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Vital Energy

179 hedge funds and large institutions have $622M invested in Vital Energy in 2023 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 55 increasing their positions, 59 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more funds holding

Funds holding:

less ownership

Funds ownership:

7% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 59

6% less capital invested

Capital invested by funds: $663M → $622M (-$40.8M)

Holders
179
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$54.6M
Puts
$45.8M
Net Calls
Net Calls Change

Top Buyers

1 +$8.13M
2 +$7.71M
3 +$7.16M
4
Morgan Stanley
Morgan Stanley
New York
+$6.55M
5
LP
LMR Partners
United Kingdom
+$6.19M

Top Sellers

1 -$33.4M
2 -$6.69M
3 -$6.06M
4
First Trust Advisors
First Trust Advisors
Illinois
-$4.87M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$4.71M
Name Holding Trade Value Shares
Change
Change in
Stake
51
$1.93M
52
$1.85M
53
$1.84M
54
$1.75M
55
$1.5M
56
$1.44M
57
$1.43M
58
$1.4M
59
$1.35M
60
$1.24M
61
$916K
62
$915K
63
$867K
64
$853K
65
$820K
66
$811K
67
$789K
68
$773K
69
$770K
70
$759K
71
$754K
72
$746K
73
$729K
74
$705K
75
$699K