
Illinois
$44M -$1.9M -6,576 -4%

VMI Hedge Fund Activity: Q2 2023 in Review

378 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q2 2023, worth a combined $5.27B — down 10% from $5.85B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new VMI positions and 40 closed out — a net gain of 17 holders — while 132 added to existing stakes and 132 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $31.2M. The largest seller was Fidelity Investments, cutting an estimated $70.7M.

  • 378 institutional investors held Valmont Industries (VMI) as of Q2 2023, up from 363 in Q1 2023.
  • Funds reported $5.27B of Valmont Industries stock for Q2 2023, down 10% quarter-over-quarter.
  • 57 funds opened new Valmont Industries positions in Q2 2023 and 40 closed out, a net change of +17 holders.
  • The largest Valmont Industries buyer in Q2 2023 was Allspring Global Investments, an estimated $31.2M added.
  • The largest Valmont Industries seller in Q2 2023 was Fidelity Investments, an estimated $70.7M sold.

Based on aggregated 13F filings for Q2 2023.