Victory Capital Holdings
VCTR
81 hedge funds and large institutions have $157M invested in Victory Capital Holdings in 2019 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 28 increasing their positions, 26 reducing their positions, and 7 closing their positions.
143% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 7
14% more funds holding
Funds holding: 71 → 81 (+10)
8% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 26
2.51% less ownership
Funds ownership: 67.82% → 65.31% (-2.5%)
9% less capital invested
Capital invested by funds: $172M → $157M (-$15M)
Top Buyers
| 1 |
SPPAM
Summit Partners Public Asset Management
Boston,
Massachusetts
|
+$3.63M |
| 2 |
BlackRock
New York
|
+$3.25M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$3.05M |
| 4 |
MCM
Maltese Capital Management
New York
|
+$2.72M |
| 5 |
Millennium Management
New York
|
+$1.72M |
Top Sellers
| 1 |
ACL
Azora Capital LP
Miami,
Florida
|
-$15.7M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$3.09M |
| 3 |
IP
Interval Partners
New York
|
-$1.87M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.08M |
| 5 |
Impax Asset Management Group
London,
United Kingdom
|
-$1.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Lazard Asset Management
New York
| $12K | +$13.5K | +787 | New |
|
|
CCA
77
Catalyst Capital Advisors
Huntington,
New York
| $9K | +$9.76K | +570 | New |
|
78
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
79
Canada Life
Winnipeg,
Manitoba, Canada
| $2K | -$1.75K | -102 | -47% |
|
|
TWA
80
TCI Wealth Advisors
Tucson,
Arizona
| $2K | – | – | – |
|
81
BNP Paribas Financial Markets
Paris,
France
| $815 | – | – | – |
|
82
Man Group
London,
United Kingdom
| – | -$469K | -27,315 | Closed |
|
|
PCM
83
Prelude Capital Management
New York
| – | -$344K | -20,000 | Closed |
|
|
B
84
Bailard
Foster City,
California
| – | -$178K | -10,336 | Closed |
|
85
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| – | -$99K | -5,790 | Closed |
|
86
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | -$30K | -1,758 | Closed |
|
|
PAM
87
Panagora Asset Management
Boston,
Massachusetts
| – | -$13K | -751 | Closed |
|
|
SIM
88
Sonora Investment Management
Tucson,
Arizona
| – | -$5K | -277 | Closed |
|
VCTR Hedge Fund Activity: Q3 2019 in Review
81 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q3 2019, worth a combined $157M — down 8.7% from $172M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new VCTR positions and 7 closed out — a net gain of 10 holders — while 28 added to existing stakes and 26 trimmed.
The largest buyer was Summit Partners Public Asset Management, opening a new position worth an estimated $3.63M. The largest seller was Azora Capital LP, cutting an estimated $15.7M.
- 81 institutional investors held Victory Capital Holdings (VCTR) as of Q3 2019, up from 71 in Q2 2019.
- Funds reported $157M of Victory Capital Holdings stock for Q3 2019, down 8.7% quarter-over-quarter.
- 17 funds opened new Victory Capital Holdings positions in Q3 2019 and 7 closed out, a net change of +10 holders.
- The largest Victory Capital Holdings buyer in Q3 2019 was Summit Partners Public Asset Management, an estimated $3.63M added.
- The largest Victory Capital Holdings seller in Q3 2019 was Azora Capital LP, an estimated $15.7M sold.
Based on aggregated 13F filings for Q3 2019.