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406 hedge funds and large institutions have $9.73B invested in Vistra in 2021 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 120 increasing their positions, 174 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

830% more call options, than puts

Call options by funds: $489M | Put options by funds: $52.6M

52% more first-time investments, than exits

New positions opened: 67 | Existing positions closed: 44

31% more capital invested

Capital invested by funds: $7.43B → $9.73B (+$2.3B)

30% more funds holding in top 10

Funds holding in top 10: 2026 (+6)

5% more funds holding

Funds holding: 386406 (+20)

1.22% less ownership

Funds ownership: 90.18%88.96% (-1.2%)

31% less repeat investments, than reductions

Existing positions increased: 120 | Existing positions reduced: 174

Holders
406
Holders Change
+20
Holders Change %
+5.18%
% of All Funds
6.25%
Holding in Top 10
26
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+30%
% of All Funds
0.4%
New
67
Increased
120
Reduced
174
Closed
44
Calls
$489M
Puts
$52.6M
Net Calls
+$437M
Net Calls Change
+$287M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.06B +$42.2M +2,104,593 +5%
OCM
2
Oaktree Capital Management
California
$658M -$20.9M -1,041,573 -3%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$592M +$69.7M +3,474,903 +15%
BlackRock
4
BlackRock
New York
$533M -$30.2M -1,505,948 -6%
BC
5
Brookfield Corp
Ontario, Canada
$439M
LSV Asset Management
6
LSV Asset Management
Illinois
$276M -$14.3M -714,237 -6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$233M +$87.8M +4,376,484 +75%
DKCM
8
Davidson Kempner Capital Management
New York
$229M
State Street
9
State Street
Massachusetts
$224M -$972K -48,457 -0.5%
T. Rowe Price Associates
10
T. Rowe Price Associates
Maryland
$223M -$161M -8,020,455 -45%
Franklin Resources
11
Franklin Resources
California
$214M -$84.8M -4,231,056 -31%
FIG
12
Fortress Investment Group
New York
$209M
MMA
13
Mizuho Markets Americas
New York
$175M +$154M +7,689,996 New
Citadel Advisors
14
Citadel Advisors
Florida
$174M -$30.2M -1,508,354 -16%
Goldman Sachs
15
Goldman Sachs
New York
$169M +$16.2M +809,543 +12%
SSM
16
Sound Shore Management
Connecticut
$162M -$6.19M -308,449 -4%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$152M -$2.31M -115,408 -2%
LM
18
Lasry Marc
$145M -$1M -50,000 -0.8%
AGC
19
Angelo Gordon & Co
New York
$139M -$1.7M -84,848 -1%
Geode Capital Management
20
Geode Capital Management
Massachusetts
$135M +$2.94M +146,651 +3%
SOMRS
21
State of Michigan Retirement System
Michigan
$135M +$219K +10,944 +0.2%
RRAM
22
River Road Asset Management
Kentucky
$133M -$422K -21,033 -0.4%
Bank of America
23
Bank of America
North Carolina
$132M +$20.9M +1,041,712 +22%
Neuberger Berman Group
24
Neuberger Berman Group
New York
$126M -$4.79M -238,646 -4%
Victory Capital Management
25
Victory Capital Management
Texas
$124M +$9.16M +457,034 +9%