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Vital Energy
VTLE

Overview Fund Activity

220 hedge funds and large institutions have $752M invested in Vital Energy in 2024 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 101 increasing their positions, 46 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
220
Holders Change
+6
Holders Change %
+2.8%
% of All Funds
3.18%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.07%
New
46
Increased
101
Reduced
46
Closed
39
Calls
$52.9M
Puts
$48.1M
Net Calls
+$4.82M
Net Calls Change
-$76.4M

Top Buyers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$24.6M
2
WHG
2
Westwood Holdings Group
Texas
$56.4M
3
TCM
3
Tributary Capital Management
Nebraska
$7.95M
4
State Street
4
State Street
Massachusetts
$47.2M
5
American Century Companies
5
American Century Companies
Missouri
$12M

Top Sellers

1
PEP
1
Pickering Energy Partners
Texas
$673K
2
DCM
2
Discovery Capital Management
Connecticut
$0
3
ACG
3
Aventail Capital Group
New York
$8.07M
4
Morgan Stanley
4
Morgan Stanley
New York
$11.6M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$8.75M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
176
LGT Financial Advisors
Texas
$14.1K +$14.1K +524 New
MPWT
177
MassMutual Private Wealth & Trust
Connecticut
$12K +$7.86K +292 +188%
HCA
178
Harbor Capital Advisors
Illinois
$11K +$11K +397 New
CAS
179
Coppell Advisory Solutions
Texas
$10.2K – – –
UB
180
UMB Bank
Missouri
$9.25K +$8.5K +316 +1,129%
OP
181
ORG Partners
Indiana
$8.55K +$888 +33 +12%
LC
182
Lindbrook Capital
California
$8.47K +$5.7K +212 +206%
Barrow, Hanley, Mewhinney & Strauss
183
Barrow, Hanley, Mewhinney & Strauss
Texas
$8.04K -$188 -7 -2%
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$7.8K -$4.49K -167 -37%
CCMW
185
Cypress Capital Management (Wyoming)
Wyoming
$6.05K -$15.5K -575 -72%
VWM
186
Venturi Wealth Management
Texas
$5.25K +$5.25K +195 New
W
187
WealthCollab
Washington
$4.09K +$2.83K +105 +223%
CA
188
Centerpoint Advisors
Massachusetts
$4K -$53.3K -2,000 -93%
AF
189
Allworth Financial
California
$3.66K +$861 +32 +31%
PTC
190
Private Trust Company
Ohio
$3.34K +$3.34K +124 New
GRP
191
Global Retirement Partners
California
$3.2K +$2.04K +76 +177%
PWMG
192
Prestige Wealth Management Group
New Jersey
$2.8K +$350 +13 +14%
SCM
193
Sterling Capital Management
North Carolina
$2.72K +$2.72K +101 New
SAM
194
Smartleaf Asset Management
Massachusetts
$2.51K -$1.54K -57 -38%
HNB
195
Huntington National Bank
Ohio
$2.37K +$692 +26 +41%
PWMG
196
Private Wealth Management Group
New Jersey
$2.31K +$2.31K +86 New
VCM
197
Versant Capital Management
Arizona
$1.96K -$2.21K -82 -53%
PS
198
Principal Securities
Iowa
$1.83K +$1.83K +68 New
Jones Financial Companies
199
Jones Financial Companies
Missouri
$1.35K – – –
SPIA
200
Steward Partners Investment Advisory
New York
$1.35K – – –
6 7
8
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