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447 hedge funds and large institutions have $4.7B invested in Vontier in 2023 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 117 increasing their positions, 154 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

398% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $724K

63% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 40

33% more funds holding in top 10

Funds holding in top 10: 68 (+2)

16% more capital invested

Capital invested by funds: $4.06B → $4.7B (+$640M)

5% more funds holding

Funds holding: 425447 (+22)

1.47% less ownership

Funds ownership: 95.6%94.13% (-1.5%)

24% less repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 154

Holders
447
Holders Change
+22
Holders Change %
+5.18%
% of All Funds
7.02%
Holding in Top 10
8
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+33.33%
% of All Funds
0.13%
New
65
Increased
117
Reduced
154
Closed
40
Calls
$3.61M
Puts
$724K
Net Calls
+$2.88M
Net Calls Change
-$3.73M
Name Holding Trade Value Shares
Change
Change in
Stake
GC
301
Globeflex Capital
California
$174K
HIIFS
302
Harel Insurance Investments & Financial Services
Israel
$159K +$144K +4,980 New
SWM
303
Spire Wealth Management
Virginia
$138K -$1.04K -36 -0.8%
CMF
304
Counterpoint Mutual Funds
California
$120K -$10.7K -370 -9%
EWA
305
EverSource Wealth Advisors
Alabama
$109K +$1.67K +58 +2%
BEI
306
Benjamin Edwards Inc
Missouri
$100K +$15.1K +525 +20%
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$92.8K +$4.5K +156 +6%
Lazard Asset Management
308
Lazard Asset Management
New York
$89K +$48.4K +1,679 +153%
LWCFA
309
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$88.3K
EWM
310
Endurance Wealth Management
Rhode Island
$82K -$1.04K -36 -1%
MA
311
Montag & Associates
Georgia
$79.9K
JWM
312
Janiczek Wealth Management
Colorado
$68.6K
Bessemer Group
313
Bessemer Group
New Jersey
$66K +$24.1K +837 +70%
CT
314
Colonial Trust
South Carolina
$64.4K
CSC
315
Caldwell Sutter Capital
California
$57.8K
IA
316
IFP Advisors
Florida
$57.1K +$11.5K +400 +29%
C
317
Covestor
United Kingdom
$54K -$19.5K -678 -29%
CAS
318
Coppell Advisory Solutions
Texas
$51.1K +$46.2K +1,601 New
BC
319
Bartlett & Co
Ohio
$50K +$40.7K +1,413 +1,095%
BCWM
320
Bartlett & Co Wealth Management
Ohio
$49.7K +$40.7K +1,413 +1,095%
HFM
321
Harvest Fund Management
China
$45K
MHR
322
Matthew Hamilton Rosenberg
$44.4K -$5.1K -177 -11%
First Manhattan
323
First Manhattan
New York
$42.5K
Fifth Third Bancorp
324
Fifth Third Bancorp
Ohio
$42.4K -$6.03K -209 -14%
PA
325
Parallel Advisors
California
$41.7K -$2.16K -75 -5%

VNT Hedge Fund Activity: Q2 2023 in Review

447 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Vontier (VNT) for Q2 2023, worth a combined $4.7B — up 16% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new VNT positions and 40 closed out — a net gain of 25 holders — while 117 added to existing stakes and 154 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $101M. The largest seller was American Century Companies, cutting an estimated $48.8M.

  • 447 institutional investors held Vontier (VNT) as of Q2 2023, up from 425 in Q1 2023.
  • Funds reported $4.7B of Vontier stock for Q2 2023, up 16% quarter-over-quarter.
  • 65 funds opened new Vontier positions in Q2 2023 and 40 closed out, a net change of +25 holders.
  • The largest Vontier buyer in Q2 2023 was Fidelity Investments, an estimated $101M added.
  • The largest Vontier seller in Q2 2023 was American Century Companies, an estimated $48.8M sold.

Based on aggregated 13F filings for Q2 2023.