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Victory Capital Holdings

228 hedge funds and large institutions have $2.06B invested in Victory Capital Holdings in 2024 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 88 increasing their positions, 61 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 30

44% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 61

28% more capital invested

Capital invested by funds: $1.61B → $2.06B (+$447M)

19% more call options, than puts

Call options by funds: $131K | Put options by funds: $110K

7% more funds holding

Funds holding: 214228 (+14)

4.51% more ownership

Funds ownership: 71.06%75.57% (+4.5%)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

Holders
228
Holders Change
+14
Holders Change %
+6.54%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
44
Increased
88
Reduced
61
Closed
30
Calls
$131K
Puts
$110K
Net Calls
+$21K
Net Calls Change
-$241K
Name Holding Trade Value Shares
Change
Change in
Stake
Amundi
201
Amundi
France
$34.6K
PMFA
202
Plante Moran Financial Advisors
Michigan
$26.8K
AWM
203
Avior Wealth Management
Nebraska
$25.8K +$22.5K +609 New
OWA
204
Opal Wealth Advisors
New York
$22K +$19.1K +518 New
PS
205
Principal Securities
Iowa
$19.6K +$9.14K +248 +115%
CIM
206
Contravisory Investment Management
Massachusetts
$15.9K
QL
207
Quarry LP
New York
$15K -$4.05K -110 -24%
QCG
208
Quadrant Capital Group
Ohio
$14.4K
SIS
209
Sound Income Strategies
Florida
$12.6K +$10.9K +296 New
RFS
210
Richardson Financial Services
Massachusetts
$11.5K +$5.05K +137 +102%
HIM
211
Hillsdale Investment Management
Ontario, Canada
$7.21K +$6.27K +170 New
PA
212
Parallel Advisors
California
$7K
FHA
213
First Horizon Advisors
Tennessee
$6.69K
W
214
WealthCollab
Washington
$5.9K
Carson Wealth (CWM LLC)
215
Carson Wealth (CWM LLC)
Nebraska
$5K -$406 -11 -9%
CT
216
Colonial Trust
South Carolina
$4.37K
FFA
217
Farther Finance Advisors
California
$3.66K
Ohio Public Employees Retirement System (OPERS)
218
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.65K +$3.17K +86 New
GI
219
GAMMA Investing
California
$1.31K
JWA
220
JFS Wealth Advisors
Pennsylvania
$1.15K
GRP
221
Global Retirement Partners
California
$1.1K +$479 +13 +100%
CFGS
222
Concourse Financial Group Securities
Alabama
$1.02K
Nisa Investment Advisors
223
Nisa Investment Advisors
Missouri
$806
SIC
224
SJS Investment Consulting
Ohio
$595
LC
225
Lindbrook Capital
California
$467

VCTR Hedge Fund Activity: Q1 2024 in Review

228 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q1 2024, worth a combined $2.06B — up 28% from $1.61B a quarter earlier.

Buyers outnumbered sellers: 44 funds opened new VCTR positions and 30 closed out — a net gain of 14 holders — while 88 added to existing stakes and 61 trimmed.

The largest buyer was Capital World Investors, adding an estimated $37.8M. The largest seller was Millennium Management, cutting an estimated $26M.

  • 228 institutional investors held Victory Capital Holdings (VCTR) as of Q1 2024, up from 214 in Q4 2023.
  • Funds reported $2.06B of Victory Capital Holdings stock for Q1 2024, up 28% quarter-over-quarter.
  • 44 funds opened new Victory Capital Holdings positions in Q1 2024 and 30 closed out, a net change of +14 holders.
  • The largest Victory Capital Holdings buyer in Q1 2024 was Capital World Investors, an estimated $37.8M added.
  • The largest Victory Capital Holdings seller in Q1 2024 was Millennium Management, an estimated $26M sold.

Based on aggregated 13F filings for Q1 2024.