Veren
VRN was delisted on the 12th of May, 2025.
174 hedge funds and large institutions have $1.5B invested in Veren in 2023 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 83 increasing their positions, 49 reducing their positions, and 37 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
69% more repeat investments, than reductions
Existing positions increased: 83 | Existing positions reduced: 49
44% more call options, than puts
Call options by funds: $20M | Put options by funds: $13.9M
14% more capital invested
Capital invested by funds: $1.31B → $1.5B (+$185M)
8% less funds holding
Funds holding: 190 → 174 (-16)
35% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
+$55.6M |
| 2 |
Canada Pension Plan Investment Board
Toronto Ontario,
Ontario, Canada
|
+$29.9M |
| 3 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$29.2M |
| 4 |
CIBC Asset Management
Toronto,
Ontario, Canada
|
+$27.6M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$21.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$29.1M |
| 2 |
Acadian Asset Management
Boston,
Massachusetts
|
-$22.2M |
| 3 |
Point72 Asset Management
Stamford,
Connecticut
|
-$19.5M |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$19.1M |
| 5 |
IIM
Intact Investment Management
Montreal,
Quebec, Canada
|
-$18.9M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SWM
201
Scissortail Wealth Management
Tulsa,
Oklahoma
| – | -$97K | -13,062 | Closed |
|
|
PFMU
202
Privium Fund Management (UK)
London,
United Kingdom
| – | -$85.8K | -12,000 | Closed |
|
|
PCM
203
Prelude Capital Management
New York
| – | -$75.3K | -10,528 | Closed |
|
204
Belvedere Trading
Chicago,
Illinois
| – | -$71.1K | -9,950 | Closed |
|
|
SSG
205
Summit Securities Group
New York
| – | -$37K | -5,128 | Closed |
|
|
GWM
206
Geneos Wealth Management
Englewood,
Colorado
| – | -$10.7K | -1,500 | Closed |
|
|
USCWA
207
U.S. Capital Wealth Advisors
Austin,
Texas
| – | -$1.79K | -250 | Closed |
|
|
WT
208
Whittier Trust
South Pasadena,
California
| – | -$1.43K | -200 | Closed |
|
|
AWM
209
Accurate Wealth Management
Wesley Chapel,
Florida
| – | -$1.1K | -160 | Closed |
|
|
FGAM
210
Financial Gravity Asset Management
Lakeway,
Texas
| – | -$80 | -7 | Closed |
|
VRN Hedge Fund Activity: Q1 2023 in Review
174 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Veren (VRN) for Q1 2023, worth a combined $1.5B — up 14% from $1.31B a quarter earlier.
Sellers outnumbered buyers: 37 funds closed out of VRN and 24 opened new positions — a net loss of 13 holders — while 49 trimmed existing stakes and 83 added.
The largest buyer was Franklin Resources, adding an estimated $55.6M. The largest seller was Citadel Advisors, cutting an estimated $29.1M.
- 174 institutional investors held Veren (VRN) as of Q1 2023, down from 190 in Q4 2022.
- Funds reported $1.5B of Veren stock for Q1 2023, up 14% quarter-over-quarter.
- 24 funds opened new Veren positions in Q1 2023 and 37 closed out, a net change of -13 holders.
- The largest Veren buyer in Q1 2023 was Franklin Resources, an estimated $55.6M added.
- The largest Veren seller in Q1 2023 was Citadel Advisors, an estimated $29.1M sold.
Based on aggregated 13F filings for Q1 2023.