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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: 666797 (+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: 3135 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.71B +$207M +2,469,087 +6%
BlackRock
2
BlackRock
New York
$2.34B -$622M -7,431,613 -21%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.32B +$511M +6,111,860 +29%
State Street
4
State Street
Massachusetts
$1.32B +$283M +3,386,213 +28%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$729M +$175M +2,088,961 +33%
LPC
6
Lone Pine Capital
Connecticut
$588M +$35.6M +425,126 +7%
Morgan Stanley
7
Morgan Stanley
New York
$523M +$82.5M +986,060 +19%
Invesco
8
Invesco
Georgia
$439M -$138M -1,648,052 -24%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$428M -$53.5M -639,844 -11%
TP
10
Third Point
New York
$384M
Alkeon Capital Management
11
Alkeon Capital Management
New York
$380M +$262M +3,135,000 +245%
Wellington Management Group
12
Wellington Management Group
Massachusetts
$367M -$116M -1,390,285 -25%
Coatue Management
13
Coatue Management
New York
$343M +$64.3M +768,799 +24%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$328M -$28.6M -341,706 -8%
LSV Asset Management
15
LSV Asset Management
Illinois
$316M -$333M -3,975,749 -52%
Franklin Resources
16
Franklin Resources
California
$308M -$145M -1,734,873 -33%
JP Morgan Chase
17
JP Morgan Chase
New York
$285M +$186M +2,227,653 +204%
Neuberger Berman Group
18
Neuberger Berman Group
New York
$268M -$86.4M -1,032,063 -25%
Charles Schwab
19
Charles Schwab
California
$255M +$52.8M +631,201 +27%
Bank of America
20
Bank of America
North Carolina
$242M -$17.6M -210,322 -7%
Janus Henderson Group
21
Janus Henderson Group
United Kingdom
$239M -$84.4M -1,008,178 -27%
Northern Trust
22
Northern Trust
Illinois
$238M +$12.7M +151,306 +6%
TD Asset Management
23
TD Asset Management
Ontario, Canada
$234M -$18.7M -223,641 -8%
DFO
24
Duquesne Family Office
New York
$226M
Massachusetts Financial Services
25
Massachusetts Financial Services
Massachusetts
$218M +$114M +1,356,488 +115%

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.