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493 hedge funds and large institutions have $11.1B invested in Vistra in 2023 Q3 according to their latest regulatory filings, with 119 funds opening new positions, 148 increasing their positions, 176 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 119 | Existing positions closed: 43

43% more call options, than puts

Call options by funds: $240M | Put options by funds: $168M

27% more capital invested

Capital invested by funds: $8.69B → $11.1B (+$2.37B)

17% more funds holding

Funds holding: 420493 (+73)

9% more funds holding in top 10

Funds holding in top 10: 2224 (+2)

1.58% more ownership

Funds ownership: 88.81%90.39% (+1.6%)

16% less repeat investments, than reductions

Existing positions increased: 148 | Existing positions reduced: 176

Holders
493
Holders Change
+73
Holders Change %
+17.38%
% of All Funds
7.83%
Holding in Top 10
24
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+9.09%
% of All Funds
0.38%
New
119
Increased
148
Reduced
176
Closed
43
Calls
$240M
Puts
$168M
Net Calls
+$72.6M
Net Calls Change
-$21.1M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
426
Hanson & Doremus Investment Management
Vermont
$66K
NS
427
NBC Securities
Alabama
$64K +$58.4K +1,944 New
TCPG
428
Trivant Custom Portfolio Group
California
$58.1K -$7.51K -250 -13%
WTG
429
West Tower Group
Virginia
$51.1K +$46.3K +1,541 New
QCG
430
Quadrant Capital Group
Ohio
$50.6K +$4.8K +160 +12%
MA
431
Montag & Associates
Georgia
$49.8K
DMBA
432
Deseret Mutual Benefit Administrators
Utah
$46.9K -$10.7K -357 -20%
PA
433
Parallel Advisors
California
$45.4K -$510 -17 -1%
AF
434
Allworth Financial
California
$43.5K +$3.18K +106 +9%
PPC
435
Park Place Capital
Alabama
$43.4K
FHA
436
First Horizon Advisors
Tennessee
$42.8K -$11K -365 -22%
HIA
437
Harbor Investment Advisory
Maryland
$33.2K
GRP
438
Global Retirement Partners
California
$31.2K +$6.01K +200 +25%
PTC
439
Private Trust Company
Ohio
$30.8K -$1.02K -34 -4%
HI
440
Harbour Investments
Wisconsin
$29.4K -$60 -2 -0.2%
Fifth Third Bancorp
441
Fifth Third Bancorp
Ohio
$29.4K +$26.6K +885 New
WTC
442
WhitTier Trust Company
Nevada
$26.6K
FCA
443
FinTrust Capital Advisors
South Carolina
$25.7K +$23.2K +774 New
EARNEST Partners
444
EARNEST Partners
Georgia
$25K
JFA
445
JNBA Financial Advisors
Minnesota
$21.5K
RTC
446
Riverview Trust Company
Washington
$18.5K
CAC
447
Core Alternative Capital
Georgia
$18.4K +$30 +1 +0.2%
IFAM
448
Institutional & Family Asset Management
Colorado
$18.2K
LFA
449
LGT Financial Advisors
Texas
$17.3K +$15.6K +521 New
LC
450
Lindbrook Capital
California
$17K +$1.53K +51 +11%