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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
Goldman Sachs
51
Goldman Sachs
New York
$85.3M +$23.2M +468,325 +62%
RCMNY
52
Rubric Capital Management (New York)
New York
$84.6M +$60.1M +1,213,998 New
Massachusetts Financial Services
53
Massachusetts Financial Services
Massachusetts
$81.9M -$20M -404,008 -26%
SC
54
Sapient Capital
Indiana
$81.6M -$114K -2,311 -0.2%
JP Morgan Chase
55
JP Morgan Chase
New York
$76.1M +$6.73M +135,998 +14%
PC
56
PointState Capital
New York
$74.7M +$34.6M +699,148 +187%
Swiss National Bank
57
Swiss National Bank
Switzerland
$70.9M -$851K -17,200 -2%
Pictet Asset Management
58
Pictet Asset Management
Switzerland
$70.4M -$6.23M -126,003 -11%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$69.3M -$814K -16,459 -2%
AllianceBernstein
60
AllianceBernstein
Tennessee
$65.9M -$10.6M -213,602 -18%
BA
61
Bridgewater Associates
Connecticut
$65.9M -$3.14M -63,396 -6%
Sumitomo Mitsui Trust Group
62
Sumitomo Mitsui Trust Group
Japan
$64.1M -$1.14M -23,086 -2%
PAM
63
Panagora Asset Management
Massachusetts
$63.5M -$25.6M -517,212 -36%
Ensign Peak Advisors
64
Ensign Peak Advisors
Utah
$62.1M -$15.6M -315,015 -26%
Twin Tree Management
65
Twin Tree Management
Texas
$60.5M +$43M +868,288 New
GCM
66
Glendon Capital Management
California
$59.1M -$101M -2,050,000 -71%
UBS AM
67
UBS AM
Illinois
$56.2M -$1.25M -25,189 -3%
HP
68
Hartree Partners
New York
$54.5M -$4.9M -99,024 -11%
Deutsche Bank
69
Deutsche Bank
Germany
$53.5M +$24.6M +497,711 +184%
Mitsubishi UFJ Trust & Banking
70
Mitsubishi UFJ Trust & Banking
Japan
$49.7M -$478K -9,670 -1%
ACH
71
ArrowMark Colorado Holdings
Colorado
$49.2M -$1.62M -32,800 -4%
Adage Capital Partners
72
Adage Capital Partners
Massachusetts
$48.8M +$14.8M +300,000 +75%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$48.6M -$1.22M -24,643 -3%
Point72 Asset Management
74
Point72 Asset Management
Connecticut
$48.4M -$46.9M -948,400 -58%
Korea Investment Corp
75
Korea Investment Corp
South Korea
$48M +$4.95M +100,058 +17%

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.