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364 hedge funds and large institutions have $12.6B invested in Vistra in 2019 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 134 increasing their positions, 117 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 41

45% more call options, than puts

Call options by funds: $61.7M | Put options by funds: $42.6M

17% more funds holding in top 10

Funds holding in top 10: 2327 (+4)

15% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 117

12% more capital invested

Capital invested by funds: $11.3B → $12.6B (+$1.31B)

9% more funds holding

Funds holding: 334364 (+30)

7.24% less ownership

Funds ownership: 102.99%95.75% (-7.2%)

Holders
364
Holders Change
+30
Holders Change %
+8.98%
% of All Funds
7.98%
Holding in Top 10
27
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+17.39%
% of All Funds
0.59%
New
73
Increased
134
Reduced
117
Closed
41
Calls
$61.7M
Puts
$42.6M
Net Calls
+$19.1M
Net Calls Change
+$42K
Name Holding Trade Value Shares
Change
Change in
Stake
BC
1
Brookfield Corp
Ontario, Canada
$1.13B -$543M -22,842,590 -35%
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.09B +$89.9M +3,780,975 +10%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.07B +$28.3M +1,191,865 +3%
OCM
4
Oaktree Capital Management
California
$729M -$20.8M -873,344 -3%
BlackRock
5
BlackRock
New York
$632M +$45.4M +1,910,349 +9%
Neuberger Berman Group
6
Neuberger Berman Group
New York
$376M +$119K +4,984 +0%
FIG
7
Fortress Investment Group
New York
$370M -$18.9M -792,908 -5%
AMH
8
Apollo Management Holdings
New York
$369M -$151M -6,336,000 -31%
Franklin Resources
9
Franklin Resources
California
$350M +$37M +1,556,165 +13%
Boston Partners
10
Boston Partners
Massachusetts
$288M -$33.1M -1,393,092 -11%
DKCM
11
Davidson Kempner Capital Management
New York
$254M -$71.4M -3,000,000 -24%
State Street
12
State Street
Massachusetts
$229M -$1.08M -45,361 -0.5%
NAM
13
Nexpoint Asset Management
Texas
$211M +$188M +7,905,950 New
SCM
14
Scopia Capital Management
New York
$190M -$111M -4,664,576 -40%
Adage Capital Partners
15
Adage Capital Partners
Massachusetts
$178M -$24.8M -1,040,975 -14%
Massachusetts Financial Services
16
Massachusetts Financial Services
Massachusetts
$176M +$40.1M +1,686,266 +34%
LM
17
Lasry Marc
$172M
Geode Capital Management
18
Geode Capital Management
Massachusetts
$152M +$28.2M +1,183,746 +26%
LSV Asset Management
19
LSV Asset Management
Illinois
$146M +$130M +5,447,834 New
PP
20
Prudential plc
United Kingdom
$145M +$32.1M +1,349,700 +33%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$142M -$18.5M -777,037 -13%
Invesco
22
Invesco
Georgia
$134M -$11.1M -466,422 -8%
AGC
23
Angelo Gordon & Co
New York
$131M
KI
24
Koch Industries
Kansas
$131M
N
25
Nuveen
North Carolina
$129M +$11.1M +465,980 +11%

VST Hedge Fund Activity: Q3 2019 in Review

364 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Vistra (VST) for Q3 2019, worth a combined $12.6B — up 12% from $11.3B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new VST positions and 41 closed out — a net gain of 32 holders — while 134 added to existing stakes and 117 trimmed.

The largest buyer was LSV Asset Management, opening a new position worth an estimated $130M. The largest seller was Brookfield Corp, cutting an estimated $543M.

  • 364 institutional investors held Vistra (VST) as of Q3 2019, up from 334 in Q2 2019.
  • Funds reported $12.6B of Vistra stock for Q3 2019, up 12% quarter-over-quarter.
  • 73 funds opened new Vistra positions in Q3 2019 and 41 closed out, a net change of +32 holders.
  • The largest Vistra buyer in Q3 2019 was LSV Asset Management, an estimated $130M added.
  • The largest Vistra seller in Q3 2019 was Brookfield Corp, an estimated $543M sold.

Based on aggregated 13F filings for Q3 2019.