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Vistra
VST

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: 14 → 31 (+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: 548 → 666 (+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

Top Buyers

1
LPC
Lone Pine Capital
Connecticut
+$317M
2
Coatue Management
Coatue Management
New York
+$159M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$156M
4
CHP
Castle Hook Partners
New York
+$154M
5
TD Asset Management
TD Asset Management
Ontario, Canada
+$144M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$241M
2
LCM
Laurion Capital Management
New York
-$144M
3
RRAM
River Road Asset Management
Kentucky
-$106M
4
GCM
Glendon Capital Management
California
-$101M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$95.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$2.84B -$89.9M -1,817,964 -4%
BlackRock
2
BlackRock
New York
$2.41B +$31.8M +642,250 +2%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$1.45B +$156M +3,159,808 +18%
State Street
4
State Street
Massachusetts
$831M -$485K -9,808 -0.1%
LSV Asset Management
5
LSV Asset Management
Illinois
$533M -$24.3M -490,285 -6%
Pacer Advisors
6
Pacer Advisors
Pennsylvania
$499M +$79.1M +1,599,571 +29%
Invesco
7
Invesco
Georgia
$470M +$54.9M +1,108,881 +20%
LPC
8
Lone Pine Capital
Connecticut
$447M +$317M +6,412,881 New
Geode Capital Management
9
Geode Capital Management
Massachusetts
$446M +$38.1M +770,623 +14%
Wellington Management Group
10
Wellington Management Group
Massachusetts
$394M +$106M +2,133,765 +61%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$391M -$26.4M -533,817 -9%
Franklin Resources
12
Franklin Resources
California
$371M +$25.9M +524,097 +11%
Morgan Stanley
13
Morgan Stanley
New York
$355M -$241M -4,869,249 -49%
SCM
14
Steadfast Capital Management
New York
$332M +$126M +2,545,069 +115%
TP
15
Third Point
New York
$311M -$6.43M -130,000 -3%
Bank of New York Mellon
16
Bank of New York Mellon
New York
$290M -$29.7M -599,522 -13%
Neuberger Berman Group
17
Neuberger Berman Group
New York
$289M -$52.1M -1,052,732 -20%
Janus Henderson Group
18
Janus Henderson Group
United Kingdom
$264M -$95.8M -1,937,166 -34%
CHP
19
Castle Hook Partners
New York
$263M +$154M +3,108,511 +470%
Coatue Management
20
Coatue Management
New York
$224M +$159M +3,216,578 New
Ameriprise
21
Ameriprise
Minnesota
$218M -$58M -1,173,400 -27%
Jacobs Levy Equity Management
22
Jacobs Levy Equity Management
New Jersey
$216M -$20M -404,663 -12%
Bank of America
23
Bank of America
North Carolina
$211M +$1.04M +21,111 +0.7%
TD Asset Management
24
TD Asset Management
Ontario, Canada
$205M +$144M +2,910,015 +9,668%
ClearBridge Investments
25
ClearBridge Investments
New York
$195M -$71.8M -1,452,183 -34%
1
2 3 4 5

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.