Via Renewables, Inc. Class A Common Stock
VIA was delisted on the 13th of June, 2024.
95 hedge funds and large institutions have $144M invested in Via Renewables, Inc. Class A Common Stock in 2017 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 26 reducing their positions, and 15 closing their positions.
58% more repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 26
3% less funds holding
Funds holding: 98 → 95 (-3)
20% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 15
22% less capital invested
Capital invested by funds: $184M → $144M (-$39.9M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SMH
Sanders Morris Harris
Houston,
Texas
|
+$5.98M |
| 2 |
Morgan Stanley
New York
|
+$1.74M |
| 3 |
HA
Heartland Advisors
Milwaukee,
Wisconsin
|
+$1.71M |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$902K |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
+$804K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DZ Bank
Frankfurt Am Main,
Germany
|
-$5.82M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.92M |
| 3 |
BA
Boston Advisors
Boston,
Massachusetts
|
-$2.82M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$2.6M |
| 5 |
LSV Asset Management
Chicago,
Illinois
|
-$1.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Bessemer Group
Woodbridge,
New Jersey
| – | -$392K | -5,220 | Closed |
|
|
LA
102
Lucus Advisors
New York
| – | -$345K | -4,607 | Closed |
|
103
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
| – | -$339K | -4,516 | Closed |
|
104
Principal Financial Group
Des Moines,
Iowa
| – | -$256K | -3,411 | Closed |
|
|
HW
105
Hancock Whitney
Gulfport,
Mississippi
| – | -$197K | -2,626 | Closed |
|
|
MAM
106
Meeder Asset Management
Dublin,
Ohio
| – | -$3K | -43 | Closed |
|
107
SEI Investments
Oaks,
Pennsylvania
| – | -$1K | -8 | Closed |
|
108
AssetMark Inc
Concord,
California
| – | +$263 | +4 | New |
|
|
GWS
109
Glassman Wealth Services
Vienna,
Virginia
| – | +$263 | +4 | New |
|
VIA Hedge Fund Activity: Q4 2017 in Review
95 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Via Renewables, Inc. Class A Common Stock (VIA) for Q4 2017, worth a combined $144M — down 22% from $184M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of VIA and 12 opened new positions — a net loss of 3 holders — while 26 trimmed existing stakes and 41 added.
The largest buyer was Sanders Morris Harris, opening a new position worth an estimated $5.98M. The largest seller was DZ Bank, cutting an estimated $5.82M.
- 95 institutional investors held Via Renewables, Inc. Class A Common Stock (VIA) as of Q4 2017, down from 98 in Q3 2017.
- Funds reported $144M of Via Renewables, Inc. Class A Common Stock stock for Q4 2017, down 22% quarter-over-quarter.
- 12 funds opened new Via Renewables, Inc. Class A Common Stock positions in Q4 2017 and 15 closed out, a net change of -3 holders.
- The largest Via Renewables, Inc. Class A Common Stock buyer in Q4 2017 was Sanders Morris Harris, an estimated $5.98M added.
- The largest Via Renewables, Inc. Class A Common Stock seller in Q4 2017 was DZ Bank, an estimated $5.82M sold.
Based on aggregated 13F filings for Q4 2017.