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VOC Energy

25 hedge funds and large institutions have $5.77M invested in VOC Energy in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 5 increasing their positions, 9 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

105% more call options, than puts

Call options by funds: $1.18M | Put options by funds: $576K

14% more funds holding

Funds holding: 2225 (+3)

0.27% less ownership

Funds ownership: 4.54%4.27% (-0.27%)

10% less capital invested

Capital invested by funds: $6.38M → $5.77M (-$615K)

44% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 9

Holders
25
Holders Change
+3
Holders Change %
+13.64%
% of All Funds
0.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
5
Reduced
9
Closed
2
Calls
$1.18M
Puts
$576K
Net Calls
+$605K
Net Calls Change
+$39K
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$1.22M -$409 -50 -0%
MGAM
2
McGowan Group Asset Management
Texas
$776K -$14.4K -1,762 -2%
CAN
3
Cetera Advisor Networks
California
$655K -$208K -25,346 -23%
NA
4
Navellier & Associates
Nevada
$589K -$25.5K -3,111 -4%
Morgan Stanley
5
Morgan Stanley
New York
$587K -$20.5K -2,498 -3%
AWS
6
Atria Wealth Solutions
New York
$380K +$98 +12 +0%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$321K -$90.5K -11,058 -21%
1WA
8
180 Wealth Advisors
Washington
$312K +$12.1K +1,472 +4%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$296K +$129K +15,769 +73%
Northern Trust
10
Northern Trust
Illinois
$249K +$74.2K +9,064 +40%
RA
11
RR Advisors
Texas
$102K -$205K -25,000 -66%
Stifel Financial
12
Stifel Financial
Missouri
$79.3K
Osaic Holdings
13
Osaic Holdings
Arizona
$63.7K +$26.4K +3,220 +67%
US Bancorp
14
US Bancorp
Minnesota
$39.6K
WWP
15
WR Wealth Planners
Missouri
$23.8K
IAS
16
IMA Advisory Services
Colorado
$22.1K -$24.6K -3,000 -52%
GWM
17
Geneos Wealth Management
Colorado
$19.8K
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$9.17K -$28.3K -3,455 -75%
Simplex Trading
19
Simplex Trading
Illinois
$9K +$10.1K +1,238 New
Bank of America
20
Bank of America
North Carolina
$7.13K
UBS Group
21
UBS Group
Switzerland
$4.85K +$5.01K +612 New
OP
22
ORG Partners
Indiana
$3K +$3.27K +400 New
CWP
23
Concord Wealth Partners
Virginia
$16
JP Morgan Chase
24
JP Morgan Chase
New York
$16 +$16 +2 New
Wells Fargo
25
Wells Fargo
California
$7 +$8 +1 New

VOC Hedge Fund Activity: Q2 2023 in Review

25 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in VOC Energy (VOC) for Q2 2023, worth a combined $5.77M — down 9.6% from $6.38M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new VOC positions and 2 closed out — a net gain of 3 holders — while 5 added to existing stakes and 9 trimmed.

The largest buyer was Janney Montgomery Scott, adding an estimated $129K. The largest seller was Cetera Advisor Networks, cutting an estimated $208K.

  • 25 institutional investors held VOC Energy (VOC) as of Q2 2023, up from 22 in Q1 2023.
  • Funds reported $5.77M of VOC Energy stock for Q2 2023, down 9.6% quarter-over-quarter.
  • 5 funds opened new VOC Energy positions in Q2 2023 and 2 closed out, a net change of +3 holders.
  • The largest VOC Energy buyer in Q2 2023 was Janney Montgomery Scott, an estimated $129K added.
  • The largest VOC Energy seller in Q2 2023 was Cetera Advisor Networks, an estimated $208K sold.

Based on aggregated 13F filings for Q2 2023.