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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
MOS
626
MGO One Seven
Ohio
$260K +$253K +3,029 New
LCM
627
Laurion Capital Management
New York
$260K +$253K +3,026 New
I
628
InceptionR
California
$259K +$252K +3,007 New
CHA
629
Cooper/Haims Advisors
New York
$258K +$251K +3,000 New
OAM
630
Oppenheimer Asset Management
New York
$255K -$86.5K -1,034 -26%
CAM
631
Cidel Asset Management
Ontario, Canada
$250K -$64.4K -770 -21%
IAIM
632
International Assets Investment Management
Florida
$245K -$37.7K -450 -14%
VFA
633
Valeo Financial Advisors
Indiana
$245K +$239K +2,850 New
AP
634
Americana Partners
Texas
$242K +$235K +2,811 New
STA
635
Summit Trail Advisors
New York
$239K +$233K +2,785 New
OIA
636
OneDigital Investment Advisors
Kansas
$235K +$228K +2,728 New
TPI
637
Trust Point Inc
Wisconsin
$234K -$39.4K -471 -15%
CW
638
CreativeOne Wealth
Kansas
$234K -$30.5K -364 -12%
DB
639
Danske Bank
Denmark
$232K
GI
640
GAMCO Investors
Connecticut
$232K +$226K +2,700 New
FFG
641
Fiduciary Financial Group
California
$231K +$225K +2,689 New
KeyBank National Association
642
KeyBank National Association
Ohio
$230K +$223K +2,670 New
Baird Financial Group
643
Baird Financial Group
Wisconsin
$229K +$222K +2,658 New
WPC
644
Wedmont Private Capital
Pennsylvania
$227K +$208K +2,481 New
KFP
645
KMG Fiduciary Partners
Ohio
$225K +$219K +2,621 New
FTWA
646
Fifth Third Wealth Advisors
Ohio
$225K +$219K +2,620 New
ICP
647
Interchange Capital Partners
Pennsylvania
$224K +$218K +2,601 New
PS
648
Principal Securities
Iowa
$223K +$18.4K +220 +9%
QFA
649
Quantum Financial Advisors
California
$221K +$215K +2,571 New
NCFG
650
New Century Financial Group
New Jersey
$220K +$214K +2,554 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.