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Vistra
VST

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: 14 → 31 (+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: 548 → 666 (+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

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$317M
2
Coatue Management
Coatue Management
New York
+$159M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M
4
CHP
Castle Hook Partners
New York
+$154M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$144M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$241M
2
LCM
Laurion Capital Management
New York
-$144M
3
RRAM
River Road Asset Management
Kentucky
-$106M
4
GCM
Glendon Capital Management
California
-$101M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$95.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
651
Riggs Asset Management
Pennsylvania
$1.88K +$396 +8 +42%
AF
652
Advisornet Financial
Minnesota
$1.81K -$7.27K -147 -85%
Kayne Anderson Rudnick Investment Management
653
Kayne Anderson Rudnick Investment Management
California
$1.76K – – –
WPWM
654
Western Pacific Wealth Management
Illinois
$1.6K +$1.14K +23 New
TWP
655
TFO Wealth Partners
Ohio
$1.53K – – –
CPG
656
Cornerstone Planning Group
New Jersey
$1.41K +$49 +1 +6%
GAG
657
Goodman Advisory Group
Massachusetts
$1.39K +$989 +20 New
VWA
658
Valued Wealth Advisors
Utah
$1.32K +$940 +19 New
PWMG
659
Private Wealth Management Group
New Jersey
$1.11K – – –
FMP
660
Financial Management Professionals
Texas
$1K -$23K -464 -96%
GWM
661
Geneos Wealth Management
Colorado
$975 – – –
VCM
662
Versant Capital Management
Arizona
$557 – – –
FP
663
Financial Perspectives
Minnesota
$488 – – –
FFA
664
Frazier Financial Advisors
Ohio
$418 +$297 +6 New
JFGIW
665
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$350 – – –
TFM
666
TFC Financial Management
Massachusetts
$279 +$198 +4 New
LCM
667
Laurion Capital Management
New York
– -$144M -3,746,775 Closed
Two Sigma Investments
668
Two Sigma Investments
New York
– -$25.5M -662,892 Closed
MAMU
669
Marathon Asset Management (UK)
United Kingdom
– -$15.5M -401,175 Closed
FWSM
670
First Wilshire Securities Management
California
– -$15M -390,166 Closed
6CM
671
683 Capital Management
New York
– -$14.4M -375,000 Closed
RP
672
Reinhart Partners
Wisconsin
– -$14.1M -366,284 Closed
MS
673
Maven Securities
Jersey
– -$5.78M -150,000 Closed
CSCSIM
674
Clear Sky Carbon Solutions Investment Management
Texas
– -$5.39M -139,920 Closed
Capital Fund Management (CFM)
675
Capital Fund Management (CFM)
France
– -$6.23M -125,978 Closed
25 26
27
28 29

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.