Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VALHI INC NEW (VHI)

60 + Investors. Track Smart Money conviction in VHI. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +2
Streak
2Q ▲
Buyers last Q
43%

Smart Money Signals — VHI

Based on 60 hedge funds · latest filing: 2025 Q4 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added VHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
60 hedge funds hold VHI right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
〰️

Stable — ownership unchanged year-over-year

fund count last 6Q
The number of hedge funds holding VHI is almost the same as a year ago (+0 funds, +0% change). No significant rush to buy or sell — institutional backing is holding steady.
🟠

More sellers than buyers — 43% buying

22 buying29 selling
Last quarter: 29 funds reduced or exited vs 22 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~8 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 6 → 3 → 9 → 8. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

65% of holders stayed for 2+ years

65% conviction (2yr+) 27% medium 8% new
39 out of 60 hedge funds have held VHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💎

Buying through price weakness — shares -4%, value -27%

Value
-26%
Shares
-4%
Last quarter: funds added -4% more shares while total portfolio value only changed -27%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
➡️

Steady discovery — ~8 new funds/quarter

7 → 6 → 3 → 9 → 8 new funds/Q
New funds entering each quarter: 6 → 3 → 9 → 8. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Deep conviction — 72% of holders stayed 2+ years

72% veterans 15% 1-2yr 13% new
Of 60 current holders: 43 (72%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.

Strong quality — 23% AUM from major funds

23% from top-100 AUM funds
18 of 60 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.4
out of 10
Low Exit Risk
Exit risk score 3.4/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Hedge Fund Ownership: VHI

How many hedge funds hold VHI — quarterly history vs. share price
Quarterly hedge fund ownership of VHI vs. share price

Market Analysis: VHI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VHI

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 0 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
0.0
/ 10
conviction
Hedge Fund Positioning: VHI
2026 Q1 Stats Unlock in 12 days 60 + Investors

Track Smart Money conviction in VHI. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 60 58 3.45%
13F Shares 1M 1M -4.33%
Total Value $14M $19M -26.86%
New Positions 8 9 -1
Increased Positions 14 15 -1
Closed Positions 6 3 +3
Reduced Positions 23 21 +2
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: VHI

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Valuation Measures Data as of: --

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Enterprise Value --
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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

60 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in VHI. Verified SEC 13F-HR filings.

Top 18 institutional holders of VHI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Avion Wealth 0.01% 4,372
2 HOWLAND CAPITAL MANAGEMENT LLC 0.01% 10,000 $143K
3 Covestor Ltd 0.00% 73
4 HARBOR CAPITAL ADVISORS, INC. 0.00% 573
5 STRS OHIO 0.00% 7,400 $106K
6 GAMMA Investing LLC 0.00% 322 $5K
7 State of Alaska, Department of Revenue 0.00% 1,107
8 NEW YORK STATE COMMON RETIREMENT FUND 0.00% 2,622 $37K
9 Hilltop National Bank 0.00% 12
10 Sterling Capital Management LLC 0.00% 80 $1K
11 SBI Securities Co., Ltd. 0.00% 49
12 UBS Group AG 0.00% 5,932 $85K
13 True Wealth Design, LLC 0.00% 2
14 Oakworth Capital, Inc. 0.00% 4
15 ROTHSCHILD INVESTMENT LLC 0.00% 2
16 IFP Advisors, Inc 0.00% 5
17 NISA INVESTMENT ADVISORS, LLC 0.00% 13
18 Farther Finance Advisors, LLC 0.00% 2
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — VALHI INC NEW (VHI)

What does the Smart Money Trend signal show for VHI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VHI than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for VHI?

More sellers than buyers — 43% buying: Last quarter: 29 funds reduced or exited vs 22 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for VHI holders?

Strong quality — 23% AUM from major funds: 18 of 60 holders rank in the top 100 by AUM, accounting for 23% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held VHI?

65% of holders stayed for 2+ years: 39 out of 60 hedge funds have held VHI for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.