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Viper Energy

250 hedge funds and large institutions have $3.12B invested in Viper Energy in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 88 increasing their positions, 55 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 18

194% more call options, than puts

Call options by funds: $38.8M | Put options by funds: $13.2M

60% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 55

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

49% more capital invested

Capital invested by funds: $2.09B → $3.12B (+$1.03B)

19% more funds holding

Funds holding: 210250 (+40)

17.71% more ownership

Funds ownership: 76.44%94.15% (+18%)

Holders
250
Holders Change
+40
Holders Change %
+19.05%
% of All Funds
3.6%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
59
Increased
88
Reduced
55
Closed
18
Calls
$38.8M
Puts
$13.2M
Net Calls
+$25.6M
Net Calls Change
-$21.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$547M +$24.4M +720,568 +5%
Vanguard Group
2
Vanguard Group
Pennsylvania
$326M +$54.2M +1,603,333 +23%
Capital World Investors
3
Capital World Investors
California
$247M +$31.2M +923,276 +17%
ACH
4
ArrowMark Colorado Holdings
Colorado
$127M -$1.65M -48,762 -1%
EIP
5
Epoch Investment Partners
New York
$115M +$16.8M +496,131 +20%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$83.7M +$32.1M +950,000 +77%
SI
7
Scout Investments
Missouri
$73.7M +$21.4M +634,036 +49%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$71.8M -$1.33M -39,253 -2%
Massachusetts Financial Services
9
Massachusetts Financial Services
Massachusetts
$71.6M +$13.7M +404,850 +28%
SIMG
10
Stephens Investment Management Group
Texas
$69.7M +$1.97M +58,331 +3%
Boston Partners
11
Boston Partners
Massachusetts
$69.5M -$1.36M -40,241 -2%
BlackRock
12
BlackRock
New York
$67.6M +$50.3M +1,487,401 +550%
EAM
13
Eagle Asset Management
Florida
$60.8M -$8M -236,589 -13%
T. Rowe Price Investment Management
14
T. Rowe Price Investment Management
Maryland
$55.3M +$48.6M +1,437,694 New
Neuberger Berman Group
15
Neuberger Berman Group
New York
$53.1M +$24.7M +730,348 +112%
Millennium Management
16
Millennium Management
New York
$45.8M +$14.1M +415,864 +54%
HKAM
17
Horizon Kinetics Asset Management
New York
$44.7M -$1.82M -53,721 -4%
Capital Research Global Investors
18
Capital Research Global Investors
California
$39.1M +$2.8M +82,642 +9%
RIA
19
Recurrent Investment Advisors
Texas
$34.1M +$714K +21,103 +2%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$32.9M +$26.4M +780,400 +1,055%
Morgan Stanley
21
Morgan Stanley
New York
$32.4M -$25.8M -763,312 -48%
GKIM
22
GW&K Investment Management
Massachusetts
$32.2M -$331K -9,770 -1%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$31.5M +$1.38M +40,896 +5%
CCMLC
24
Cardinal Capital Management LLC (Connecticut)
Connecticut
$28.3M +$24.9M +735,915 New
MIM
25
Merewether Investment Management
Texas
$26.9M +$23.7M +700,000 New

VNOM Hedge Fund Activity: Q1 2024 in Review

250 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Viper Energy (VNOM) for Q1 2024, worth a combined $3.12B — up 49% from $2.09B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new VNOM positions and 18 closed out — a net gain of 41 holders — while 88 added to existing stakes and 55 trimmed.

The largest buyer was Vanguard Group, adding an estimated $54.2M. The largest seller was Blackstone Inc, cutting an estimated $158M.

  • 250 institutional investors held Viper Energy (VNOM) as of Q1 2024, up from 210 in Q4 2023.
  • Funds reported $3.12B of Viper Energy stock for Q1 2024, up 49% quarter-over-quarter.
  • 59 funds opened new Viper Energy positions in Q1 2024 and 18 closed out, a net change of +41 holders.
  • The largest Viper Energy buyer in Q1 2024 was Vanguard Group, an estimated $54.2M added.
  • The largest Viper Energy seller in Q1 2024 was Blackstone Inc, an estimated $158M sold.

Based on aggregated 13F filings for Q1 2024.