We are live on ! Find out more

471 hedge funds and large institutions have $5.15B invested in Vontier in 2023 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 137 increasing their positions, 153 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,307% more call options, than puts

Call options by funds: $6.58M | Put options by funds: $193K

172% more first-time investments, than exits

New positions opened: 87 | Existing positions closed: 32

12% more capital invested

Capital invested by funds: $4.58B → $5.15B (+$572M)

11% more funds holding

Funds holding: 423471 (+48)

1.14% more ownership

Funds ownership: 95.5%96.64% (+1.1%)

10% less repeat investments, than reductions

Existing positions increased: 137 | Existing positions reduced: 153

50% less funds holding in top 10

Funds holding in top 10: 63 (-3)

Holders
471
Holders Change
+48
Holders Change %
+11.35%
% of All Funds
6.87%
Holding in Top 10
3
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
87
Increased
137
Reduced
153
Closed
32
Calls
$6.58M
Puts
$193K
Net Calls
+$6.38M
Net Calls Change
+$5.74M
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
451
GPS Wealth Strategies Group
Colorado
$691
PWMG
452
Prestige Wealth Management Group
New Jersey
$657
KWAG
453
Kiely Wealth Advisory Group
North Carolina
$592 +$553 +17 New
GBT
454
Grove Bank & Trust
Florida
$553 -$130 -4 -20%
JFA
455
JNBA Financial Advisors
Minnesota
$553
DPW
456
DiNuzzo Private Wealth
Pennsylvania
$484 +$456 +14 New
HI
457
Horizon Investments
North Carolina
$449 +$423 +13 New
BHWM
458
Beaird Harris Wealth Management
Texas
$346 -$98 -3 -23%
SWM
459
Sugarloaf Wealth Management
Georgia
$346
TIM
460
Tortoise Investment Management
New York
$311
CWM
461
Compass Wealth Management
Connecticut
$277
LWANC
462
Laurel Wealth Advisors (North Carolina)
North Carolina
$277
S
463
Sachetta
Massachusetts
$242 +$228 +7 New
BCMLT
464
Beacon Capital Management LLC (Tennessee)
Tennessee
$124
VWA
465
Valued Wealth Advisors
Utah
$124 +$130 +4 New
PCFFS
466
Pacific Center for Financial Services
California
$104
FWM
467
Focused Wealth Management
New York
$70
FGAM
468
Financial Gravity Asset Management
Texas
$70 +$33 +1 +100%
CAS
469
Coppell Advisory Solutions
Texas
$69
SPWM
470
Spartan Planning & Wealth Management
North Carolina
$42 +$33 +1 New
Toronto Dominion Bank
471
Toronto Dominion Bank
Ontario, Canada
$35
ICM
472
Invenomic Capital Management
Massachusetts
-$14.9M -480,895 Closed
KP
473
Kiltearn Partners
United Kingdom
-$9.71M -314,031 Closed
SAM
474
Scopus Asset Management
New York
-$8.92M -274,197 Closed
AP
475
Advisors Preferred
Maryland
-$5.74M -188,062 Closed

VNT Hedge Fund Activity: Q4 2023 in Review

471 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vontier (VNT) for Q4 2023, worth a combined $5.15B — up 12% from $4.58B a quarter earlier.

Buyers outnumbered sellers: 87 funds opened new VNT positions and 32 closed out — a net gain of 55 holders — while 137 added to existing stakes and 153 trimmed.

The largest buyer was Fuller & Thaler Asset Management, adding an estimated $74M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $29.3M.

  • 471 institutional investors held Vontier (VNT) as of Q4 2023, up from 423 in Q3 2023.
  • Funds reported $5.15B of Vontier stock for Q4 2023, up 12% quarter-over-quarter.
  • 87 funds opened new Vontier positions in Q4 2023 and 32 closed out, a net change of +55 holders.
  • The largest Vontier buyer in Q4 2023 was Fuller & Thaler Asset Management, an estimated $74M added.
  • The largest Vontier seller in Q4 2023 was Cramer Rosenthal McGlynn, an estimated $29.3M sold.

Based on aggregated 13F filings for Q4 2023.