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Valmont Industries

380 hedge funds and large institutions have $4.36B invested in Valmont Industries in 2023 Q3 according to their latest regulatory filings, with 53 funds opening new positions, 169 increasing their positions, 113 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

50% more repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 113

8% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 49

1% more funds holding

Funds holding: 378380 (+2)

0.3% more ownership

Funds ownership: 85.95%86.26% (+0.3%)

17% less capital invested

Capital invested by funds: $5.27B → $4.36B (-$913M)

46% less call options, than puts

Call options by funds: $3.15M | Put options by funds: $5.79M

Holders
380
Holders Change
+2
Holders Change %
+0.53%
% of All Funds
6.03%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
53
Increased
169
Reduced
113
Closed
49
Calls
$3.15M
Puts
$5.79M
Net Calls
-$2.64M
Net Calls Change
-$954K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$598M +$97.2M +378,109 +18%
Vanguard Group
2
Vanguard Group
Pennsylvania
$491M -$5.43M -21,114 -1%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$245M -$10.2M -39,519 -4%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$192M +$37.7M +146,798 +23%
Invesco
5
Invesco
Georgia
$175M -$36.1M -140,284 -16%
State Street
6
State Street
Massachusetts
$147M +$315K +1,224 +0.2%
Artisan Partners
7
Artisan Partners
Wisconsin
$93.1M -$44.5M -173,074 -31%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$92.2M +$3.79M +14,729 +4%
Brown Advisory
9
Brown Advisory
Maryland
$91.5M +$8.58M +33,390 +10%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$89.6M -$1.67M -6,484 -2%
JP Morgan Chase
11
JP Morgan Chase
New York
$78.6M -$103M -400,213 -55%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$75.4M +$1.46M +5,673 +2%
T. Rowe Price Investment Management
13
T. Rowe Price Investment Management
Maryland
$65.2M
GF
14
Greenhouse Funds
Maryland
$63.8M +$22.2M +86,512 +48%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$63M +$37.2M +144,634 +123%
Charles Schwab
16
Charles Schwab
California
$57.3M +$2.06M +8,004 +3%
NC
17
Nitorum Capital
New York
$55M +$12.3M +47,964 +26%
CCM
18
Copeland Capital Management
Pennsylvania
$51.8M +$55.5M +215,703 New
Norges Bank
19
Norges Bank
Norway
$51.7M +$1.79M +6,944 +3%
RA
20
Royce & Associates
New York
$49.3M -$4.74M -18,428 -8%
Victory Capital Management
21
Victory Capital Management
Texas
$49.1M +$30.6M +119,201 +140%
SAM
22
Storebrand Asset Management
Norway
$48.9M +$9.81M +38,178 +23%
Bank of New York Mellon
23
Bank of New York Mellon
New York
$47.3M -$2.51M -9,783 -5%
First Trust Advisors
24
First Trust Advisors
Illinois
$47.2M +$1.88M +7,303 +4%
Morgan Stanley
25
Morgan Stanley
New York
$42M +$7.38M +28,712 +20%

VMI Hedge Fund Activity: Q3 2023 in Review

380 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q3 2023, worth a combined $4.36B — down 17% from $5.27B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new VMI positions and 49 closed out — a net gain of 4 holders — while 169 added to existing stakes and 113 trimmed.

The largest buyer was BlackRock, adding an estimated $97.2M. The largest seller was JP Morgan Chase, cutting an estimated $103M.

  • 380 institutional investors held Valmont Industries (VMI) as of Q3 2023, up from 378 in Q2 2023.
  • Funds reported $4.36B of Valmont Industries stock for Q3 2023, down 17% quarter-over-quarter.
  • 53 funds opened new Valmont Industries positions in Q3 2023 and 49 closed out, a net change of +4 holders.
  • The largest Valmont Industries buyer in Q3 2023 was BlackRock, an estimated $97.2M added.
  • The largest Valmont Industries seller in Q3 2023 was JP Morgan Chase, an estimated $103M sold.

Based on aggregated 13F filings for Q3 2023.