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797 hedge funds and large institutions have $26.4B invested in Vistra in 2024 Q2 according to their latest regulatory filings, with 218 funds opening new positions, 238 increasing their positions, 292 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

183% more first-time investments, than exits

New positions opened: 218 | Existing positions closed: 77

58% more call options, than puts

Call options by funds: $1.22B | Put options by funds: $770M

20% more funds holding

Funds holding: 666797 (+131)

19% more capital invested

Capital invested by funds: $22.3B → $26.4B (+$4.16B)

13% more funds holding in top 10

Funds holding in top 10: 3135 (+4)

3.55% less ownership

Funds ownership: 92.11%88.56% (-3.6%)

18% less repeat investments, than reductions

Existing positions increased: 238 | Existing positions reduced: 292

Holders
797
Holders Change
+131
Holders Change %
+19.67%
% of All Funds
11.51%
Holding in Top 10
35
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+12.9%
% of All Funds
0.51%
New
218
Increased
238
Reduced
292
Closed
77
Calls
$1.22B
Puts
$770M
Net Calls
+$449M
Net Calls Change
+$231M
Name Holding Trade Value Shares
Change
Change in
Stake
NEI
551
Northwest & Ethical Investments
Ontario, Canada
$413K -$878K -10,488 -69%
MYAM
552
Meiji Yasuda Asset Management
Japan
$408K -$705K -8,420 -64%
QCG
553
Quadrant Capital Group
Ohio
$406K +$113K +1,354 +40%
FHA
554
Flagship Harbor Advisors
Massachusetts
$402K +$392K +4,679 New
A
555
AlphaQuest
New York
$399K +$292K +3,494 +305%
OIS
556
Okabena Investment Services
Minnesota
$398K +$387K +4,624 New
SS
557
Sunbelt Securities
Texas
$396K -$48.8K -583 -11%
CAM
558
Creekmur Asset Management
Illinois
$396K +$31.6K +378 +9%
NI
559
NDVR Inc
Massachusetts
$395K -$62.3K -745 -14%
BPA
560
Beacon Pointe Advisors
California
$386K +$8.03K +96 +2%
HI
561
Horizon Investments
North Carolina
$383K +$369K +4,404 +8,007%
ABLA
562
Alan B. Lancz & Associates
Ohio
$381K +$371K +4,433 New
FDCDDQ
563
Federation des caisses Desjardins du Quebec
Quebec, Canada
$380K +$370K +4,424 New
YCG
564
Yeomans Consulting Group
Georgia
$376K +$366K +4,375 New
SAI
565
Savvy Advisors Inc
New York
$370K +$360K +4,307 New
TC
566
TownSquare Capital
Utah
$368K +$359K +4,284 New
CM
567
Castleark Management
Illinois
$367K
IWC
568
Integrated Wealth Concepts
Massachusetts
$367K -$231K -2,755 -39%
CMF
569
Counterpoint Mutual Funds
California
$360K +$1.42K +17 +0.4%
UCFA
570
United Capital Financial Advisors
Texas
$358K -$173K -2,063 -33%
CWM
571
Cordatus Wealth Management
Pennsylvania
$355K -$1.17K -14 -0.3%
ATPW
572
Ashton Thomas Private Wealth
Arizona
$355K +$15.9K +190 +5%
IA
573
IFP Advisors
Florida
$350K +$205K +2,451 +151%
VIA
574
Virtus Investment Advisers
Connecticut
$350K -$17.4K -208 -5%
SI
575
Stephens Inc
Arkansas
$349K -$4.35M -52,024 -93%

VST Hedge Fund Activity: Q2 2024 in Review

797 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Vistra (VST) for Q2 2024, worth a combined $26.4B — up 19% from $22.3B a quarter earlier.

Buyers outnumbered sellers: 218 funds opened new VST positions and 77 closed out — a net gain of 141 holders — while 238 added to existing stakes and 292 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $511M. The largest seller was BlackRock, cutting an estimated $622M.

  • 797 institutional investors held Vistra (VST) as of Q2 2024, up from 666 in Q1 2024.
  • Funds reported $26.4B of Vistra stock for Q2 2024, up 19% quarter-over-quarter.
  • 218 funds opened new Vistra positions in Q2 2024 and 77 closed out, a net change of +141 holders.
  • The largest Vistra buyer in Q2 2024 was Fidelity Investments, an estimated $511M added.
  • The largest Vistra seller in Q2 2024 was BlackRock, an estimated $622M sold.

Based on aggregated 13F filings for Q2 2024.