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918 hedge funds and large institutions have $35.6B invested in Vistra in 2024 Q3 according to their latest regulatory filings, with 222 funds opening new positions, 341 increasing their positions, 294 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

129% more first-time investments, than exits

New positions opened: 222 | Existing positions closed: 97

35% more capital invested

Capital invested by funds: $26.4B → $35.6B (+$9.17B)

31% more funds holding in top 10

Funds holding in top 10: 3546 (+11)

20% more call options, than puts

Call options by funds: $1.78B | Put options by funds: $1.48B

16% more repeat investments, than reductions

Existing positions increased: 341 | Existing positions reduced: 294

15% more funds holding

Funds holding: 797918 (+121)

1.22% less ownership

Funds ownership: 88.56%87.34% (-1.2%)

Holders
918
Holders Change
+121
Holders Change %
+15.18%
% of All Funds
13.18%
Holding in Top 10
46
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+31.43%
% of All Funds
0.66%
New
222
Increased
341
Reduced
294
Closed
97
Calls
$1.78B
Puts
$1.48B
Net Calls
+$299M
Net Calls Change
-$150M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.18B +$48M +565,052 +1%
BlackRock
2
BlackRock
New York
$3.36B +$100M +1,182,921 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$2.72B -$344M -4,053,508 -15%
State Street
4
State Street
Massachusetts
$1.94B +$88M +1,037,402 +7%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$983M -$3.96M -46,643 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$864M +$102M +1,198,679 +20%
LPC
7
Lone Pine Capital
Connecticut
$807M -$2.69M -31,716 -0.5%
Invesco
8
Invesco
Georgia
$656M +$36.1M +425,183 +8%
Dimensional Fund Advisors
9
Dimensional Fund Advisors
Texas
$549M -$29M -341,976 -7%
Massachusetts Financial Services
10
Massachusetts Financial Services
Massachusetts
$454M +$110M +1,293,974 +51%
Janus Henderson Group
11
Janus Henderson Group
United Kingdom
$448M +$84.9M +1,000,307 +36%
Franklin Resources
12
Franklin Resources
California
$441M -$21.5M -253,359 -7%
TP
13
Third Point
New York
$376M -$110M -1,295,000 -29%
Bank of America
14
Bank of America
North Carolina
$373M +$28.1M +330,947 +12%
Bank of New York Mellon
15
Bank of New York Mellon
New York
$372M -$57.7M -680,279 -18%
Neuberger Berman Group
16
Neuberger Berman Group
New York
$358M -$7.68M -90,547 -3%
UBS Group
17
UBS Group
Switzerland
$354M +$52.5M +618,904 +26%
Wellington Management Group
18
Wellington Management Group
Massachusetts
$345M -$115M -1,350,391 -32%
Norges Bank
19
Norges Bank
Norway
$344M +$34.1M +402,314 +16%
LSV Asset Management
20
LSV Asset Management
Illinois
$340M -$68.1M -802,290 -22%
Coatue Management
21
Coatue Management
New York
$335M -$98.2M -1,156,715 -29%
JP Morgan Chase
22
JP Morgan Chase
New York
$335M -$42.2M -496,888 -15%
Northern Trust
23
Northern Trust
Illinois
$324M -$3.19M -37,571 -1%
CHP
24
Castle Hook Partners
New York
$309M +$55.6M +654,568 +33%
Jennison Associates
25
Jennison Associates
New York
$282M -$7.01M -82,539 -3%