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Vistra
VST

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: 666 → 797 (+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: 31 → 35 (+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

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$511M
2
State Street
State Street
Massachusetts
+$283M
3
Alkeon Capital Management
Alkeon Capital Management
New York
+$262M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$207M
5
JP Morgan Chase
JP Morgan Chase
New York
+$186M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$622M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$598M
3
SCM
Steadfast Capital Management
New York
-$334M
4
LSV Asset Management
LSV Asset Management
Illinois
-$333M
5
GQG Partners
GQG Partners
Florida
-$179M
Name Holding Trade Value Shares
Change 		Change in
Stake
MG
776
Mather Group
Illinois
$3K -$28K -334 -89%
Kayne Anderson Rudnick Investment Management
777
Kayne Anderson Rudnick Investment Management
California
$2.86K +$669 +8 +32%
TWD
778
True Wealth Design
Ohio
$2.75K – – –
RAM
779
Riggs Asset Management
Pennsylvania
$2.75K +$418 +5 +19%
AF
780
Advisornet Financial
Minnesota
$2.23K – – –
FMP
781
Financial Management Professionals
Texas
$2K +$418 +5 +26%
HWP
782
Highline Wealth Partners
California
$1.89K +$1.84K +22 New
CAM
783
ClariVest Asset Management
California
$1.72K +$1.67K +20 New
TFA
784
Toth Financial Advisory
Virginia
$1.72K +$1.67K +20 New
BF
785
BOK Financial
Oklahoma
$1.63K -$11.9K -142 -88%
WWP
786
WR Wealth Planners
Missouri
$1.46K -$2.51K -30 -64%
CFO
787
CVA Family Office
Colorado
$1.46K +$1.42K +17 New
PWMG
788
Private Wealth Management Group
New Jersey
$1.38K – – –
ZB
789
Zions Bancorporation
Utah
$1.29K -$3.6K -43 -74%
RIL
790
Rothschild Investment LLC
Illinois
$1.29K +$1.25K +15 New
CPG
791
Cornerstone Planning Group
New Jersey
$1.22K – – –
MCM
792
MV Capital Management
Maryland
$1.12K +$1.09K +13 New
AGWCA
793
Annis Gardner Whiting Capital Advisors
Florida
$860 +$837 +10 New
BCH
794
Berkshire Capital Holdings
California
$860 +$837 +10 New
FP
795
Financial Perspectives
Minnesota
$602 – – –
WA
796
WestEnd Advisors
North Carolina
$430 +$418 +5 New
TFM
797
TFC Financial Management
Massachusetts
$344 – – –
GQG Partners
798
GQG Partners
Florida
– -$179M -2,564,705 Closed
PC
799
PointState Capital
New York
– -$74.7M -1,072,808 Closed
CVA
800
Ceredex Value Advisors
Florida
– -$36.9M -529,650 Closed
30 31
32
33 34

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.