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Vista Energy

111 hedge funds and large institutions have $1.44B invested in Vista Energy in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 36 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more call options, than puts

Call options by funds: $25.4M | Put options by funds: $14.2M

40% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 15

4% more funds holding

Funds holding: 107111 (+4)

3.21% more ownership

Funds ownership: 49.42%52.63% (+3.2%)

3% more capital invested

Capital invested by funds: $1.39B → $1.44B (+$47.3M)

20% less funds holding in top 10

Funds holding in top 10: 54 (-1)

29% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 51

Holders
111
Holders Change
+4
Holders Change %
+3.74%
% of All Funds
1.62%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.06%
New
21
Increased
36
Reduced
51
Closed
15
Calls
$25.4M
Puts
$14.2M
Net Calls
+$11.1M
Net Calls Change
-$9.09M
Name Holding Trade Value Shares
Change
Change in
Stake
AMCI
1
Al Mehwar Commercial Investments
United Arab Emirates
$378M +$378M +12,822,581 New
HI
2
Helikon Investments
United Kingdom
$175M +$16.5M +559,185 +10%
Morgan Stanley
3
Morgan Stanley
New York
$136M +$74M +2,510,740 +120%
Citigroup
4
Citigroup
New York
$92.4M -$223K -7,561 -0.2%
DCM
5
Discovery Capital Management
Connecticut
$85M -$12M -406,722 -12%
OCM
6
Oaktree Capital Management
California
$70.7M -$14.4M -487,960 -17%
TIAM
7
TT International Asset Management
United Kingdom
$68.1M +$8.48M +287,548 +14%
PC
8
PointState Capital
New York
$55.1M -$8.27M -280,578 -13%
Capital Research Global Investors
9
Capital Research Global Investors
California
$36.3M +$23.7M +802,252 +187%
BlackRock
10
BlackRock
New York
$29.7M -$2.54M -86,026 -8%
DCM
11
Driehaus Capital Management
Illinois
$23.6M +$14.8M +502,110 +168%
Renaissance Technologies
12
Renaissance Technologies
New York
$20.9M -$490K -16,600 -2%
Arrowstreet Capital
13
Arrowstreet Capital
Massachusetts
$16.3M -$3.23M -109,620 -17%
JP Morgan Chase
14
JP Morgan Chase
New York
$16.2M +$9.51M +322,314 +142%
Canada Pension Plan Investment Board
15
Canada Pension Plan Investment Board
Ontario, Canada
$15.4M -$6.16M -208,900 -29%
Qube Research & Technologies (QRT)
16
Qube Research & Technologies (QRT)
United Kingdom
$14.7M +$2.31M +78,299 +19%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
17
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$14.4M +$6.36M +215,800 +79%
CCM
18
Causeway Capital Management
California
$13.6M -$125K -4,245 -0.9%
Artisan Partners
19
Artisan Partners
Wisconsin
$11.3M +$2.86M +96,854 +34%
Pictet Asset Management
20
Pictet Asset Management
Switzerland
$11.2M -$1.79M -60,641 -14%
Robeco Institutional Asset Management
21
Robeco Institutional Asset Management
Netherlands
$11M -$926K -31,385 -8%
Millennium Management
22
Millennium Management
New York
$10.2M +$4.16M +141,166 +69%
N
23
Natixis
France
$10.2M +$10.3M +350,139 New
CIBC World Market
24
CIBC World Market
Ontario, Canada
$8.42M -$929K -31,492 -10%
American Century Companies
25
American Century Companies
Missouri
$8.38M -$1.96M -66,624 -19%

VIST Hedge Fund Activity: Q4 2023 in Review

111 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vista Energy (VIST) for Q4 2023, worth a combined $1.44B — up 3.4% from $1.39B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new VIST positions and 15 closed out — a net gain of 6 holders — while 36 added to existing stakes and 51 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $74M. The largest seller was Goldman Sachs, cutting an estimated $18M.

  • 111 institutional investors held Vista Energy (VIST) as of Q4 2023, up from 107 in Q3 2023.
  • Funds reported $1.44B of Vista Energy stock for Q4 2023, up 3.4% quarter-over-quarter.
  • 21 funds opened new Vista Energy positions in Q4 2023 and 15 closed out, a net change of +6 holders.
  • The largest Vista Energy buyer in Q4 2023 was Morgan Stanley, an estimated $74M added.
  • The largest Vista Energy seller in Q4 2023 was Goldman Sachs, an estimated $18M sold.

Based on aggregated 13F filings for Q4 2023.