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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
101
$399K
102
$399K
103
$394K
104
$389K
105
$379K
106
$364K
107
$357K
108
$355K
109
$347K
110
$340K
111
$332K
112
$332K
113
$331K
114
$327K
115
$327K
116
$316K
117
$308K
118
$294K
119
$294K
120
$287K
121
$278K
122
$277K
123
$269K
124
$262K
125
$247K