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Vital Energy
VTLE

Overview Fund Activity

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
Holders
179
Holders Change
+7
Holders Change %
+4.07%
% of All Funds
2.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
55
Reduced
59
Closed
26
Calls
$54.6M
Puts
$45.8M
Net Calls
+$8.77M
Net Calls Change
-$16.1M

Top Buyers

1
TC
1
Teilinger Capital
Texas
$8.13M
2
Citadel Advisors
2
Citadel Advisors
Florida
$16.2M
3
Pacer Advisors
3
Pacer Advisors
Pennsylvania
$20M
4
Morgan Stanley
4
Morgan Stanley
New York
$17.5M
5
LP
5
LMR Partners
United Kingdom
$6.19M

Top Sellers

1
State Street
1
State Street
Massachusetts
$77.9M
2
Invesco
2
Invesco
Georgia
$15M
3
Millennium Management
3
Millennium Management
New York
$5.19M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$6.73M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
151
International Assets Investment Management
Florida
$25.5K +$25.5K +560 New
CFB
152
Cullen/Frost Bankers
Texas
$10.2K – – –
LC
153
Lindbrook Capital
California
$6.29K +$6.29K +138 New
NFSG
154
Newbridge Financial Services Group
Florida
$5.69K – – –
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$5K +$5K +116 New
S
156
SignatureFD
Georgia
$4.55K -$1.23K -27 -21%
PWMG
157
Prestige Wealth Management Group
New Jersey
$4.15K – – –
SPIA
158
Steward Partners Investment Advisory
New York
$4.14K – – –
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$4K +$1.1K +23 +38%
EI
160
Ellevest Inc
New York
$3.78K +$2.78K +61 +277%
US Bancorp
161
US Bancorp
Minnesota
$3.42K -$46 -1 -1%
PMFA
162
Plante Moran Financial Advisors
Michigan
$3.19K – – –
MPWT
163
MassMutual Private Wealth & Trust
Connecticut
$3.14K +$3.14K +69 New
CA
164
Centerpoint Advisors
Massachusetts
$3K +$3K +75 New
HPC
165
HM Payson & Co
Maine
$2.28K – – –
PFBT
166
Parkside Financial Bank & Trust
Missouri
$1.96K +$228 +5 +13%
HNB
167
Huntington National Bank
Ohio
$1.91K +$1.29K +29 +207%
BAM
168
Belpointe Asset Management
Nevada
$1.73K +$1.73K +38 New
IA
169
IFP Advisors
Florida
$1.67K -$3.24K -159 -66%
Barrow, Hanley, Mewhinney & Strauss
170
Barrow, Hanley, Mewhinney & Strauss
Texas
$1.46K – – –
VCM
171
Versant Capital Management
Arizona
$1.43K – – –
AF
172
Allworth Financial
California
$1.14K +$729 +16 +178%
GWSA
173
Global Wealth Strategies & Associates
Colorado
$911 +$911 +20 New
STCOSD
174
Sageworth Trust Company of South Dakota
South Dakota
$820 – – –
FMII
175
Farmers & Merchants Investments Inc
Nebraska
$455 – – –
4 5 6
7
8