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Valmont Industries

438 hedge funds and large institutions have $5.21B invested in Valmont Industries in 2024 Q3 according to their latest regulatory filings, with 63 funds opening new positions, 149 increasing their positions, 164 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

258% more call options, than puts

Call options by funds: $26.3M | Put options by funds: $7.34M

103% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 31

7% more funds holding

Funds holding: 408438 (+30)

4% more capital invested

Capital invested by funds: $5B → $5.21B (+$211M)

9% less repeat investments, than reductions

Existing positions increased: 149 | Existing positions reduced: 164

1.26% less ownership

Funds ownership: 90.3%89.04% (-1.3%)

40% less funds holding in top 10

Funds holding in top 10: 53 (-2)

Holders
438
Holders Change
+30
Holders Change %
+7.35%
% of All Funds
6.29%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
63
Increased
149
Reduced
164
Closed
31
Calls
$26.3M
Puts
$7.34M
Net Calls
+$18.9M
Net Calls Change
+$21.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$575M +$523K +1,867 +0.1%
BlackRock
2
BlackRock
New York
$539M -$2.63M -9,382 -0.5%
Neuberger Berman Group
3
Neuberger Berman Group
New York
$297M -$7.32M -26,143 -2%
State Street
4
State Street
Massachusetts
$186M +$1.94M +6,913 +1%
Brown Advisory
5
Brown Advisory
Maryland
$162M -$5.53M -19,752 -3%
Impax Asset Management Group
6
Impax Asset Management Group
United Kingdom
$134M -$8.75M -31,235 -6%
Franklin Resources
7
Franklin Resources
California
$124M +$41.7M +148,811 +58%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$121M -$769K -2,745 -0.7%
EARNEST Partners
9
EARNEST Partners
Georgia
$111M +$13M +46,448 +14%
Luther King Capital Management (LKCM)
10
Luther King Capital Management (LKCM)
Texas
$110M -$420K -1,500 -0.4%
Fidelity Investments
11
Fidelity Investments
Massachusetts
$101M +$3.78M +13,509 +4%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$97.4M +$1.38M +4,940 +1%
Amundi
13
Amundi
France
$90.3M -$33.1M -117,994 -27%
CCM
14
Copeland Capital Management
Pennsylvania
$89.1M +$804K +2,869 +0.9%
Bank of America
15
Bank of America
North Carolina
$85.4M +$425K +1,519 +0.5%
JP Morgan Chase
16
JP Morgan Chase
New York
$84.9M +$6.79M +24,224 +9%
SBH
17
Segall Bryant & Hamill
Illinois
$83.7M +$7.07M +25,237 +10%
Charles Schwab
18
Charles Schwab
California
$78.8M +$981K +3,501 +1%
Invesco
19
Invesco
Georgia
$73.5M -$17M -60,852 -19%
SEI Investments
20
SEI Investments
Pennsylvania
$73.2M +$15.2M +54,442 +27%
Wellington Management Group
21
Wellington Management Group
Massachusetts
$71.8M +$9.74M +34,772 +16%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$68.5M -$6.38M -22,761 -9%
VNIM
23
Vaughan Nelson Investment Management
Texas
$60.5M +$6.66M +23,765 +13%
Norges Bank
24
Norges Bank
Norway
$58.4M -$13.5M -48,209 -19%
RA
25
Royce & Associates
New York
$58.1M +$255K +910 +0.5%

VMI Hedge Fund Activity: Q3 2024 in Review

438 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Valmont Industries (VMI) for Q3 2024, worth a combined $5.21B — up 4.2% from $5B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new VMI positions and 31 closed out — a net gain of 32 holders — while 149 added to existing stakes and 164 trimmed.

The largest buyer was Franklin Resources, adding an estimated $41.7M. The largest seller was Amundi, cutting an estimated $33.1M.

  • 438 institutional investors held Valmont Industries (VMI) as of Q3 2024, up from 408 in Q2 2024.
  • Funds reported $5.21B of Valmont Industries stock for Q3 2024, up 4.2% quarter-over-quarter.
  • 63 funds opened new Valmont Industries positions in Q3 2024 and 31 closed out, a net change of +32 holders.
  • The largest Valmont Industries buyer in Q3 2024 was Franklin Resources, an estimated $41.7M added.
  • The largest Valmont Industries seller in Q3 2024 was Amundi, an estimated $33.1M sold.

Based on aggregated 13F filings for Q3 2024.