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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
KI
1
Kensington Investments
Netherlands
$390M +$8.44M +322,581 +3%
HI
2
Helikon Investments
United Kingdom
$163M +$30.5M +1,166,933 +28%
DCM
3
Discovery Capital Management
Connecticut
$99.9M -$4.97M -190,035 -5%
Citigroup
4
Citigroup
New York
$95.4M +$31.6M +1,209,254 +63%
OCM
5
Oaktree Capital Management
California
$87.7M
PC
6
PointState Capital
New York
$65.2M +$30.6M +1,171,354 +120%
Morgan Stanley
7
Morgan Stanley
New York
$63.8M -$7.43M -284,109 -12%
TIAM
8
TT International Asset Management
United Kingdom
$61.4M +$22.1M +843,563 +72%
BlackRock
9
BlackRock
New York
$33.2M -$510K -19,516 -2%
Canada Pension Plan Investment Board
10
Canada Pension Plan Investment Board
Ontario, Canada
$22.2M -$5.01M -191,600 -21%
Renaissance Technologies
11
Renaissance Technologies
New York
$22.1M -$567K -21,700 -3%
Arrowstreet Capital
12
Arrowstreet Capital
Massachusetts
$20.2M +$9.72M +371,596 +127%
Goldman Sachs
13
Goldman Sachs
New York
$19M -$589K -22,520 -3%
CCM
14
Causeway Capital Management
California
$14.1M +$904K +34,563 +8%
Pictet Asset Management
15
Pictet Asset Management
Switzerland
$13.4M +$11.5M +441,501 New
Capital Research Global Investors
16
Capital Research Global Investors
California
$13M +$11.2M +429,155 New
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$12.7M -$1.49M -57,073 -12%
Robeco Institutional Asset Management
18
Robeco Institutional Asset Management
Netherlands
$12.2M -$2.63M -100,479 -20%
American Century Companies
19
American Century Companies
Missouri
$10.7M +$113K +4,334 +1%
CIBC World Market
20
CIBC World Market
Ontario, Canada
$9.63M +$5.2M +198,860 +169%
Acadian Asset Management
21
Acadian Asset Management
Massachusetts
$9.38M -$14M -534,787 -63%
DCM
22
Driehaus Capital Management
Illinois
$9.08M +$6.92M +264,593 +774%
Artisan Partners
23
Artisan Partners
Wisconsin
$8.7M -$472K -18,049 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
24
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$8.27M -$6.92M -264,500 -49%
TA
25
Tectonic Advisors
Texas
$8.17M

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.