VOC Energy
25 hedge funds and large institutions have $5.97M invested in VOC Energy in 2019 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 7 closing their positions.
7.79% less ownership
Funds ownership: 15.37% → 7.57% (-7.8%)
14% less funds holding
Funds holding: 29 → 25 (-4)
33% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 9
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
53% less call options, than puts
Call options by funds: $183K | Put options by funds: $392K
57% less capital invested
Capital invested by funds: $13.8M → $5.97M (-$7.85M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$1.06M |
| 2 |
Renaissance Technologies
New York
|
+$123K |
| 3 |
BRWA
B. Riley Wealth Advisors
Boca Raton,
Florida
|
+$94.4K |
| 4 |
Creative Planning
Overland Park,
Kansas
|
+$36.4K |
| 5 |
Morgan Stanley
New York
|
+$23.8K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
RR Advisors
Dallas,
Texas
|
-$7.17M |
| 2 |
LSV Asset Management
Chicago,
Illinois
|
-$123K |
| 3 |
CI
Cavalier Investments
Alpharetta,
Georgia
|
-$87K |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
-$87K |
| 5 |
FWM
Frontier Wealth Management
Kansas City,
Missouri
|
-$54K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CI
26
Cavalier Investments
Alpharetta,
Georgia
| – | -$87K | -16,379 | Closed |
|
|
NA
27
Navellier & Associates
Reno,
Nevada
| – | -$87K | -16,379 | Closed |
|
|
FWM
28
Frontier Wealth Management
Kansas City,
Missouri
| – | -$54K | -10,179 | Closed |
|
29
Victory Capital Management
San Antonio,
Texas
| – | -$12K | -2,295 | Closed |
|
|
AIC
30
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$2K | -300 | Closed |
|
|
QCIG
31
Quad-Cities Investment Group
Davenport,
Iowa
| – | -$1K | -200 | Closed |
|
VOC Hedge Fund Activity: Q4 2019 in Review
25 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in VOC Energy (VOC) for Q4 2019, worth a combined $5.97M — down 57% from $13.8M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of VOC and 4 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 6 added.
The largest buyer was Bank of America, adding an estimated $1.06M. The largest seller was RR Advisors, cutting an estimated $7.17M.
- 25 institutional investors held VOC Energy (VOC) as of Q4 2019, down from 29 in Q3 2019.
- Funds reported $5.97M of VOC Energy stock for Q4 2019, down 57% quarter-over-quarter.
- 4 funds opened new VOC Energy positions in Q4 2019 and 7 closed out, a net change of -3 holders.
- The largest VOC Energy buyer in Q4 2019 was Bank of America, an estimated $1.06M added.
- The largest VOC Energy seller in Q4 2019 was RR Advisors, an estimated $7.17M sold.
Based on aggregated 13F filings for Q4 2019.