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Vista Energy

107 hedge funds and large institutions have $1.39B invested in Vista Energy in 2023 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 26 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

123% more call options, than puts

Call options by funds: $36.7M | Put options by funds: $16.4M

37% more capital invested

Capital invested by funds: $1.02B → $1.39B (+$373M)

25% more funds holding in top 10

Funds holding in top 10: 45 (+1)

19% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 16

3.82% more ownership

Funds ownership: 45.6%49.42% (+3.8%)

2% more funds holding

Funds holding: 105107 (+2)

47% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 49

Holders
107
Holders Change
+2
Holders Change %
+1.9%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
19
Increased
26
Reduced
49
Closed
16
Calls
$36.7M
Puts
$16.4M
Net Calls
+$20.2M
Net Calls Change
+$15M
Name Holding Trade Value Shares
Change
Change in
Stake
CP
76
CenterBook Partners
Connecticut
$341K +$293K +11,208 New
RhumbLine Advisers
77
RhumbLine Advisers
Massachusetts
$340K +$418 +16 +0.1%
MFS
78
Mirabella Financial Services
United Kingdom
$336K -$1.77M -67,570 -86%
CCIA
79
Campbell & Co Investment Adviser
Maryland
$328K -$896K -34,244 -76%
SPC
80
Sigma Planning Corp
Michigan
$325K -$59.5K -2,275 -18%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$310K -$25.1K -958 -9%
QWM
82
QP Wealth Management
New Jersey
$304K -$34.3K -1,312 -12%
Envestnet Asset Management
83
Envestnet Asset Management
Illinois
$294K -$68.8K -2,632 -21%
GCP
84
GSA Capital Partners
United Kingdom
$273K +$235K +8,993 New
AWM
85
AE Wealth Management
Kansas
$263K -$181K -6,932 -44%
BCM
86
BluePath Capital Management
Georgia
$259K +$223K +8,523 New
GWP
87
Gateway Wealth Partners
Wisconsin
$241K +$208K +7,945 New
AWS
88
Atria Wealth Solutions
New York
$231K +$199K +7,600 New
Mariner
89
Mariner
Kansas
$228K -$29.3K -1,122 -13%
Commonwealth Equity Services
90
Commonwealth Equity Services
Massachusetts
$216K +$185K +7,092 New
UBS Group
91
UBS Group
Switzerland
$194K -$362K -13,846 -68%
GWSG
92
GPS Wealth Strategies Group
Colorado
$137K
NA
93
NewEdge Advisors
Louisiana
$101K -$58.7K -2,245 -40%
CM
94
Caption Management
Oklahoma
$79.1K +$68.1K +2,603 New
Royal Bank of Canada
95
Royal Bank of Canada
Ontario, Canada
$78K -$66K -2,523 -50%
ACM
96
Aquatic Capital Management
Illinois
$61K -$139K -5,300 -73%
Legal & General Group
97
Legal & General Group
United Kingdom
$40.6K
Bank of America
98
Bank of America
North Carolina
$30.4K -$95.4K -3,649 -79%
FFA
99
Farther Finance Advisors
California
$12.5K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$12.3K -$26 -1 -0.2%

VIST Hedge Fund Activity: Q3 2023 in Review

107 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Vista Energy (VIST) for Q3 2023, worth a combined $1.39B — up 37% from $1.02B a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new VIST positions and 16 closed out — a net gain of 3 holders — while 26 added to existing stakes and 49 trimmed.

The largest buyer was Citigroup, adding an estimated $31.6M. The largest seller was Millennium Management, cutting an estimated $14.6M.

  • 107 institutional investors held Vista Energy (VIST) as of Q3 2023, up from 105 in Q2 2023.
  • Funds reported $1.39B of Vista Energy stock for Q3 2023, up 37% quarter-over-quarter.
  • 19 funds opened new Vista Energy positions in Q3 2023 and 16 closed out, a net change of +3 holders.
  • The largest Vista Energy buyer in Q3 2023 was Citigroup, an estimated $31.6M added.
  • The largest Vista Energy seller in Q3 2023 was Millennium Management, an estimated $14.6M sold.

Based on aggregated 13F filings for Q3 2023.