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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
SS
476
Sunbelt Securities
Texas
$361K -$2.52K -51 -1%
CD
477
Chapin Davis
Maryland
$348K -$98.9K -2,000 -29%
GF
478
Gabelli Funds
New York
$348K +$247K +5,000 New
JSW
479
Journey Strategic Wealth
New Jersey
$348K +$247K +5,000 New
NL
480
NKCFO LLC
Illinois
$348K +$247K +5,000 New
PFS
481
Prospera Financial Services
Texas
$347K +$247K +4,983 New
SWM
482
SeaCrest Wealth Management
New York
$346K -$139K -2,819 -36%
EH
483
Equitable Holdings
New York
$339K +$241K +4,865 New
PWP
484
Phillips Wealth Planners
Mississippi
$335K -$181K -3,663 -43%
UM
485
UniSuper Management
Australia
$334K +$109K +2,200 +85%
AC
486
Apella Capital
Connecticut
$320K +$228K +4,604 New
PCMH
487
Polymer Capital Management (HK)
Hong Kong
$313K +$223K +4,500 New
MC
488
Moors & Cabot
Massachusetts
$309K +$219K +4,430 New
SAM
489
Smartleaf Asset Management
Massachusetts
$309K -$204K -4,119 -48%
BPA
490
Beacon Pointe Advisors
California
$306K +$217K +4,389 New
AIA
491
Affinity Investment Advisors
California
$300K +$213K +4,313 New
VIA
492
Virtus Investment Advisers
Connecticut
$298K – – –
SP
493
Systematic Portfolios
New York
$298K +$1.23M +24,917 New
CM
494
Castleark Management
Illinois
$297K +$211K +4,270 New
CAM
495
Creekmur Asset Management
Illinois
$294K -$10.2K -207 -5%
MGP
496
Metis Global Partners
California
$293K +$208K +4,208 New
CMF
497
Counterpoint Mutual Funds
California
$291K -$58.5K -1,183 -22%
CWM
498
Cordatus Wealth Management
Pennsylvania
$289K +$205K +4,147 New
SM
499
Sciencast Management
New Jersey
$288K +$205K +4,139 New
FFB
500
First Financial Bankshares
Texas
$279K +$198K +4,010 New
18 19
20
21 22

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.