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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
AF
401
Allworth Financial
California
$1.68K +$1.15K +40 +333%
MCM
402
McMillion Capital Management
North Carolina
$1.68K +$1.5K +52 New
RFG
403
RFP Financial Group
Georgia
$1.61K
HI
404
Harbour Investments
Wisconsin
$1.55K
WP
405
WealthPLAN Partners
Nebraska
$1.39K
GRP
406
Global Retirement Partners
California
$1.35K
OIA
407
Optimum Investment Advisors
Illinois
$1.29K
RWPA
408
Richard W. Paul & Associates
Michigan
$1.29K
PO
409
Private Ocean
California
$1.29K +$1.15K +40 New
ATC
410
Adirondack Trust Company
New York
$1.24K
PP
411
PFS Partners
New Jersey
$1.17K
NMG
412
New Millennium Group
Utah
$1.13K
FCA
413
FinTrust Capital Advisors
South Carolina
$1.08K
Kayne Anderson Rudnick Investment Management
414
Kayne Anderson Rudnick Investment Management
California
$1.06K
RTL
415
Red Tortoise LLC
Georgia
$1.06K
KFI
416
Key Financial Inc
Pennsylvania
$1.03K
AW
417
Avion Wealth
Texas
$1K
AssetMark Inc
418
AssetMark Inc
California
$934
BFPW
419
BOK Financial Private Wealth
Colorado
$902
APC
420
Aspire Private Capital
North Carolina
$870
BWAM
421
Boyd Watterson Asset Management
Ohio
$837
CCA
422
Column Capital Advisors
Indiana
$805
AF
423
Advisornet Financial
Minnesota
$773 +$115 +4 +20%
SIC
424
SJS Investment Consulting
Ohio
$741 +$86 +3 +15%
AWM
425
Avior Wealth Management
Nebraska
$708

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.