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Vital Energy
VTLE

Overview Fund Activity

216 hedge funds and large institutions have $1.11B invested in Vital Energy in 2023 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 93 increasing their positions, 56 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
-2
Holders Change %
-0.92%
% of All Funds
3.17%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
48
Increased
93
Reduced
56
Closed
49
Calls
$70M
Puts
$22M
Net Calls
+$48M
Net Calls Change
+$50.8M

Top Buyers

1
RH
1
Riverstone Holdings
New York
$153M
2
BlackRock
2
BlackRock
New York
$177M
3
State Street
3
State Street
Massachusetts
$101M
4
Vanguard Group
4
Vanguard Group
Pennsylvania
$82.6M
5
Morgan Stanley
5
Morgan Stanley
New York
$49.4M

Top Sellers

1
ACG
1
Aventail Capital Group
New York
$31.8M
2
Millennium Management
2
Millennium Management
New York
$10.1M
3
ZP
3
Zimmer Partners
New York
$0
4
Balyasny Asset Management
4
Balyasny Asset Management
Illinois
$4.98M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$2.31M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
176
Centerpoint Advisors
Massachusetts
$97K +$2.28K +50 +2%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$94.6K +$45 +1 +0%
PNC Financial Services Group
178
PNC Financial Services Group
Pennsylvania
$73.7K -$6.05K -133 -8%
CWA
179
Carolina Wealth Advisors
South Carolina
$66.9K – – –
Fidelity Investments
180
Fidelity Investments
Massachusetts
$60.9K -$24.4K -537 -29%
MLICM
181
Metropolitan Life Insurance Company (MetLife)
New York
$60.4K +$13.1K +289 +28%
CCMW
182
Cypress Capital Management (Wyoming)
Wyoming
$44.6K – – –
QCG
183
Quadrant Capital Group
Ohio
$42.6K +$12.6K +277 +42%
PIM
184
Platinum Investment Management
Australia
$39K – – –
KBC Group
185
KBC Group
Belgium
$37K – – –
GI
186
GAMMA Investing
California
$33.2K +$33.2K +757 New
OP
187
ORG Partners
Indiana
$25.9K +$13K +285 +100%
S
188
SignatureFD
Georgia
$24.2K +$12.8K +282 +113%
PA
189
Parallel Advisors
California
$19.9K +$2.23K +49 +13%
CAS
190
Coppell Advisory Solutions
Texas
$17.1K +$17.1K +377 New
Carson Wealth (CWM LLC)
191
Carson Wealth (CWM LLC)
Nebraska
$10K +$311 +7 +3%
US Bancorp
192
US Bancorp
Minnesota
$6.73K +$1.14K +25 +20%
A
193
AJOVista
Massachusetts
$5.37K +$5.37K +118 New
IA
194
IFP Advisors
Florida
$5.1K -$364 -8 -7%
SPIA
195
Steward Partners Investment Advisory
New York
$4.14K – – –
PWMG
196
Prestige Wealth Management Group
New Jersey
$4.14K – – –
LC
197
Lindbrook Capital
California
$4.05K +$4.05K +89 New
FFA
198
Farther Finance Advisors
California
$3.91K +$3.91K +86 New
W
199
WealthCollab
Washington
$3.32K +$3.32K +73 New
HNB
200
Huntington National Bank
Ohio
$2.55K -$224 -5 -8%
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