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Vistra
VST

Overview Fund Activity

546 hedge funds and large institutions have $12.3B invested in Vistra in 2023 Q4 according to their latest regulatory filings, with 119 funds opening new positions, 176 increasing their positions, 200 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+53
Holders Change %
+10.75%
% of All Funds
8%
Holding in Top 10
14
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-41.67%
% of All Funds
0.21%
New
119
Increased
176
Reduced
200
Closed
60
Calls
$184M
Puts
$145M
Net Calls
+$39.1M
Net Calls Change
-$33.6M

Top Buyers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
+$213M
2
Morgan Stanley
Morgan Stanley
New York
+$177M
3
GQG Partners
GQG Partners
Florida
+$79M
4
ECP
Electron Capital Partners
New York
+$67.6M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$65.2M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$305M
2
OCM
Oaktree Capital Management
California
-$299M
3
KI
Koch Industries
Kansas
-$163M
4
BC
Brookfield Corp
Ontario, Canada
-$99.5M
5
Vanguard Group
Vanguard Group
Pennsylvania
-$60.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HIM
351
Hillsdale Investment Management
Ontario, Canada
$580K +$580K +15,050 New
GT
352
Greenleaf Trust
Michigan
$571K +$2.85K +74 +0.5%
KCM
353
Kendall Capital Management
Maryland
$570K -$24.1K -625 -4%
SPC
354
Sigma Planning Corp
Michigan
$569K -$584K -15,164 -51%
CC
355
Centiva Capital
New York
$568K -$3.23M -83,948 -85%
HPM
356
Hudson Portfolio Management
New York
$559K – – –
SCM
357
Shelton Capital Management
Colorado
$558K +$558K +14,496 New
MSL
358
Mackay Shields LLC
New York
$536K – – –
Creative Planning
359
Creative Planning
Kansas
$532K +$122K +3,166 +30%
LWAM
360
Legacy Wealth Asset Management
Minnesota
$524K +$2.23K +58 +0.4%
FEM
361
Fulcrum Equity Management
Texas
$523K -$7.4K -192 -1%
KA
362
Keene & Associates
Texas
$513K -$2.89K -75 -0.6%
Cetera Investment Advisers
363
Cetera Investment Advisers
Illinois
$512K +$40K +1,039 +8%
DADC
364
D.A. Davidson & Co
Montana
$510K +$510K +13,236 New
Qube Research & Technologies (QRT)
365
Qube Research & Technologies (QRT)
United Kingdom
$504K +$504K +13,091 New
CL
366
COWA LLC
Oklahoma
$498K +$1.35K +35 +0.3%
AI
367
AdvisorShares Investments
Maryland
$486K -$110K -2,847 -18%
DIA
368
Dana Investment Advisors
Wisconsin
$475K +$475K +12,323 New
SCA
369
Snowden Capital Advisors
New York
$472K +$46.5K +1,206 +11%
AR
370
Advisory Research
Illinois
$471K +$14.3K +371 +3%
Verition Fund Management
371
Verition Fund Management
Connecticut
$467K -$2.03M -52,574 -81%
CIBC Asset Management
372
CIBC Asset Management
Ontario, Canada
$456K -$35.4K -919 -7%
TFS
373
Thoroughbred Financial Services
Tennessee
$452K -$40.1K -1,043 -8%
QL
374
Quarry LP
New York
$446K -$276K -7,156 -38%
CIM
375
Cambria Investment Management
California
$439K +$439K +11,385 New
13 14
15
16 17