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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
WFI
576
West Family Investments
California
$343K +$35.8K +428 +12%
CCA
577
Checchi Capital Advisers
California
$341K +$15.9K +190 +5%
SPIA
578
Steward Partners Investment Advisory
New York
$341K +$32.6K +389 +11%
BFG
579
Bleakley Financial Group
New Jersey
$334K +$9.37K +112 +3%
SW
580
Simplicity Wealth
New Jersey
$334K +$9.37K +112 +3%
FIM
581
Freedom Investment Management
Connecticut
$331K +$322K +3,846 New
LNWWM
582
Laird Norton Wetherby Wealth Management
California
$331K +$72.2K +863 +29%
Brown Advisory
583
Brown Advisory
Maryland
$329K +$320K +3,829 New
Bessemer Group
584
Bessemer Group
New Jersey
$326K -$143K -1,710 -31%
C
585
Covestor
United Kingdom
$323K +$88.5K +1,058 +39%
IC
586
IEQ Capital
California
$322K +$313K +3,741 New
VFA
587
Values First Advisors
Tennessee
$322K +$72.6K +867 +30%
CI
588
Cigna Investments
Connecticut
$319K -$4.1K -49 -1%
OWM
589
OneAscent Wealth Management
Alabama
$319K +$12.4K +148 +4%
UB
590
Umpqua Bank
Oregon
$318K +$6.53K +78 +2%
FTDI
591
First Trust Direct Indexing
Massachusetts
$317K +$309K +3,689 New
ECM
592
Evergreen Capital Management
Washington
$312K +$303K +3,624 New
AG
593
Ascent Group
Virginia
$310K -$10.6K -127 -3%
AC
594
Apella Capital
Connecticut
$309K -$103K -1,226 -27%
BC
595
Belmont Capital
California
$306K
FM
596
Foster & Motley
Ohio
$302K -$295K -3,529 -50%
MTIM
597
Marathon Trading Investment Management
Pennsylvania
$301K +$293K +3,500 New
GWMR
598
GC Wealth Management RIA
Massachusetts
$301K
AO
599
Advisor OS
Illinois
$298K -$16.8K -201 -5%
GCS
600
Gordian Capital (Singapore)
Singapore
$297K +$289K +3,450 New

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.