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Vital Energy
VTLE

Overview Fund Activity

163 hedge funds and large institutions have $4.38B invested in Vital Energy in 2014 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
-8
Holders Change %
-4.68%
% of All Funds
4.69%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
29
Increased
82
Reduced
39
Closed
37
Calls
$16.2M
Puts
$16.2M
Net Calls
-$22K
Net Calls Change
-$15M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$273M
2
Invesco
Invesco
Georgia
$62.6M
3
Lord, Abbett & Co
Lord, Abbett & Co
New Jersey
$83.4M
4
KL
KGH Ltd
Bahamas
$21.8M
5
FIM
FourPoints Investment Managers
France
$21.4M

Top Sellers

1
RIM
RS Investment Management
California
$67.4M
2
WP
Warburg Pincus
New York
$1.79B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$74.8M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$135M
5
HLA
Hamilton Lane Advisors
Pennsylvania
$21.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
151
Evercore Wealth Management
New York
$29K +$6.79K +11 +31%
WAM
152
Wolverine Asset Management
Illinois
$21K -$54K -90 -72%
Citigroup
153
Citigroup
New York
$20K -$605K -999 -97%
BRWM
154
B. Riley Wealth Management
Tennessee
$17K +$17K +28 New
Parallax Volatility Advisers
155
Parallax Volatility Advisers
California
$13K +$13K +21 New
BCMIO
156
Beacon Capital Management Inc (Ohio)
Ohio
$10K – – –
TWA
157
TCI Wealth Advisors
Arizona
$9K – – –
PMAM
158
Picton Mahoney Asset Management
Ontario, Canada
$8.41K +$8.41K +13,575 New
Envestnet Asset Management
159
Envestnet Asset Management
Illinois
$7K +$4.46K +7 +175%
EFSCE
160
Enterprise Financial Services Corp (EFSC)
Missouri
$6K -$3.6K -6 -38%
Creative Planning
161
Creative Planning
Kansas
$3K +$3K +5 New
JIC
162
Joel Isaacson & Co
New York
$3K +$3K +6 New
Northwestern Mutual Wealth Management
163
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2K +3 New
SCM
164
Steadfast Capital Management
New York
– -$9.01M -17,419 Closed
WMSA
165
Weiss Multi-Strategy Advisers
New York
– -$5.17M -10,000 Closed
OAM
166
Oxford Asset Management
United Kingdom
– -$3.4M -6,572 Closed
HT
167
HAP Trading
New York
– -$3.19M -6,161 Closed
Renaissance Technologies
168
Renaissance Technologies
New York
– -$2.96M -5,719 Closed
KKRC
169
Kohlberg Kravis Roberts & Co
New York
– -$2.64M -5,100 Closed
Fidelity International
170
Fidelity International
Bermuda
– -$2.5M -4,840 Closed
SOMRS
171
State of Michigan Retirement System
Michigan
– -$1.96M -3,787 Closed
SCM
172
Stux Capital Management
New York
– -$1.93M -3,725 Closed
AAMU
173
Amundi Asset Management US
Massachusetts
– -$1.29M -2,500 Closed
SEP
174
Sound Energy Partners
Connecticut
– -$1.12M -2,162 Closed
Group One Trading
175
Group One Trading
Illinois
– -$896K -1,732 Closed
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