Vital Farms
VITL
141 hedge funds and large institutions have $436M invested in Vital Farms in 2023 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 50 reducing their positions, and 21 closing their positions.
46% more capital invested
Capital invested by funds: $299M → $436M (+$137M)
39% more call options, than puts
Call options by funds: $2.99M | Put options by funds: $2.15M
33% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 21
5% more funds holding
Funds holding: 134 → 141 (+7)
4.23% more ownership
Funds ownership: 62.51% → 66.74% (+4.2%)
2% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 50
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$15.7M |
| 2 |
BlackRock
New York
|
+$8.79M |
| 3 |
William Blair Investment Management
Chicago,
Illinois
|
+$4.59M |
| 4 |
SI
Sapience Investments
Newport Beach,
California
|
+$3.26M |
| 5 |
Acadian Asset Management
Boston,
Massachusetts
|
+$2.89M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
-$11.8M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
-$5.23M |
| 3 |
Millennium Management
New York
|
-$4.9M |
| 4 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
-$2.19M |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
-$1.6M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
YIH
151
Y-Intercept (HK)
Hong Kong
| – | -$172K | -14,824 | Closed |
|
|
DTL
152
Dynamic Technology Lab
Singapore
| – | -$152K | -13,054 | Closed |
|
153
Connor, Clark & Lunn Investment Management (CC&L)
Vancouver,
British Columbia, Canada
| – | -$119K | -10,301 | Closed |
|
|
HIM
154
Hillsdale Investment Management
Toronto,
Ontario, Canada
| – | -$77.1K | -6,660 | Closed |
|
|
QL
155
Quarry LP
New York
| – | -$32.1K | -2,771 | Closed |
|
|
PMEF
156
Point72 Middle East FZE
Dubai,
United Arab Emirates
| – | -$12.2K | -1,053 | Closed |
|
|
PTC
157
Private Trust Company
Cleveland,
Ohio
| – | -$9.09K | -785 | Closed |
|
|
RCM
158
Raleigh Capital Management
Cary,
North Carolina
| – | -$1.89K | -163 | Closed |
|
|
BAAM
159
Baker Avenue Asset Management
San Francisco,
California
| – | -$1.14K | -98 | Closed |
|
|
CG
160
Cutler Group
San Francisco,
California
| – | -$1.19K | -94 | Closed |
|
|
AF
161
Allworth Financial
Folsom,
California
| – | -$128 | -11 | Closed |
|
|
C
162
Covestor
London,
United Kingdom
| – | -$13 | -1 | -20% |
|
VITL Hedge Fund Activity: Q4 2023 in Review
141 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vital Farms (VITL) for Q4 2023, worth a combined $436M — up 46% from $299M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new VITL positions and 21 closed out — a net gain of 7 holders — while 49 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $15.7M. The largest seller was American Century Companies, exiting entirely with an estimated $11.8M sold.
- 141 institutional investors held Vital Farms (VITL) as of Q4 2023, up from 134 in Q3 2023.
- Funds reported $436M of Vital Farms stock for Q4 2023, up 46% quarter-over-quarter.
- 28 funds opened new Vital Farms positions in Q4 2023 and 21 closed out, a net change of +7 holders.
- The largest Vital Farms buyer in Q4 2023 was Morgan Stanley, an estimated $15.7M added.
- The largest Vital Farms seller in Q4 2023 was American Century Companies, an estimated $11.8M sold.
Based on aggregated 13F filings for Q4 2023.