Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

VALMONT INDS INC (VMI)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +49
Streak
2Q ▲
Buyers last Q
49%

Smart Money Signals — VMI

Based on 559 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 VMI 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 (100% of max)

100% of all-time peak
559 hedge funds hold VMI 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.
📶

Steady growth — +19% more funds vs a year ago

fund count last 6Q
+90 new funds entered over the past year (+19% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

257 buying263 selling
Last quarter: 263 funds reduced or exited vs 257 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.
📈

More new buyers each quarter (+19 vs last Q)

new funds entering per quarter
Funds opening a new VMI position: 76 → 78 → 79 → 98. A growing influx of new institutional buyers means the asset is still gathering momentum — the consensus hasn't fully saturated yet.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 22% medium ■ 25% new
301 out of 559 hedge funds have held VMI 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.
📈

Growing discovery — still being found

74 → 76 → 78 → 79 → 98 new funds/Q
New funds entering each quarter: 76 → 78 → 79 → 98. A growing number of institutions are discovering VMI each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Deep conviction — 60% of holders stayed 2+ years

■ 60% veterans ■ 12% 1-2yr ■ 29% new
Of 564 current holders: 338 (60%) 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.
🏆

Elite ownership — 41% AUM from top-100 funds

41% from top-100 AUM funds
44 of 559 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in VMI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — 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: VMI

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

Market Analysis: VMI

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: VMI

-- --

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.

30 top-rated funds 6 high-conviction
Consensus
6.5
/ 10
breadth
×
Elite
3.8
/ 10
conviction
Hedge Fund Positioning: VMI
2026 Q1 Stats Unlock in 15 days 564 + Investors

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

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 564 520 8.46%
13F Shares 18M 18M 0.4%
Total Value $7.11B $6.79B 4.71%
New Positions 98 82 +16
Increased Positions 167 182 -15
Closed Positions 53 51 +2
Reduced Positions 220 177 +43
Total Calls 4 6 -33.33%
Total Puts 3 5 -40.0%
PUT/CALL Ratio 0.75 0.83 Neutral

Statistics: VMI

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Valuation Measures Data as of: --

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Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

564 + investors

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

Top 25 institutional holders of VMI — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Robert B. Daugherty Foundation 100.00% 250,000 $100.0M
2 PIONEER TRUST BANK N A/OR 4.20% 43,288 $17.3M
3 F&V Capital Management, LLC 2.95% 34,937 $14K
4 Nabity-Jensen Investment Management Inc 1.37% 4,939 $2.0M
5 Leeward Investments, LLC - MA 1.13% 57,369 $22.9M
6 Clean Yield Group 1.10% 9,766 $3.9M
7 VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 1.01% 252,605 $100.9M
8 Silver Lake Advisory, LLC 0.92% 5,820 $2.3M
9 Carmel Capital Partners, LLC 0.90% 6,234 $2.5M
10 Verity Asset Management, Inc. 0.87% 5,171 $2.1M
11 L. Roy Papp & Associates, LLP 0.69% 14,951 $6.0M
12 Security National Bank 0.65% 11,178 $4.5M
13 Arbejdsmarkedets Tillaegspension 0.62% 62,714 $25.1M
14 SMART Wealth LLC 0.59% 5,050 $2.0M
15 WealthPlan Investment Management, LLC 0.55% 24,641 $9.8M
16 Oliver Luxxe Assets LLC 0.47% 7,858 $3.1M
17 MQS Management LLC 0.42% 1,573 $629K
18 Ninety One North America, Inc. 0.41% 23,084 $9.2M
19 Oak Thistle LLC 0.35% 9,032 $3.6M
20 Boston Trust Walden Corp 0.31% 93,773 $37.5M
21 TBH Global Asset Management, LLC 0.30% 3,737 $1.5M
22 Covea Finance 0.30% 21,300 $8.5M
23 Blue Capital, Inc. 0.27% 1,036 $414K
24 Morey & Quinn Wealth Partners, LLC 0.26% 920 $368K
25 CONGRESS ASSET MANAGEMENT CO 0.26% 89,884 $35.9M
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 — VALMONT INDS INC (VMI)

What does the Smart Money Trend signal show for VMI?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added VMI 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 VMI?

More sellers than buyers — 49% buying: Last quarter: 263 funds reduced or exited vs 257 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 VMI holders?

Elite ownership — 41% AUM from top-100 funds: 44 of 559 holders are among the 100 largest funds by AUM, controlling 41% of total institutional value in VMI. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held VMI?

54% of holders stayed for 2+ years: 301 out of 559 hedge funds have held VMI 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.