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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: 1431 (+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: 548666 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BC
526
Belmont Capital
California
$248K
GWMR
527
GC Wealth Management RIA
Massachusetts
$244K +$173K +3,498 New
IAIM
528
International Assets Investment Management
Florida
$236K +$163K +3,300 New
QCG
529
Quadrant Capital Group
Ohio
$235K +$36.3K +734 +28%
GLA
530
Good Life Advisors
Pennsylvania
$233K +$166K +3,350 New
IPW
531
Impact Partnership Wealth
Georgia
$232K +$15.3K +309 +10%
OTL
532
Oak Thistle LLC
New York
$231K -$348K -7,030 -68%
VCA
533
Verdence Capital Advisors
Maryland
$226K +$160K +3,243 New
BWP
534
Balboa Wealth Partners
Arizona
$226K -$208K -4,198 -56%
KWM
535
Kingsview Wealth Management
Oregon
$225K +$160K +3,237 New
SC
536
Savant Capital
Illinois
$224K +$159K +3,223 New
TPI
537
Trust Point Inc
Wisconsin
$222K +$158K +3,193 New
ELM
538
Elite Life Management
Florida
$221K +$157K +3,167 New
CW
539
CreativeOne Wealth
Kansas
$215K +$153K +3,086 New
MPM
540
MBB Public Markets
Illinois
$215K +$152K +3,082 New
DC
541
Diametric Capital
Massachusetts
$211K +$150K +3,023 New
SFA
542
Sequoia Financial Advisors
Ohio
$209K +$149K +3,008 New
LNWWM
543
Laird Norton Wetherby Wealth Management
California
$208K +$148K +2,982 New
RIM
544
Rakuten Investment Management
Japan
$205K +$134K +2,702 +1,140%
AF
545
Apexium Financial
Texas
$203K +$143K +2,900 New
CWS
546
Confluence Wealth Services
Pennsylvania
$202K +$143K +2,900 New
CT
547
ClearAlpha Technologies
Connecticut
$201K -$753K -15,215 -84%
BC
548
Bridgefront Capital
Texas
$201K -$334K -6,756 -70%
VFA
549
Values First Advisors
Tennessee
$200K +$142K +2,874 New
GAA
550
Global Assets Advisory
Florida
$195K +$690K +13,948 New

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.