Veritex Holdings
VBTX
VBTX was delisted on the 17th of October, 2025.
155 hedge funds and large institutions have $583M invested in Veritex Holdings in 2020 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 46 increasing their positions, 60 reducing their positions, and 33 closing their positions.
1.68% more ownership
Funds ownership: 80.94% → 82.62% (+1.7%)
5% more call options, than puts
Call options by funds: $369K | Put options by funds: $350K
6% less funds holding
Funds holding: 165 → 155 (-10)
23% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 60
24% less first-time investments, than exits
New positions opened: 25 | Existing positions closed: 33
52% less capital invested
Capital invested by funds: $1.22B → $583M (-$640M)
60% less funds holding in top 10
Funds holding in top 10: 5 → 2 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$28.5M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
+$21.5M |
| 3 |
Goldman Sachs
New York
|
+$20.3M |
| 4 |
Brown Advisory
Baltimore,
Maryland
|
+$17.5M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$14.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCM
Channing Capital Management
Chicago,
Illinois
|
-$18.2M |
| 2 |
ECA
Endeavour Capital Advisors
Greenwich,
Connecticut
|
-$15.7M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$14M |
| 4 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$12.5M |
| 5 |
American Century Companies
Kansas City,
Missouri
|
-$10.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AB
176
Amalgamated Bank
New York
| – | -$262K | -9,010 | Closed |
|
|
MC
177
Miles Capital
West Des Moines,
Iowa
| – | -$249K | -8,558 | Closed |
|
178
ProShare Advisors
Bethesda,
Maryland
| – | -$237K | -8,119 | Closed |
|
|
RJA
179
Raymond James & Associates
St Petersburg,
Florida
| – | -$234K | -8,016 | Closed |
|
|
MFG
180
Magnus Financial Group
New York
| – | -$219K | -7,521 | Closed |
|
|
OAM
181
Oppenheimer Asset Management
New York
| – | -$93K | -3,179 | Closed |
|
|
VFA
182
Valeo Financial Advisors
Carmel,
Indiana
| – | -$29K | -999 | Closed |
|
|
AC
183
Asio Capital
Lexington,
Kentucky
| – | -$11 | -400 | Closed |
|
184
US Bancorp
Minneapolis,
Minnesota
| – | -$8K | -261 | Closed |
|
|
SPIA
185
Steward Partners Investment Advisory
New York
| – | -$5K | -195 | Closed |
|
|
PFBT
186
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| – | -$2K | -83 | -80% |
|
|
HGWM
187
Harvest Group Wealth Management
Waltham,
Massachusetts
| – | -$1K | -60 | Closed |
|
|
TWA
188
TCI Wealth Advisors
Tucson,
Arizona
| – | -$843 | -35 | -51% |
|
VBTX Hedge Fund Activity: Q1 2020 in Review
155 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Veritex Holdings (VBTX) for Q1 2020, worth a combined $583M — down 52% from $1.22B a quarter earlier.
Sellers outnumbered buyers: 33 funds closed out of VBTX and 25 opened new positions — a net loss of 8 holders — while 60 trimmed existing stakes and 46 added.
The largest buyer was Victory Capital Management, adding an estimated $28.5M. The largest seller was Channing Capital Management, cutting an estimated $18.2M.
- 155 institutional investors held Veritex Holdings (VBTX) as of Q1 2020, down from 165 in Q4 2019.
- Funds reported $583M of Veritex Holdings stock for Q1 2020, down 52% quarter-over-quarter.
- 25 funds opened new Veritex Holdings positions in Q1 2020 and 33 closed out, a net change of -8 holders.
- The largest Veritex Holdings buyer in Q1 2020 was Victory Capital Management, an estimated $28.5M added.
- The largest Veritex Holdings seller in Q1 2020 was Channing Capital Management, an estimated $18.2M sold.
Based on aggregated 13F filings for Q1 2020.