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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
TCPG
701
Trivant Custom Portfolio Group
California
$62.8K -$56K -669 -48%
SIM
702
Sentry Investment Management
Wisconsin
$56K +$54.3K +649 New
PTC
703
Private Trust Company
Ohio
$55K -$17.7K -211 -25%
DMBA
704
Deseret Mutual Benefit Administrators
Utah
$52.4K -$11.7K -140 -19%
AAP
705
Arax Advisory Partners
Colorado
$50.7K +$49.4K +590 New
OAM
706
Ostrum Asset Management
France
$49.5K -$391K -4,671 -89%
RTC
707
Riverview Trust Company
Washington
$48K
MPWT
708
MassMutual Private Wealth & Trust
Connecticut
$47.9K +$13K +155 +39%
LWCFA
709
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$47.2K +$46K +550 New
BFEC
710
Benjamin F. Edwards & Company
Missouri
$46K -$561K -6,701 -93%
LFA
711
LGT Financial Advisors
Texas
$44.8K
JFA
712
JNBA Financial Advisors
Minnesota
$43K
Optiver Holding
713
Optiver Holding
Netherlands
$40.8K +$39.8K +475 New
EC
714
EdgeRock Capital
Colorado
$34K +$33.1K +395 New
JWA
715
JFS Wealth Advisors
Pennsylvania
$33.5K -$2.26K -27 -6%
S
716
Sachetta
Massachusetts
$32.7K +$837 +10 +2%
OP
717
ORG Partners
Indiana
$31.8K -$23.2K -277 -43%
WTC
718
WhitTier Trust Company
Nevada
$30.6K -$16.6K -198 -36%
GWSG
719
GPS Wealth Strategies Group
Colorado
$30.1K
GLR
720
Great Lakes Retirement
Ohio
$29.9K +$29.1K +348 New
CWM
721
CarsonAllaria Wealth Management
Illinois
$29.7K +$4.85K +58 +20%
SWM
722
Spire Wealth Management
Virginia
$27.5K -$13.1K -157 -33%
RTL
723
Red Tortoise LLC
Georgia
$27.1K
CA
724
CoreCap Advisors
Michigan
$27K -$17.9K -214 -41%
HCP
725
Hexagon Capital Partners
Arkansas
$26.5K -$4.52K -54 -15%

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.