VOC Energy
28 hedge funds and large institutions have $7.93M invested in VOC Energy in 2023 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 7 reducing their positions, and 4 closing their positions.
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
12% more funds holding
Funds holding: 25 → 28 (+3)
9% more capital invested
Capital invested by funds: $7.31M → $7.93M (+$623K)
2.1% more ownership
Funds ownership: 4.38% → 6.48% (+2.1%)
14% less repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 7
19% less call options, than puts
Call options by funds: $385K | Put options by funds: $477K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.06M |
| 2 |
Bank of New York Mellon
New York
|
+$928K |
| 3 |
LPL Financial
San Diego,
California
|
+$371K |
| 4 |
NA
Navellier & Associates
Reno,
Nevada
|
+$242K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$371K |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$119K |
| 3 |
AWS
Atria Wealth Solutions
New York
|
-$59K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$39.7K |
| 5 |
WWP
WR Wealth Planners
Columbia,
Missouri
|
-$29.3K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CWP
26
Concord Wealth Partners
Abingdon,
Virginia
| $14 | – | – | – |
|
27
Wells Fargo
San Francisco,
California
| $7 | – | – | – |
|
|
WWP
28
WR Wealth Planners
Columbia,
Missouri
| – | -$29.3K | -3,000 | Closed |
|
|
IAS
29
IMA Advisory Services
Denver,
Colorado
| – | -$27.3K | -2,800 | Closed |
|
|
GWM
30
Geneos Wealth Management
Englewood,
Colorado
| – | -$24.6K | -2,500 | Closed |
|
31
BNP Paribas Financial Markets
Paris,
France
| – | -$2.53K | -258 | Closed |
|
32
Royal Bank of Canada
Toronto,
Ontario, Canada
| – | +$201 | +24 | New |
|
VOC Hedge Fund Activity: Q4 2023 in Review
28 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in VOC Energy (VOC) for Q4 2023, worth a combined $7.93M — up 8.5% from $7.31M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new VOC positions and 4 closed out — a net gain of 3 holders — while 6 added to existing stakes and 7 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.06M. The largest seller was Arrowstreet Capital, cutting an estimated $371K.
- 28 institutional investors held VOC Energy (VOC) as of Q4 2023, up from 25 in Q3 2023.
- Funds reported $7.93M of VOC Energy stock for Q4 2023, up 8.5% quarter-over-quarter.
- 7 funds opened new VOC Energy positions in Q4 2023 and 4 closed out, a net change of +3 holders.
- The largest VOC Energy buyer in Q4 2023 was Morgan Stanley, an estimated $1.06M added.
- The largest VOC Energy seller in Q4 2023 was Arrowstreet Capital, an estimated $371K sold.
Based on aggregated 13F filings for Q4 2023.