We are live on ! Find out more

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
Qube Research & Technologies (QRT)
551
Qube Research & Technologies (QRT)
United Kingdom
$193K -$510K -10,318 -79%
DB
552
Danske Bank
Denmark
$188K +$134K +2,700 New
C
553
Covestor
United Kingdom
$188K -$61.5K -1,243 -31%
PS
554
Principal Securities
Iowa
$166K +$93.4K +1,888 +385%
S
555
SignatureFD
Georgia
$164K +$7.17K +145 +7%
AIC
556
Archer Investment Corporation
Indiana
$157K +$112K +2,260 New
SWC
557
Spectrum Wealth Counsel
Indiana
$157K -$3.71K -75 -3%
CG
558
Cutler Group
California
$153K +$109K +2,200 New
CIM
559
Chiron Investment Management
New York
$148K -$257K -5,199 -71%
GI
560
GAMMA Investing
California
$147K +$15.4K +312 +17%
HDIM
561
Hanson & Doremus Investment Management
Vermont
$139K
RA
562
Rise Advisors
New York
$130K +$47.9K +968 +107%
TPCW
563
TD Private Client Wealth
New York
$115K +$81.4K +1,645 New
IA
564
IFP Advisors
Florida
$113K +$52.5K +1,061 +190%
AIM
565
Acropolis Investment Management
Missouri
$105K +$74.4K +1,504 New
Fifth Third Bancorp
566
Fifth Third Bancorp
Ohio
$103K +$6.48K +131 +10%
TCPG
567
Trivant Custom Portfolio Group
California
$97.5K -$9.89K -200 -13%
CFB
568
Cullen/Frost Bankers
Texas
$97.5K
NS
569
NBC Securities
Alabama
$94K -$24.4K -493 -27%
AF
570
Allworth Financial
California
$90.7K -$1.53K -31 -2%
PA
571
Parallel Advisors
California
$82.3K +$2.37K +48 +4%
A
572
AlphaQuest
New York
$79.7K -$881K -17,800 -94%
Fuller & Thaler Asset Management
573
Fuller & Thaler Asset Management
California
$78K +$55.4K +1,120 New
GWP
574
Gen-Wealth Partners
Michigan
$77K +$54.7K +1,105 New
EWA
575
EverSource Wealth Advisors
Alabama
$74K +$28.3K +572 +142%

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.