We are live on ! Find out more
VCTR icon

Victory Capital Holdings
VCTR

46 hedge funds and large institutions have $102M invested in Victory Capital Holdings in 2018 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 9

15% more funds holding

Funds holding: 40 → 46 (+6)

2.3% less ownership

Funds ownership: 85.09% → 82.79% (-2.3%)

13% less capital invested

Capital invested by funds: $117M → $102M (-$14.6M)

27% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 15

Holders
46
Holders Change
+6
Holders Change %
+15%
% of All Funds
1.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
11
Reduced
15
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$5.13M
2
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
+$1.35M
3
Goldman Sachs
Goldman Sachs
New York
+$1.15M
4
CIC
Cornercap Investment Counsel
Georgia
+$1.04M
5
Morgan Stanley
Morgan Stanley
New York
+$684K

Top Sellers

1
ECP
Empyrean Capital Partners
California
-$3.41M
2
ECM
Engle Capital Management
Connecticut
-$2.1M
3
Citadel Advisors
Citadel Advisors
Florida
-$2.08M
4
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
-$1.84M
5
ESCM
Echo Street Capital Management
New York
-$1.79M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$317K +$307K +31,174 +1,559%
Northern Trust
27
Northern Trust
Illinois
$310K +$71.5K +7,270 +29%
HW
28
Hancock Whitney
Mississippi
$302K +$311K +31,650 New
B
29
Bailard
California
$278K +$286K +29,100 New
OAM
30
Oxford Asset Management
United Kingdom
$269K +$274K +27,825 New
LCM
31
Laurion Capital Management
New York
$239K +$246K +25,000 New
New York State Common Retirement Fund
32
New York State Common Retirement Fund
New York
$232K – – –
BlackRock
33
BlackRock
New York
$221K – – –
First Trust Advisors
34
First Trust Advisors
Illinois
$187K +$193K +19,601 New
TI
35
Trexquant Investment
Connecticut
$179K +$185K +18,812 New
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$128K +$131K +13,334 New
Squarepoint
37
Squarepoint
New York
$120K +$123K +12,540 New
ZIM
38
ZPR Investment Management
Florida
$117K +$120K +12,219 New
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$117K +$121K +12,324 New
Wells Fargo
40
Wells Fargo
California
$115K -$4.35K -442 -4%
Bank of America
41
Bank of America
North Carolina
$74K +$48.3K +4,908 +172%
TRCT
42
Tower Research Capital (TRC)
New York
$32K -$5.49K -558 -14%
GI
43
GS Investments
Minnesota
$28.6K – – –
PAM
44
Panagora Asset Management
Massachusetts
$21K +$21.2K +2,154 New
Barclays
45
Barclays
United Kingdom
$18K -$1.45K -147 -7%
Deutsche Bank
46
Deutsche Bank
Germany
$15K +$3.06K +311 +24%
ECP
47
Empyrean Capital Partners
California
– -$3.41M -322,515 Closed
ECM
48
Engle Capital Management
Connecticut
– -$2.1M -198,000 Closed
Kayne Anderson Rudnick Investment Management
49
Kayne Anderson Rudnick Investment Management
California
– -$1.84M -173,718 Closed
ESCM
50
Echo Street Capital Management
New York
– -$1.79M -168,778 Closed
1
2
3

VCTR Hedge Fund Activity: Q3 2018 in Review

46 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q3 2018, worth a combined $102M — down 13% from $117M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new VCTR positions and 9 closed out — a net gain of 7 holders — while 11 added to existing stakes and 15 trimmed.

The largest buyer was Wellington Management Group, adding an estimated $5.13M. The largest seller was Empyrean Capital Partners, exiting entirely with an estimated $3.41M sold.

  • 46 institutional investors held Victory Capital Holdings (VCTR) as of Q3 2018, up from 40 in Q2 2018.
  • Funds reported $102M of Victory Capital Holdings stock for Q3 2018, down 13% quarter-over-quarter.
  • 16 funds opened new Victory Capital Holdings positions in Q3 2018 and 9 closed out, a net change of +7 holders.
  • The largest Victory Capital Holdings buyer in Q3 2018 was Wellington Management Group, an estimated $5.13M added.
  • The largest Victory Capital Holdings seller in Q3 2018 was Empyrean Capital Partners, an estimated $3.41M sold.

Based on aggregated 13F filings for Q3 2018.