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427 hedge funds and large institutions have $8.3B invested in Vistra in 2023 Q1 according to their latest regulatory filings, with 64 funds opening new positions, 132 increasing their positions, 177 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more call options, than puts

Call options by funds: $172M | Put options by funds: $89.8M

25% more funds holding in top 10

Funds holding in top 10: 1620 (+4)

5% more capital invested

Capital invested by funds: $7.88B → $8.3B (+$419M)

3.17% more ownership

Funds ownership: 87.39%90.56% (+3.2%)

2% more first-time investments, than exits

New positions opened: 64 | Existing positions closed: 63

1% less funds holding

Funds holding: 431427 (-4)

25% less repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 177

Holders
427
Holders Change
-4
Holders Change %
-0.93%
% of All Funds
6.8%
Holding in Top 10
20
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+25%
% of All Funds
0.32%
New
64
Increased
132
Reduced
177
Closed
63
Calls
$172M
Puts
$89.8M
Net Calls
+$81.9M
Net Calls Change
-$17.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.14B +$55.6M +2,397,553 +5%
OCM
2
Oaktree Capital Management
California
$557M -$50.3M -2,170,969 -9%
BlackRock
3
BlackRock
New York
$538M -$49.5M -2,135,802 -9%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$509M -$21.8M -938,547 -4%
BC
5
Brookfield Corp
Ontario, Canada
$273M
LCM
6
Laurion Capital Management
New York
$223M -$22.5M -971,977 -9%
LSV Asset Management
7
LSV Asset Management
Illinois
$212M +$6.96M +300,300 +4%
State Street
8
State Street
Massachusetts
$177M -$9.48M -408,724 -5%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$174M +$3.54M +152,766 +2%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$168M +$23.8M +1,028,224 +17%
DKCM
11
Davidson Kempner Capital Management
New York
$157M -$11.6M -500,000 -7%
DKP
12
Davidson Kempner Partners
New York
$157M +$152M +6,538,473 New
Neuberger Berman Group
13
Neuberger Berman Group
New York
$134M +$10.3M +445,036 +9%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$126M -$2.44M -105,105 -2%
RRAM
15
River Road Asset Management
Kentucky
$122M +$17.6M +760,964 +18%
KI
16
Koch Industries
Kansas
$118M
Morgan Stanley
17
Morgan Stanley
New York
$114M -$5.79M -249,895 -5%
SSM
18
Sound Shore Management
Connecticut
$108M -$16.8M -723,700 -14%
Victory Capital Management
19
Victory Capital Management
Texas
$104M -$781K -33,677 -0.8%
Invesco
20
Invesco
Georgia
$103M +$134K +5,787 +0.1%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$100M -$335K -14,457 -0.3%
Franklin Resources
22
Franklin Resources
California
$96.8M -$14.4M -619,703 -13%
ClearBridge Investments
23
ClearBridge Investments
New York
$95.9M -$1.05M -45,492 -1%
Jacobs Levy Equity Management
24
Jacobs Levy Equity Management
New Jersey
$94.1M +$29.2M +1,260,589 +47%
Allianz Asset Management
25
Allianz Asset Management
Germany
$89.8M +$1.55M +67,050 +2%

VST Hedge Fund Activity: Q1 2023 in Review

427 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Vistra (VST) for Q1 2023, worth a combined $8.3B — up 5.3% from $7.88B a quarter earlier.

Buyers outnumbered sellers: 64 funds opened new VST positions and 63 closed out — a net gain of 1 holder — while 132 added to existing stakes and 177 trimmed.

The largest buyer was Rubric Capital Management (New York), opening a new position worth an estimated $57M. The largest seller was Assenagon Asset Management, exiting entirely with an estimated $76.3M sold.

  • 427 institutional investors held Vistra (VST) as of Q1 2023, down from 431 in Q4 2022.
  • Funds reported $8.3B of Vistra stock for Q1 2023, up 5.3% quarter-over-quarter.
  • 64 funds opened new Vistra positions in Q1 2023 and 63 closed out, a net change of +1 holder.
  • The largest Vistra buyer in Q1 2023 was Rubric Capital Management (New York), an estimated $57M added.
  • The largest Vistra seller in Q1 2023 was Assenagon Asset Management, an estimated $76.3M sold.

Based on aggregated 13F filings for Q1 2023.