We are live on ! Find out more
VST icon

Vistra
VST

666 hedge funds and large institutions have $22.3B invested in Vistra in 2024 Q1 according to their latest regulatory filings, with 174 funds opening new positions, 194 increasing their positions, 245 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed

228% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 53

121% more funds holding in top 10

Funds holding in top 10: 14 → 31 (+17)

80% more capital invested

Capital invested by funds: $12.3B → $22.3B (+$9.92B)

49% more call options, than puts

Call options by funds: $667M | Put options by funds: $448M

22% more funds holding

Funds holding: 548 → 666 (+118)

2.48% more ownership

Funds ownership: 89.62% → 92.11% (+2.5%)

21% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 245

Holders
666
Holders Change
+118
Holders Change %
+21.53%
% of All Funds
9.59%
Holding in Top 10
31
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+121.43%
% of All Funds
0.45%
New
174
Increased
194
Reduced
245
Closed
53
Calls
$667M
Puts
$448M
Net Calls
+$219M
Net Calls Change
+$180M

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$317M
2
Coatue Management
Coatue Management
New York
+$159M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M
4
CHP
Castle Hook Partners
New York
+$154M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$144M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$241M
2
LCM
Laurion Capital Management
New York
-$144M
3
RRAM
River Road Asset Management
Kentucky
-$106M
4
GCM
Glendon Capital Management
California
-$101M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$95.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
DIA
401
Dana Investment Advisors
Wisconsin
$858K – – –
CIBC Asset Management
402
CIBC Asset Management
Ontario, Canada
$827K +$1.09K +22 +0.2%
ACM
403
AlphaStar Capital Management
North Carolina
$817K -$516K -10,421 -47%
FFM
404
Forum Financial Management
Illinois
$794K +$791 +16 +0.1%
SG Americas Securities
405
SG Americas Securities
New York
$792K +$221K +4,460 +64%
CIC
406
Chilton Investment Company
Connecticut
$788K +$224K +4,528 +67%
APG Asset Management
407
APG Asset Management
Netherlands
$785K -$1.63M -32,863 -73%
TWC
408
TD Waterhouse Canada
Ontario, Canada
$782K +$516K +10,422 New
PNC Financial Services Group
409
PNC Financial Services Group
Pennsylvania
$769K +$45.3K +915 +9%
CIM
410
Cambria Investment Management
California
$767K -$18.5K -374 -3%
AAM
411
Advisors Asset Management
Colorado
$749K +$163K +3,288 +44%
B
412
Bailard
California
$742K – – –
TA
413
TFB Advisors
Kansas
$707K +$455K +9,195 New
MRWM
414
ML&R Wealth Management
Texas
$704K – – –
AAS
415
Avantax Advisory Services
Texas
$702K +$499K +10,081 New
GLA
416
Great Lakes Advisors
Illinois
$701K +$6.18K +125 +1%
RC
417
RBF Capital
California
$697K – – –
CHM
418
Collaborative Holdings Management
New York
$697K +$495K +10,000 New
ACA
419
Atlas Capital Advisors
Wyoming
$691K +$68.4K +1,382 +16%
BS
420
Banco Santander
Spain
$673K +$478K +9,666 New
SAM
421
Shell Asset Management
Netherlands
$664K +$382K +7,720 New
VLC
422
Van Leeuwen & Company
New Jersey
$651K -$459K -9,272 -50%
HAG
423
HighPoint Advisor Group
Illinois
$643K -$252K -5,099 -42%
SP
424
Symmetry Partners
Connecticut
$630K – – –
DPAM
425
Degroof Petercam Asset Management
Belgium
$627K – – –
15 16
17
18 19

VST Hedge Fund Activity: Q1 2024 in Review

666 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vistra (VST) for Q1 2024, worth a combined $22.3B — up 80% from $12.3B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new VST positions and 53 closed out — a net gain of 121 holders — while 194 added to existing stakes and 245 trimmed.

The largest buyer was Lone Pine Capital, opening a new position worth an estimated $317M. The largest seller was Morgan Stanley, cutting an estimated $241M.

  • 666 institutional investors held Vistra (VST) as of Q1 2024, up from 548 in Q4 2023.
  • Funds reported $22.3B of Vistra stock for Q1 2024, up 80% quarter-over-quarter.
  • 174 funds opened new Vistra positions in Q1 2024 and 53 closed out, a net change of +121 holders.
  • The largest Vistra buyer in Q1 2024 was Lone Pine Capital, an estimated $317M added.
  • The largest Vistra seller in Q1 2024 was Morgan Stanley, an estimated $241M sold.

Based on aggregated 13F filings for Q1 2024.