VOC Energy
27 hedge funds and large institutions have $4.62M invested in VOC Energy in 2024 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 7 reducing their positions, and 7 closing their positions.
0% more repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 7
1.99% less ownership
Funds ownership: 6.48% → 4.49% (-2%)
4% less funds holding
Funds holding: 28 → 27 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
40% less call options, than puts
Call options by funds: $299K | Put options by funds: $495K
42% less capital invested
Capital invested by funds: $7.93M → $4.62M (-$3.31M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$369K |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$269K |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$193K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$137K |
| 5 |
1WA
180 Wealth Advisors
Federal Way,
Washington
|
+$130K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$1.1M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.09M |
| 3 |
SWP
Significant Wealth Partners
Cary,
Illinois
|
-$737K |
| 4 |
AWS
Atria Wealth Solutions
New York
|
-$265K |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$222K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Wells Fargo
San Francisco,
California
| $6 | – | – | – |
|
27
Fidelity Investments
Boston,
Massachusetts
| $6 | +$7 | +1 | New |
|
|
28
HighTower Advisors
Chicago,
Illinois
| – | -$1.09M | -151,645 | Closed |
|
|
SWP
29
Significant Wealth Partners
Cary,
Illinois
| – | -$737K | -102,771 | Closed |
|
|
AWS
30
Atria Wealth Solutions
New York
| – | -$265K | -36,844 | Closed |
|
|
31
Northern Trust
Chicago,
Illinois
| – | -$222K | -30,770 | Closed |
|
32
US Bancorp
Minneapolis,
Minnesota
| – | -$36K | -5,000 | Closed |
|
33
JP Morgan Chase
New York
| – | -$835 | -116 | Closed |
|
VOC Hedge Fund Activity: Q1 2024 in Review
27 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in VOC Energy (VOC) for Q1 2024, worth a combined $4.62M — down 42% from $7.93M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of VOC and 6 opened new positions — a net loss of 1 holder — while 7 trimmed existing stakes and 7 added.
The largest buyer was Susquehanna International Group, adding an estimated $369K. The largest seller was Morgan Stanley, cutting an estimated $1.1M.
- 27 institutional investors held VOC Energy (VOC) as of Q1 2024, down from 28 in Q4 2023.
- Funds reported $4.62M of VOC Energy stock for Q1 2024, down 42% quarter-over-quarter.
- 6 funds opened new VOC Energy positions in Q1 2024 and 7 closed out, a net change of -1 holder.
- The largest VOC Energy buyer in Q1 2024 was Susquehanna International Group, an estimated $369K added.
- The largest VOC Energy seller in Q1 2024 was Morgan Stanley, an estimated $1.1M sold.
Based on aggregated 13F filings for Q1 2024.