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Victory Capital Holdings
VCTR

78 hedge funds and large institutions have $195M invested in Victory Capital Holdings in 2020 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

3.78% more ownership

Funds ownership: 68.02% → 71.8% (+3.8%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 78 → 78 (0)

16% less capital invested

Capital invested by funds: $233M → $195M (-$37.2M)

42% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 36

Holders
78
Holders Change
–
Holders Change %
0%
% of All Funds
1.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
14
Increased
21
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$11.9M
2
SCP
Steamboat Capital Partners
New York
+$11.2M
3
IM
Islet Management
New York
+$10.6M
4
AWW
Alan W. Weber
+$1.67M
5
AC
Avestar Capital
New York
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
BCM
BlueMar Capital Management
Florida
-$6.67M
2
CRC
Curi RMB Capital
Illinois
-$5.66M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.29M
4
MCM
Maltese Capital Management
New York
-$1.87M
5
Millennium Management
Millennium Management
New York
-$1.34M
Name Holding Trade Value Shares
Change 		Change in
Stake
Squarepoint
51
Squarepoint
New York
$319K -$429K -21,859 -53%
WG
52
Winton Group
United Kingdom
$317K +$380K +19,388 New
OSAM
53
O'Shaughnessy Asset Management
Connecticut
$294K -$363K -18,501 -51%
VOYA Investment Management
54
VOYA Investment Management
Georgia
$283K – – –
AA
55
ALPS Advisors
Colorado
$269K +$323K +16,458 New
UBS Group
56
UBS Group
Switzerland
$226K -$108K -5,502 -28%
SAM
57
Sawgrass Asset Management
Florida
$217K +$260K +13,250 New
California Public Employees Retirement System
58
California Public Employees Retirement System
California
$199K -$58.2K -2,965 -20%
PCM
59
Perritt Capital Management
Illinois
$195K – – –
Victory Capital Management
60
Victory Capital Management
Texas
$192K +$71.4K +3,638 +45%
CSS
61
Cubist Systematic Strategies
Connecticut
$169K -$106K -5,394 -34%
Principal Financial Group
62
Principal Financial Group
Iowa
$166K +$824 +42 +0.4%
SFS
63
Sowell Financial Services
Arkansas
$104K +$125K +6,366 New
Marshall Wace
64
Marshall Wace
United Kingdom
$101K -$1.14M -57,938 -90%
BGIM
65
Brandywine Global Investment Management
Pennsylvania
$81K +$97.1K +4,948 New
Morgan Stanley
66
Morgan Stanley
New York
$80K -$310K -15,793 -76%
Rockefeller Capital Management
67
Rockefeller Capital Management
New York
$68K +$29.1K +1,486 +56%
Barclays
68
Barclays
United Kingdom
$54K -$1.37K -70 -2%
Acadian Asset Management
69
Acadian Asset Management
Massachusetts
$30K -$336K -17,132 -90%
APA
70
American Portfolios Advisors
New York
$24.5K – – –
Osaic Holdings
71
Osaic Holdings
Arizona
$20K +$23.5K +1,200 New
Canada Life
72
Canada Life
Manitoba, Canada
$16K +$18.7K +954 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$3K – – –
TWA
74
TCI Wealth Advisors
Arizona
$2K – – –
BNP Paribas Financial Markets
75
BNP Paribas Financial Markets
France
$524 -$530 -27 -46%
1 2
3
4

VCTR Hedge Fund Activity: Q1 2020 in Review

78 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q1 2020, worth a combined $195M — down 16% from $233M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new VCTR positions and 13 closed out — a net gain of 1 holder — while 21 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $11.9M. The largest seller was BlueMar Capital Management, exiting entirely with an estimated $6.67M sold.

  • 78 institutional investors held Victory Capital Holdings (VCTR) as of Q1 2020, unchanged from Q4 2019.
  • Funds reported $195M of Victory Capital Holdings stock for Q1 2020, down 16% quarter-over-quarter.
  • 14 funds opened new Victory Capital Holdings positions in Q1 2020 and 13 closed out, a net change of +1 holder.
  • The largest Victory Capital Holdings buyer in Q1 2020 was Bank of America, an estimated $11.9M added.
  • The largest Victory Capital Holdings seller in Q1 2020 was BlueMar Capital Management, an estimated $6.67M sold.

Based on aggregated 13F filings for Q1 2020.