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Vital Energy
VTLE

Overview Fund Activity

149 hedge funds and large institutions have $982M invested in Vital Energy in 2021 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 70 increasing their positions, 28 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
149
Holders Change
–
Holders Change %
0%
% of All Funds
2.62%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
70
Reduced
28
Closed
27
Calls
$46.5M
Puts
$34.5M
Net Calls
+$12M
Net Calls Change
-$19.9M

Top Buyers

1
EECFI
1
EnCap Energy Capital Fund IX
Texas
$178M
2
State Street
2
State Street
Massachusetts
$116M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$86.4M
4
MRCP
4
Maple Rock Capital Partners
Ontario, Canada
$57.9M
5
BlackRock
5
BlackRock
New York
$160M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$8.68M
3
Acadian Asset Management
3
Acadian Asset Management
Massachusetts
$0
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$19.2M
5
Two Sigma Advisers
5
Two Sigma Advisers
New York
$4.03M
Name Holding Trade Value Shares
Change 		Shares
Change %
DFCM
126
Dark Forest Capital Management
Puerto Rico
$16K +$10.3K +125 +181%
Fidelity Investments
127
Fidelity Investments
Massachusetts
$12K -$7.72M -91,406 -100%
SWA
128
Sutton Wealth Advisors
Florida
$10.1K +$10.1K +124 New
NFSG
129
Newbridge Financial Services Group
Florida
$10K – – –
PWMG
130
Prestige Wealth Management Group
New Jersey
$10K – – –
HPC
131
HM Payson & Co
Maine
$8K – – –
SPIA
132
Steward Partners Investment Advisory
New York
$7K – – –
SGAM
133
Smith Group Asset Management
Texas
$7K +$7K +90 New
PMFA
134
Plante Moran Financial Advisors
Michigan
$6K +$6K +70 New
TFO
135
Tarbox Family Office
California
$4K – – –
EI
136
Ellevest Inc
New York
$4K +$2.37K +32 +145%
HI
137
Harbour Investments
Wisconsin
$3K – – –
MAM
138
McCarthy Asset Management
California
$3K – – –
QCG
139
Quadrant Capital Group
Ohio
$3K – – –
ST
140
Sageworth Trust
Pennsylvania
$3K – – –
US Bancorp
141
US Bancorp
Minnesota
$2K +$500 +5 +33%
PFBT
142
Parkside Financial Bank & Trust
Missouri
$2K +$2K +20 New
HA
143
Herold Advisors
New York
$2K +$2K +25 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$2K +$2K +29 New
Osaic Holdings
145
Osaic Holdings
Arizona
$1K -$14.4K -244 -93%
SIC
146
Salem Investment Counselors
North Carolina
$1K – – –
PA
147
Parallel Advisors
California
$1K +$1K +8 New
Victory Capital Management
148
Victory Capital Management
Texas
– -$20.7M -222,573 Closed
Acadian Asset Management
149
Acadian Asset Management
Massachusetts
– -$11.5M -123,929 Closed
Balyasny Asset Management
150
Balyasny Asset Management
Illinois
– -$5.72M -61,600 Closed
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6
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