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
LAM
451
L2 Asset Management
Massachusetts
$474K +$337K +6,810 New
VI
452
Vestcor Inc
New Brunswick, Canada
$474K -$2.97K -60 -0.9%
BMSSC
453
B. Metzler seel. Sohn & Co
Germany
$463K +$60.8K +1,229 +23%
SMH
454
Sanders Morris Harris
Texas
$460K +$326K +6,600 New
IWM
455
IHT Wealth Management
Illinois
$442K +$314K +6,342 New
William Blair & Company
456
William Blair & Company
Illinois
$440K -$54.8K -1,107 -15%
UFF
457
USA Financial Formulas
Michigan
$436K -$145K -2,936 -32%
UCFA
458
United Capital Financial Advisors
Texas
$434K +$308K +6,230 New
Aviva
459
Aviva
United Kingdom
$428K – – –
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$426K +$102K +2,069 +51%
CB
461
Commerce Bank
Missouri
$423K +$42K +849 +16%
SOAMC
462
Spirit of America Management Corp
New York
$418K – – –
CCM
463
Coldstream Capital Management
Washington
$417K +$13.3K +268 +5%
PCM
464
Penserra Capital Management
California
$413K +$294K +5,940 New
KAS
465
Kestra Advisory Services
Texas
$403K +$287K +5,792 New
CIA
466
Choate Investment Advisors
Massachusetts
$401K -$15.3K -310 -5%
CIA
467
Capital Investment Advisors
Georgia
$392K -$92.5K -1,870 -25%
TSW
468
Thompson Siegel & Walmsley
Virginia
$388K -$88.3M -1,785,417 -100%
Bessemer Group
469
Bessemer Group
New Jersey
$383K -$1.24M -25,086 -82%
AWE
470
Avidian Wealth Enterprises
Texas
$373K +$265K +5,355 New
NI
471
NDVR Inc
Massachusetts
$372K +$264K +5,340 New
CAG
472
Csenge Advisory Group
Florida
$368K +$262K +5,287 New
HCM
473
Howard Capital Management
Georgia
$368K +$261K +5,285 New
OFS
474
OneAscent Financial Services
Alabama
$367K +$260K +5,249 New
OAM
475
Ostrum Asset Management
France
$365K – – –
17 18
19
20 21

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.