VMI Valmont Industries, Inc.

NYSE
$483.44

Valmont Industries, Inc. (VMI) Hedge Fund Activity

This view isolates hedge funds from the broader institutional ownership shown on the Institutional tab. A pension fund tracking an index may have no view on a stock; when a hedge fund builds or exits a position, that decision can carry information. This page measures those changes. Positions as of June 30, 2026.

Based on quarterly 13F long-equity filings. Changes compare reported quarter-end positions; filings can be reported up to 45 days later and do not represent a fund's complete exposure.

Hedge fund breadth
-36.84
12 buyers / 26 sellers
STRONG SELLING
Funds compared
38
funds with comparable VMI positions
27 current holders · 34 prior-quarter holders
Net share change
-15.9K
+317.1K added, -333.0K cut
Position activity
4 new 8 increased 15 reduced 11 exited

Most significant moves

Ranked by conviction, not size — how much of the fund's own book the position represents, how far it moved, and what kind of fund made it.

Fund Action Shares changed Change Est. value Portfolio wt. Score
Southpoint Capital Advisors Long/Short New +150.0K $86.6M 2.0% 72
Bridgewater Associates Quant Macro Sold Out -7.6K -100.0% $4.4M 0.0% 63
Balyasny Asset Management L.P. Sold Out -9.5K -100.0% $5.5M 0.0% 59
Point72 Asset Management, L.P. Increased +70.7K +149.0% $40.8M 0.1% 58
Holocene Advisors, LP Sold Out -8.9K -100.0% $5.1M 0.0% 58
Magnetar Capital Event Quant Sold Out -6.2K -100.0% $3.6M 0.0% 57
Tudor Investment Corporation Macro Sold Out -12.5K -100.0% $7.2M 0.0% 56
ExodusPoint Capital Management Long/Short Quant Sold Out -11.5K -100.0% $6.7M 0.0% 54
Jain Global Long/Short Quant New +3.7K $2.1M 0.0% 54
Walleye Capital Long/Short Quant New +2.0K $1.2M 0.0% 53

Most significant buyers

By move score, not size.

  • Southpoint Capital Advisors New · +150.0K
  • Point72 Asset Management, L.P. Increased · +70.7K
  • Jain Global New · +3.7K
  • Walleye Capital New · +2.0K
  • Armistice Capital New · +348

Most significant sellers

By move score, not size.

  • Bridgewater Associates Sold Out · -7.6K
  • Balyasny Asset Management L.P. Sold Out · -9.5K
  • Holocene Advisors, LP Sold Out · -8.9K
  • Magnetar Capital Sold Out · -6.2K
  • Tudor Investment Corporation Sold Out · -12.5K

Hedge fund positions

Fund Tier Shares Previous Change Change % Portfolio wt. Action Score
Southpoint Capital Advisors 2 150.0K 0 +150.0K 2.0% New 72
Bridgewater Associates 1 0 7.6K -7.6K -100.0% 0.0% Sold Out 63
Balyasny Asset Management L.P. 2 0 9.5K -9.5K -100.0% 0.0% Sold Out 59
Point72 Asset Management, L.P. 1 118.1K 47.4K +70.7K +149.0% 0.1% Increased 58
Holocene Advisors, LP 2 0 8.9K -8.9K -100.0% 0.0% Sold Out 58
Magnetar Capital 2 0 6.2K -6.2K -100.0% 0.0% Sold Out 57
Tudor Investment Corporation 2 0 12.5K -12.5K -100.0% 0.0% Sold Out 56
ExodusPoint Capital Management 3 0 11.5K -11.5K -100.0% 0.0% Sold Out 54
Jain Global 3 3.7K 0 +3.7K 0.0% New 54
Walleye Capital 3 2.0K 0 +2.0K 0.0% New 53
Armistice Capital 3 348 0 +348 0.0% New 53
Voloridge Investment Management 2 46.7K 11.9K +34.7K +291.3% 0.1% Increased 52
Brevan Howard Capital Management 3 0 3.5K -3.5K -100.0% 0.0% Sold Out 51
Y-Intercept 4 0 16.0K -16.0K -100.0% 0.0% Sold Out 51
CenterBook Partners 4 0 1.9K -1.9K -100.0% 0.0% Sold Out 51
Lighthouse Investment Partners 3 0 620 -620 -100.0% 0.0% Sold Out 51
Aquatic Capital Management 4 0 3.2K -3.2K -100.0% 0.0% Sold Out 50
WORLDQUANT MILLENNIUM ADVISORS LLC 2 633 5.1K -4.5K -87.7% 0.0% Reduced 49
Qube Research & Technologies Ltd 2 35.5K 131.0K -95.5K -72.9% 0.0% Reduced 49
Man Group 3 1.0K 14.9K -13.9K -93.0% 0.0% Reduced 46
RENAISSANCE TECHNOLOGIES LLC 1 78.3K 50.4K +28.0K +55.5% 0.1% Increased 45
Boothbay Fund Management 4 11.4K 1.5K +9.8K +646.3% 0.1% Increased 45
Edgestream Partners 4 3.3K 23.6K -20.3K -85.9% 0.1% Reduced 45
Quantbot Technologies 4 1.6K 19.7K -18.1K -92.0% 0.0% Reduced 43
Scopus Asset Management 2 6.0K 17.5K -11.4K -65.5% 0.1% Reduced 43
Squarepoint Ops LLC 2 30.9K 59.0K -28.1K -47.6% 0.0% Reduced 40
Capital Fund Management 3 22.9K 14.3K +8.6K +60.1% 0.1% Increased 39
CITADEL ADVISORS LLC 1 20.0K 31.4K -11.3K -36.1% 0.0% Reduced 38
TWO SIGMA INVESTMENTS, LP 2 4.7K 7.6K -3.0K -38.9% 0.0% Reduced 37
Quadrature Capital 3 5.5K 11.6K -6.2K -53.0% 0.0% Reduced 37
MARSHALL WACE, LLP 2 28.9K 22.1K +6.8K +30.8% 0.0% Increased 35
MILLENNIUM MANAGEMENT LLC 2 29.0K 32.2K -3.2K -10.0% 0.0% Reduced 31
Engineers Gate 4 4.5K 7.3K -2.8K -38.7% 0.0% Reduced 29
AQR Capital Management 3 178.3K 209.8K -31.5K -15.0% 0.0% Reduced 28
D. E. Shaw & Co., Inc. 1 20.0K 20.0K +71 +0.4% 0.0% Increased 27
Capstone Investment Advisors 3 999 1.2K -245 -19.7% 0.0% Reduced 27
Gotham Asset Management, LLC 2 71.7K 69.3K +2.4K +3.4% 0.1% Increased 27
Schonfeld Strategic Advisors 3 5.5K 7.2K -1.6K -22.9% 0.0% Reduced 26

Every fund above opens. Subscribers can see any manager's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.

Sign in or subscribe

Hedge funds are identified from their 13F filings, which are due 45 days after quarter end and cover long U.S.-listed equity positions only. A fund's short book never appears, so a reduced position can mean a changed view or a changed hedge — the filing doesn't say which.