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Valmont Industries

408 hedge funds and large institutions have $5B invested in Valmont Industries in 2024 Q2 according to their latest regulatory filings, with 74 funds opening new positions, 127 increasing their positions, 158 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 25 (+3)

54% more first-time investments, than exits

New positions opened: 74 | Existing positions closed: 48

22% more capital invested

Capital invested by funds: $4.1B → $5B (+$904M)

5% more funds holding

Funds holding: 389408 (+19)

1.57% more ownership

Funds ownership: 88.73%90.3% (+1.6%)

20% less repeat investments, than reductions

Existing positions increased: 127 | Existing positions reduced: 158

36% less call options, than puts

Call options by funds: $4.33M | Put options by funds: $6.72M

Holders
408
Holders Change
+19
Holders Change %
+4.88%
% of All Funds
5.89%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
74
Increased
127
Reduced
158
Closed
48
Calls
$4.33M
Puts
$6.72M
Net Calls
-$2.39M
Net Calls Change
-$516K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$544M -$19.8M -81,230 -4%
BlackRock
2
BlackRock
New York
$513M -$93.7M -384,107 -17%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$288M -$2.25M -9,208 -0.9%
State Street
4
State Street
Massachusetts
$174M -$4.94M -20,256 -3%
Brown Advisory
5
Brown Advisory
Maryland
$158M +$35.2M +144,489 +33%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$135M -$109M -448,420 -48%
Amundi
7
Amundi
France
$118M -$15M -61,695 -13%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$115M +$3.45M +14,168 +4%
Luther King Capital Management (LKCM)
9
Luther King Capital Management (LKCM)
Texas
$104M -$1.01M -4,145 -1%
Fidelity Investments
10
Fidelity Investments
Massachusetts
$92.2M +$74.4M +305,017 +987%
EARNEST Partners
11
EARNEST Partners
Georgia
$91.9M +$81.6M +334,773 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$90.9M -$1.23M -5,048 -2%
Invesco
13
Invesco
Georgia
$86.3M -$4M -16,391 -5%
CCM
14
Copeland Capital Management
Pennsylvania
$83.6M +$325K +1,334 +0.4%
Bank of America
15
Bank of America
North Carolina
$80.4M +$57.1M +234,400 +401%
D.E. Shaw & Co
16
D.E. Shaw & Co
New York
$78.1M -$13.3M -54,538 -16%
GF
17
Greenhouse Funds
Maryland
$74.2M +$15.1M +61,821 +30%
JP Morgan Chase
18
JP Morgan Chase
New York
$73.7M +$62.4K +256 +0.1%
Charles Schwab
19
Charles Schwab
California
$73.6M +$361K +1,482 +0.6%
SBH
20
Segall Bryant & Hamill
Illinois
$72.3M +$45.6M +186,859 +244%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$71M +$17.8M +73,084 +39%
Franklin Resources
22
Franklin Resources
California
$70.9M +$62.7M +257,256 +20,730%
Norges Bank
23
Norges Bank
Norway
$68.5M +$2.29M +9,383 +4%
Wellington Management Group
24
Wellington Management Group
Massachusetts
$58.4M +$20.2M +82,902 +64%
SAM
25
Storebrand Asset Management
Norway
$56M -$7.2M -29,541 -13%

VMI Hedge Fund Activity: Q2 2024 in Review

408 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q2 2024, worth a combined $5B — up 22% from $4.1B a quarter earlier.

Buyers outnumbered sellers: 74 funds opened new VMI positions and 48 closed out — a net gain of 26 holders — while 127 added to existing stakes and 158 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $81.6M. The largest seller was Impax Asset Management Group, cutting an estimated $109M.

  • 408 institutional investors held Valmont Industries (VMI) as of Q2 2024, up from 389 in Q1 2024.
  • Funds reported $5B of Valmont Industries stock for Q2 2024, up 22% quarter-over-quarter.
  • 74 funds opened new Valmont Industries positions in Q2 2024 and 48 closed out, a net change of +26 holders.
  • The largest Valmont Industries buyer in Q2 2024 was EARNEST Partners, an estimated $81.6M added.
  • The largest Valmont Industries seller in Q2 2024 was Impax Asset Management Group, an estimated $109M sold.

Based on aggregated 13F filings for Q2 2024.