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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
ZB
476
Zions Bancorporation
Utah
$3.32K
FMII
477
Farmers & Merchants Investments Inc
Nebraska
$3.32K +$3K +100 New
EBA
478
Eagle Bay Advisors
New York
$3.12K +$30 +1 +1%
FWM
479
Focused Wealth Management
New York
$2.3K
IA
480
IFP Advisors
Florida
$2.26K -$65.7K -2,189 -97%
BAAM
481
Baker Avenue Asset Management
California
$2.16K
CSB
482
City State Bank
Iowa
$2K
WOC
483
West Oak Capital
California
$1K
FMP
484
Financial Management Professionals
Texas
$1K +$571 +19 New
AW
485
Avion Wealth
Texas
$1K +$961 +32 New
TWP
486
TFO Wealth Partners
Ohio
$998 +$480 +16 +73%
EWA
487
EverSource Wealth Advisors
Alabama
$939
BIA
488
Bell Investment Advisors
California
$730 -$2.67K -89 -80%
TWD
489
True Wealth Design
Ohio
$631
RAM
490
Riggs Asset Management
Pennsylvania
$631 +$571 +19 New
CPG
491
Cornerstone Planning Group
New Jersey
$564 +$510 +17 New
WT
492
Whittier Trust
California
$364 +$330 +11 New
VCM
493
Versant Capital Management
Arizona
$265
FP
494
Financial Perspectives
Minnesota
$232
DKCM
495
Davidson Kempner Capital Management
New York
-$142M -5,396,089 Closed
ISSM
496
Invesco Senior Secured Management
New York
-$13.3M -505,223 Closed
Qube Research & Technologies (QRT)
497
Qube Research & Technologies (QRT)
United Kingdom
-$12.8M -487,496 Closed
KCM
498
Kingdon Capital Management
New York
-$9.19M -350,000 Closed
NI
499
NYL Investors
New York
-$7.08M -269,874 Closed
CC
500
Covalis Capital
United Kingdom
-$6.04M -230,153 Closed