We are live on ! Find out more
VCTR icon

Victory Capital Holdings

125 hedge funds and large institutions have $1.12B invested in Victory Capital Holdings in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 50 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 37

0.88% more ownership

Funds ownership: 69.13%70.02% (+0.88%)

2% less capital invested

Capital invested by funds: $1.14B → $1.12B (-$26.4M)

4% less funds holding

Funds holding: 130125 (-5)

20% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 20

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
125
Holders Change
-5
Holders Change %
-3.85%
% of All Funds
2.15%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
50
Reduced
37
Closed
20
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
-$413K
Name Holding Trade Value Shares
Change
Change in
Stake
EF
76
Empowered Funds
Pennsylvania
$397K +$452K +17,035 New
Walleye Capital
77
Walleye Capital
New York
$389K +$443K +16,692 New
SWRP
78
Summit Wealth & Retirement Planning
California
$387K
RJA
79
Raymond James & Associates
Florida
$387K +$440K +16,586 New
CS
80
Credit Suisse
Switzerland
$353K +$2.28K +86 +0.6%
UBS AM
81
UBS AM
Illinois
$352K -$142K -5,367 -26%
Principal Financial Group
82
Principal Financial Group
Iowa
$290K -$472K -17,772 -59%
UBS Group
83
UBS Group
Switzerland
$285K -$227K -8,552 -41%
SEI Investments
84
SEI Investments
Pennsylvania
$265K
PCM
85
Perritt Capital Management
Illinois
$253K -$3.98K -150 -1%
LWAM
86
Legacy Wealth Asset Management
Minnesota
$247K -$23.4K -880 -8%
Invesco
87
Invesco
Georgia
$230K +$31.6K +1,191 +14%
SCA
88
SMH Capital Advisors
Texas
$225K -$7.75K -292 -3%
AAM
89
Advisors Asset Management
Colorado
$223K +$160K +6,023 +171%
MIM
90
MetLife Investment Management
New Jersey
$216K
US Bancorp
91
US Bancorp
Minnesota
$210K
Truist Financial
92
Truist Financial
North Carolina
$210K +$239K +8,997 New
CAG
93
Csenge Advisory Group
Florida
$209K +$238K +8,985 New
AIG
94
American International Group
New York
$183K +$2.92K +110 +1%
BNP Paribas Financial Markets
95
BNP Paribas Financial Markets
France
$176K +$75.6K +2,847 +60%
SG Americas Securities
96
SG Americas Securities
New York
$160K +$24K +903 +15%
Deutsche Bank
97
Deutsche Bank
Germany
$159K -$29.2K -1,102 -14%
Legal & General Group
98
Legal & General Group
United Kingdom
$153K +$4.96K +187 +3%
SOW
99
State of Wyoming
Wyoming
$124K +$103K +3,869 +266%
Zurich Cantonal Bank
100
Zurich Cantonal Bank
Switzerland
$82K

VCTR Hedge Fund Activity: Q3 2022 in Review

125 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q3 2022, worth a combined $1.12B — down 2.3% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of VCTR and 16 opened new positions — a net loss of 4 holders — while 37 trimmed existing stakes and 50 added.

The largest buyer was STRS Ohio, adding an estimated $26.8M. The largest seller was Bank of America, cutting an estimated $19.8M.

  • 125 institutional investors held Victory Capital Holdings (VCTR) as of Q3 2022, down from 130 in Q2 2022.
  • Funds reported $1.12B of Victory Capital Holdings stock for Q3 2022, down 2.3% quarter-over-quarter.
  • 16 funds opened new Victory Capital Holdings positions in Q3 2022 and 20 closed out, a net change of -4 holders.
  • The largest Victory Capital Holdings buyer in Q3 2022 was STRS Ohio, an estimated $26.8M added.
  • The largest Victory Capital Holdings seller in Q3 2022 was Bank of America, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2022.