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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
JWA
601
JFS Wealth Advisors
Pennsylvania
$29K
MPWT
602
MassMutual Private Wealth & Trust
Connecticut
$28K +$4.11K +83 +26%
IFAM
603
Institutional & Family Asset Management
Colorado
$26K -$8.76K -177 -32%
HCP
604
Hexagon Capital Partners
Arkansas
$25.2K +$346 +7 +2%
GWSG
605
GPS Wealth Strategies Group
Colorado
$24.4K
FFC
606
First Financial Corp
Indiana
$23.3K
RTL
607
Red Tortoise LLC
Georgia
$21.9K
FFA
608
Farther Finance Advisors
California
$21.7K +$1.24K +25 +9%
First Manhattan
609
First Manhattan
New York
$20.9K
CWM
610
CarsonAllaria Wealth Management
Illinois
$20.1K +$14.2K +288 New
WIA
611
Wetzel Investment Advisors
Indiana
$17.9K
S
612
Sachetta
Massachusetts
$17.8K
ME
613
McIlrath & Eck
Washington
$17.3K +$5.99K +121 +95%
MG
614
Mather Group
Illinois
$14.5K +$18.6K +377 New
MHR
615
Matthew Hamilton Rosenberg
$14.5K
PFBT
616
Parkside Financial Bank & Trust
Missouri
$14K
FWM
617
FSA Wealth Management
Massachusetts
$13.9K -$25.5K -515 -72%
HNB
618
Hilltop National Bank
Wyoming
$13.9K +$9.89K +200 New
NC
619
nVerses Capital
Florida
$13.9K +$9.89K +200 New
MRCM
620
M&R Capital Management
New Jersey
$13.7K -$4.95K -100 -33%
PPC
621
Park Place Capital
Alabama
$12.7K +$6.43K +130 +245%
BF
622
BOK Financial
Oklahoma
$11.5K +$1.48K +30 +23%
FFO
623
Fortitude Family Office
Arizona
$11.1K +$1.34K +27 +20%
OWA
624
Opal Wealth Advisors
New York
$10.9K +$7.77K +157 New
HGERS
625
Householder Group Estate & Retirement Specialist
Arizona
$10.5K +$148 +3 +2%

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.