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Institutional Cluster

MTN

VAIL RESORTS INC
NEUTRAL
Impact 3/10
Horizonweeks Processed1d 5h ago
Institutional cluster: 5 buyers, 2 sellers (bullish)
Actionable Insight • Neutral

The cluster is small in dollar terms relative to MTN's $5.5B market cap. The selling by Alps Advisors ($10.6M) dominates the buying. Without insider buying or larger active managers participating, this cluster offers limited directional signal. Monitor next 10-Q for any fundamental catalyst.

DirectionNeutral
Confidencemedium
Horizonweeks

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Executive Summary

Institutional 13F cluster for Vail Resorts shows 5 small asset managers adding positions (net +$1.8M) while 2 sellers reduced holdings by $10.6M, led by Alps Advisors trimming $10.6M. The net conviction is bullish among buyers, but the aggregate dollar flow is negative (-$8.8M) and the cluster is dominated by small advisors with no insider buying corroboration.

Key Financial Metrics

Direction
distributing
Buy Value
$4.4M
Sell Value
$15.1M
Net Flow
-$8.8M

Institutional Positions

Net institutional flow: -$8.8M

▲ Buyers (5)

InstitutionActionChangePosition ValueValue Δ
Creative PlanningADD+80.3%$2.0M$921.0K
Commonwealth Equity ServicesADD+40.5%$1.2M$359.0K
Farther Finance AdvisorsDOUBLED+221.6%$460.0K$318.0K
Wealth Enhancement Advisory ServicesADD+38%$635.0K$162.0K
AssetmarkDOUBLED+111.6%$40.0K$21.0K

▼ Sellers (2)

InstitutionActionChangePrev ValueValue Δ
Strs OhioTRIM-34.9%$101.0K-$35.0K
Alps AdvisorsTRIM-70.5%$15.0M-$10.6M

Key Facts

  • 5 buyers added $1.8M in aggregate; 2 sellers reduced $10.6M
  • Alps Advisors trimmed 70.5% of its position, selling $10.6M worth
  • Largest buyer was Creative Planning, adding $921K (+80.3% shares)
  • No open-market insider buying in the window; 13F × Form 4 confluence score 31/100 (institutions only)
  • All participants are asset managers; no activist, hedge fund, or sovereign wealth fund involvement

Financial Impact

Aggregate institutional net selling of $8.8M (buyers added $1.8M, sellers removed $10.6M). The largest single move was Alps Advisors reducing $10.6M.

institutional ownershipfloat

Risk Factors

  • 13F data is 45+ days stale; positions may have been unwound
  • All participants are small asset managers; no high-conviction activist or hedge fund involvement
  • Net dollar flow is negative despite bullish conviction label among buyers
  • No insider buying corroboration weakens the bullish signal

Market Snapshot

Exchange
NYSE
Sector
Services-Miscellaneous Amusement & Recreation
Analyst Consensus
38% bullish (21 analysts)

Investment Themes

Services

Documents Analyzed

This report is based on 1 institutional 13F filing from SEC EDGAR.

DocumentAccession Number
INST-CLUSTER Data (Synthetic)inst-cluster-MTN-2026-Q3
20 reports for MTN
Performance horizon
33% Hit rate @ T+5 2 of 6 bullish or bearish reports Went positive at some point 3 of 7 best @ T+20▲ +6.66%Sep 16, 2026
Filters
Rows
Reports for MTN, sortable and filterable
TypeNow
Nov 3, 2026
today
SC 13D/A
BEARISH ★ 5/10
$154.00awaiting T+5awaiting T+5No price
Nov 3, 2026
1d ago
DEFA14A
NEUTRAL ★ 5/10
$154.76awaiting T+5awaiting T+5No price
Nov 3, 2026
1d ago
Institutional Cluster
NEUTRAL ★ 3/10
$154.00awaiting T+5awaiting T+5No price
Nov 2, 2026
1d ago
DFAN14A
NEUTRAL ★ 5/10
$154.82awaiting T+5awaiting T+5No price
Nov 2, 2026
1d ago
DEFA14A
NEUTRAL ★ 6/10
$154.82awaiting T+5awaiting T+5No price
Nov 2, 2026
1d ago
DEFA14A
NEUTRAL ★ 5/10
$154.82awaiting T+5awaiting T+5No price
Oct 30, 2026
4d ago
DEFA14A
NEUTRAL ★ 3/10
$154.82awaiting T+5awaiting T+5No price
Oct 30, 2026
4d ago
DEFA14A
MIXED ★ 6/10
$154.82awaiting T+5awaiting T+5No price
Oct 30, 2026
5d ago
PREC14A
BEARISH ★ 4/10
$151.83awaiting T+5awaiting T+5No price
Oct 19, 2026
16d ago
8-K
NEUTRAL ★ 5/10
$150.54 $151.46▲ +0.61%▲ +0.53%No price
Showing 10 of 20

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Report published Nov 3, 2026