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Valmont Industries

379 hedge funds and large institutions have $4.25B invested in Valmont Industries in 2023 Q4 according to their latest regulatory filings, with 54 funds opening new positions, 135 increasing their positions, 137 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

101% more call options, than puts

Call options by funds: $9.15M | Put options by funds: $4.55M

2% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 53

0.97% more ownership

Funds ownership: 86.26%87.22% (+0.97%)

0% less funds holding

Funds holding: 380379 (-1)

1% less repeat investments, than reductions

Existing positions increased: 135 | Existing positions reduced: 137

2% less capital invested

Capital invested by funds: $4.36B → $4.25B (-$102M)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
379
Holders Change
-1
Holders Change %
-0.26%
% of All Funds
5.53%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
54
Increased
135
Reduced
137
Closed
53
Calls
$9.15M
Puts
$4.55M
Net Calls
+$4.6M
Net Calls Change
+$7.24M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$584M +$1.92M +8,733 +0.4%
Vanguard Group
2
Vanguard Group
Pennsylvania
$490M +$11.9M +54,189 +3%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$249M +$10.2M +46,495 +5%
Impax Asset Management Group
4
Impax Asset Management Group
United Kingdom
$187M +$1.12M +5,109 +0.6%
State Street
5
State Street
Massachusetts
$151M +$8.25M +37,514 +6%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$93.7M +$3.88M +17,631 +5%
Morgan Stanley
7
Morgan Stanley
New York
$90.4M +$46.7M +212,531 +122%
Luther King Capital Management (LKCM)
8
Luther King Capital Management (LKCM)
Texas
$90.3M +$3.02M +13,756 +4%
Brown Advisory
9
Brown Advisory
Maryland
$84M -$4.68M -21,310 -6%
Amundi
10
Amundi
France
$80.4M +$75.8M +344,788 New
Geode Capital Management
11
Geode Capital Management
Massachusetts
$75.5M +$2.04M +9,292 +3%
Invesco
12
Invesco
Georgia
$70.9M -$93.6M -425,916 -58%
CCM
13
Copeland Capital Management
Pennsylvania
$69M +$17.5M +79,647 +37%
JP Morgan Chase
14
JP Morgan Chase
New York
$68.2M -$7.68M -34,922 -11%
D.E. Shaw & Co
15
D.E. Shaw & Co
New York
$67.1M +$5.48M +24,934 +10%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$63.5M +$71.4K +325 +0.1%
Artisan Partners
17
Artisan Partners
Wisconsin
$61.6M -$27.2M -123,747 -32%
Charles Schwab
18
Charles Schwab
California
$59M +$3.03M +13,764 +6%
Victory Capital Management
19
Victory Capital Management
Texas
$57.6M +$9.27M +42,173 +21%
First Trust Advisors
20
First Trust Advisors
Illinois
$53.1M +$6.82M +31,017 +16%
SAM
21
Storebrand Asset Management
Norway
$51.8M +$4.04M +18,391 +9%
Norges Bank
22
Norges Bank
Norway
$49.5M -$685K -3,115 -1%
RA
23
Royce & Associates
New York
$48.8M +$856K +3,892 +2%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$46.5M +$550K +2,503 +1%
HighTower Advisors
25
HighTower Advisors
Illinois
$41.5M +$1.44M +6,568 +4%

VMI Hedge Fund Activity: Q4 2023 in Review

379 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q4 2023, worth a combined $4.25B — down 2.3% from $4.36B a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new VMI positions and 53 closed out — a net gain of 1 holder — while 135 added to existing stakes and 137 trimmed.

The largest buyer was Amundi, opening a new position worth an estimated $75.8M. The largest seller was Invesco, cutting an estimated $93.6M.

  • 379 institutional investors held Valmont Industries (VMI) as of Q4 2023, down from 380 in Q3 2023.
  • Funds reported $4.25B of Valmont Industries stock for Q4 2023, down 2.3% quarter-over-quarter.
  • 54 funds opened new Valmont Industries positions in Q4 2023 and 53 closed out, a net change of +1 holder.
  • The largest Valmont Industries buyer in Q4 2023 was Amundi, an estimated $75.8M added.
  • The largest Valmont Industries seller in Q4 2023 was Invesco, an estimated $93.6M sold.

Based on aggregated 13F filings for Q4 2023.