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Victory Capital Holdings

234 hedge funds and large institutions have $2.35B invested in Victory Capital Holdings in 2024 Q2 according to their latest regulatory filings, with 50 funds opening new positions, 80 increasing their positions, 71 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

264% more call options, than puts

Call options by funds: $539K | Put options by funds: $148K

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

14% more capital invested

Capital invested by funds: $2.06B → $2.35B (+$284M)

13% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 71

3% more funds holding

Funds holding: 228234 (+6)

0.38% more ownership

Funds ownership: 75.57%75.96% (+0.38%)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

Holders
234
Holders Change
+6
Holders Change %
+2.63%
% of All Funds
3.38%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
50
Increased
80
Reduced
71
Closed
41
Calls
$539K
Puts
$148K
Net Calls
+$391K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
CPI
1
Crestview Partners II
New York
$554M +$54K +1,104 +0%
Vanguard Group
2
Vanguard Group
Pennsylvania
$179M +$81.7K +1,669 +0%
BlackRock
3
BlackRock
New York
$159M +$20.2M +413,387 +14%
Capital World Investors
4
Capital World Investors
California
$153M +$48.6M +992,922 +45%
VBA
5
Van Berkom & Associates
Quebec, Canada
$90.6M -$3.31M -67,550 -3%
Bank of America
6
Bank of America
North Carolina
$70.6M +$15.9M +324,556 +28%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$67M -$9.51M -194,204 -12%
LSV Asset Management
8
LSV Asset Management
Illinois
$61.8M +$1.66M +34,000 +3%
Fuller & Thaler Asset Management
9
Fuller & Thaler Asset Management
California
$58.3M +$59.8M +1,220,695 New
BG
10
Bahl & Gaynor
Ohio
$57.5M +$4.63M +94,653 +9%
GIM
11
Granahan Investment Management
Massachusetts
$56.4M -$3.62M -73,933 -6%
State Street
12
State Street
Massachusetts
$52.2M +$7.98M +163,082 +18%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$44.7M +$9.09M +185,726 +25%
Franklin Resources
14
Franklin Resources
California
$44.3M +$15.1M +309,330 +50%
TCM
15
TimesSquare Capital Management
New York
$39.3M -$77.4K -1,581 -0.2%
Swedbank
16
Swedbank
Sweden
$35.8M +$2.45M +50,000 +7%
Impax Asset Management Group
17
Impax Asset Management Group
United Kingdom
$32.2M -$3.67M -75,000 -10%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$28.2M +$2.86M +58,336 +11%
N
19
Nuveen
North Carolina
$22.6M -$3.52M -71,861 -13%
Acadian Asset Management
20
Acadian Asset Management
Massachusetts
$22.4M +$2.65M +54,090 +13%
Morgan Stanley
21
Morgan Stanley
New York
$21.3M +$9.86M +201,357 +82%
BCM
22
Basswood Capital Management
New York
$21.1M -$3.58M -73,180 -14%
Goldman Sachs
23
Goldman Sachs
New York
$20.6M -$3.3M -67,452 -14%
Allianz Asset Management
24
Allianz Asset Management
Germany
$20.6M -$27.2M -554,674 -56%
JP Morgan Chase
25
JP Morgan Chase
New York
$17.2M -$25.8M -527,997 -59%

VCTR Hedge Fund Activity: Q2 2024 in Review

234 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Victory Capital Holdings (VCTR) for Q2 2024, worth a combined $2.35B — up 14% from $2.06B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new VCTR positions and 41 closed out — a net gain of 9 holders — while 80 added to existing stakes and 71 trimmed.

The largest buyer was Fuller & Thaler Asset Management, opening a new position worth an estimated $59.8M. The largest seller was Reverence Capital Partners, exiting entirely with an estimated $39.7M sold.

  • 234 institutional investors held Victory Capital Holdings (VCTR) as of Q2 2024, up from 228 in Q1 2024.
  • Funds reported $2.35B of Victory Capital Holdings stock for Q2 2024, up 14% quarter-over-quarter.
  • 50 funds opened new Victory Capital Holdings positions in Q2 2024 and 41 closed out, a net change of +9 holders.
  • The largest Victory Capital Holdings buyer in Q2 2024 was Fuller & Thaler Asset Management, an estimated $59.8M added.
  • The largest Victory Capital Holdings seller in Q2 2024 was Reverence Capital Partners, an estimated $39.7M sold.

Based on aggregated 13F filings for Q2 2024.