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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
AB
101
Amalgamated Bank
New York
$53K +$318 +12 +0.5%
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$35K +$53 +2 +0.1%
Osaic Holdings
103
Osaic Holdings
Arizona
$34K -$27K -1,019 -41%
New York State Teachers Retirement System (NYSTRS)
104
New York State Teachers Retirement System (NYSTRS)
New York
$33K +$37.2K +1,400 New
APA
105
American Portfolios Advisors
New York
$32.6K
AIP
106
Ameritas Investment Partners
Nebraska
$28K
MLICM
107
Metropolitan Life Insurance Company (MetLife)
New York
$25.1K
Canada Life
108
Canada Life
Manitoba, Canada
$21K
TRCT
109
Tower Research Capital (TRC)
New York
$19K +$4.94K +186 +30%
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$18K -$186 -7 -0.9%
Barclays
111
Barclays
United Kingdom
$17K -$1.83K -69 -8%
Citigroup
112
Citigroup
New York
$16K -$26K -979 -59%
Fidelity Investments
113
Fidelity Investments
Massachusetts
$16K +$16.4K +618 +835%
PMFA
114
Plante Moran Financial Advisors
Michigan
$15K
S
115
SignatureFD
Georgia
$5K +$6.1K +230 New
FHA
116
First Horizon Advisors
Tennessee
$3K +$770 +29 +23%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$2K
BTI
118
Blue Trust Inc
Georgia
$2K +$2.58K +97 New
IA
119
IFP Advisors
Florida
$1K -$2.71K -102 -99%
SC
120
Schubert & Co
Texas
$1K +$292 +11 +92%
JWA
121
JFS Wealth Advisors
Pennsylvania
$1K +$504 +19 +633%
Balyasny Asset Management
122
Balyasny Asset Management
Illinois
-$3.53M -146,365 Closed
MC
123
Mount Capital
United Kingdom
-$1.87M -77,748 Closed
CG
124
Caprock Group
Idaho
-$1.74M -72,099 Closed
APP
125
Alpha Paradigm Partners
Illinois
-$827K -34,304 Closed

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.