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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
PAA
501
Peregrine Asset Advisers
Oregon
$279K +$198K +4,000 New
OAM
502
Oppenheimer Asset Management
New York
$278K -$2.22M -44,803 -92%
ATPW
503
Ashton Thomas Private Wealth
Arizona
$274K -$580K -11,732 -75%
LA
504
Legacy Advisors
Pennsylvania
$274K +$194K +3,921 New
KI
505
Kapitalo Investimentos
Brazil
$273K -$48K -970 -20%
M
506
MOTCO
Texas
$273K +$194K +3,924 New
USWIA
507
UP Strategic Wealth Investment Advisors
Pennsylvania
$273K +$194K +3,924 New
CIBC Private Wealth Group
508
CIBC Private Wealth Group
Georgia
$270K +$187K +3,774 New
TF
509
Trek Financial
Arizona
$267K +$189K +3,829 New
HTIM
510
Harbour Trust & Investment Management
Indiana
$265K +$188K +3,800 New
CCA
511
Checchi Capital Advisers
California
$263K +$187K +3,775 New
CFGS
512
Concourse Financial Group Securities
Alabama
$263K -$5.74K -116 -3%
BFG
513
Bleakley Financial Group
New Jersey
$263K +$187K +3,771 New
SW
514
Simplicity Wealth
New Jersey
$263K +$187K +3,771 New
DA
515
Duality Advisers
Florida
$262K +$186K +3,767 New
CI
516
Cigna Investments
Connecticut
$262K +$186K +3,763 New
SRL
517
Scientech Research LLC
New Jersey
$260K +$185K +3,739 New
AG
518
Ascent Group
Virginia
$260K +$185K +3,734 New
CAM
519
Cidel Asset Management
Ontario, Canada
$256K +$182K +3,680 New
AO
520
Advisor OS
Illinois
$255K +$181K +3,662 New
UB
521
Umpqua Bank
Oregon
$252K +$179K +3,621 New
SOW
522
State of Wyoming
Wyoming
$250K -$197K -3,983 -53%
OWM
523
OneAscent Wealth Management
Alabama
$249K +$176K +3,567 New
SPIA
524
Steward Partners Investment Advisory
New York
$249K -$211K -4,260 -54%
WFI
525
West Family Investments
California
$248K +$176K +3,563 New
19 20
21
22 23

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.