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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
MRCM
451
M&R Capital Management
New Jersey
$16.6K
HNB
452
Huntington National Bank
Ohio
$15.1K
OP
453
ORG Partners
Indiana
$15.1K -$210 -7 -2%
JWA
454
JFS Wealth Advisors
Pennsylvania
$13.1K
SSG
455
Summit Securities Group
New York
$13K +$12K +401 New
GWSG
456
GPS Wealth Strategies Group
Colorado
$12.7K
HCP
457
Hexagon Capital Partners
Arkansas
$12.2K -$5.64K -188 -34%
SFG
458
Steward Financial Group
Texas
$12K +$11.4K +378 New
RTL
459
Red Tortoise LLC
Georgia
$10.5K
SWM
460
Spire Wealth Management
Virginia
$10.2K -$10.1K -337 -52%
First Manhattan
461
First Manhattan
New York
$9.95K
BTI
462
Blue Trust Inc
Georgia
$8K +$1.8K +60 +28%
ICM
463
Intrepid Capital Management
Florida
$7.1K
PFBT
464
Parkside Financial Bank & Trust
Missouri
$7K
BBHC
465
Brown Brothers Harriman & Co
New York
$4.98K
HGERS
466
Householder Group Estate & Retirement Specialist
Arizona
$4.91K +$4.44K +148 New
AF
467
Advisornet Financial
Minnesota
$4.68K -$450 -15 -10%
PB
468
Pinnacle Bancorp
Nebraska
$4.45K -$3.75K -125 -48%
BF
469
BOK Financial
Oklahoma
$4.29K +$3.93K +131 New
GWS
470
Glassman Wealth Services
Virginia
$4.28K
FFA
471
Farther Finance Advisors
California
$4.11K +$2.61K +87 +235%
SIC
472
SJS Investment Consulting
Ohio
$4.05K +$270 +9 +8%
CSPIA
473
Cary Street Partners Investment Advisory
Virginia
$4.01K
NMG
474
New Millennium Group
Utah
$4.01K
CAL
475
Capital Advisors Ltd
Ohio
$4K +$450 +15 +14%