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Vital Farms

176 hedge funds and large institutions have $682M invested in Vital Farms in 2024 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 54 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

269% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 13

84% more call options, than puts

Call options by funds: $3.61M | Put options by funds: $1.96M

56% more capital invested

Capital invested by funds: $436M → $682M (+$246M)

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

25% more funds holding

Funds holding: 141176 (+35)

3.41% more ownership

Funds ownership: 66.74%70.15% (+3.4%)

8% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 50

Holders
176
Holders Change
+35
Holders Change %
+24.82%
% of All Funds
2.54%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
54
Reduced
50
Closed
13
Calls
$3.61M
Puts
$1.96M
Net Calls
+$1.65M
Net Calls Change
+$803K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$103M -$1.16M -66,508 -1%
William Blair Investment Management
2
William Blair Investment Management
Illinois
$61.6M +$3.91M +224,335 +9%
Vanguard Group
3
Vanguard Group
Pennsylvania
$41.9M +$2.66M +152,743 +9%
ACI
4
Amazon.com Inc
Washington
$37.3M
Bank of America
5
Bank of America
North Carolina
$26.3M -$1.29M -74,025 -6%
Lord, Abbett & Co
6
Lord, Abbett & Co
New Jersey
$20.1M +$8.08M +463,471 +116%
Dimensional Fund Advisors
7
Dimensional Fund Advisors
Texas
$19.6M -$281K -16,129 -2%
Pictet Asset Management
8
Pictet Asset Management
Switzerland
$18.2M -$11.3M -648,350 -45%
Marshall Wace
9
Marshall Wace
United Kingdom
$16.8M +$2.7M +154,893 +27%
Morgan Stanley
10
Morgan Stanley
New York
$16.6M -$21.3M -1,222,738 -63%
DCM
11
Driehaus Capital Management
Illinois
$16M +$12M +689,582 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$15.4M +$375K +21,514 +3%
State Street
13
State Street
Massachusetts
$15.1M +$228K +13,081 +2%
Principal Financial Group
14
Principal Financial Group
Iowa
$11.1M +$1.36M +77,710 +19%
Renaissance Technologies
15
Renaissance Technologies
New York
$10.5M +$668K +38,300 +9%
IG
16
Inherent Group
New York
$10M -$190K -10,873 -2%
JP Morgan Chase
17
JP Morgan Chase
New York
$9.54M +$3.03M +173,502 +73%
Acadian Asset Management
18
Acadian Asset Management
Massachusetts
$9.1M -$241K -13,791 -3%
Citadel Advisors
19
Citadel Advisors
Florida
$8.94M +$4.62M +265,022 +222%
RHJA
20
Rice Hall James & Associates
California
$8.68M +$2.94M +168,296 +82%
NIM
21
Needham Investment Management
New York
$8.14M +$6.1M +350,000 New
Bank of New York Mellon
22
Bank of New York Mellon
New York
$8.06M -$412K -23,602 -6%
Franklin Resources
23
Franklin Resources
California
$7.48M
RIM
24
Ranger Investment Management
Texas
$6.36M +$1.42M +81,445 +42%
Northern Trust
25
Northern Trust
Illinois
$6.27M -$111K -6,343 -2%

VITL Hedge Fund Activity: Q1 2024 in Review

176 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vital Farms (VITL) for Q1 2024, worth a combined $682M — up 56% from $436M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new VITL positions and 13 closed out — a net gain of 35 holders — while 54 added to existing stakes and 50 trimmed.

The largest buyer was Driehaus Capital Management, opening a new position worth an estimated $12M. The largest seller was Morgan Stanley, cutting an estimated $21.3M.

  • 176 institutional investors held Vital Farms (VITL) as of Q1 2024, up from 141 in Q4 2023.
  • Funds reported $682M of Vital Farms stock for Q1 2024, up 56% quarter-over-quarter.
  • 48 funds opened new Vital Farms positions in Q1 2024 and 13 closed out, a net change of +35 holders.
  • The largest Vital Farms buyer in Q1 2024 was Driehaus Capital Management, an estimated $12M added.
  • The largest Vital Farms seller in Q1 2024 was Morgan Stanley, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2024.