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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 %
AF
201
Allworth Financial
California
$2.28K +$364 +8 +19%
MIM
202
Macroview Investment Management
Maryland
$2.14K -$3.5K -77 -62%
FFO
203
Fortitude Family Office
Arizona
$1.82K +$1.82K +40 New
WPA
204
West Paces Advisors
Georgia
$1.14K – – –
AW
205
Avion Wealth
Texas
$1K +$1K +11 New
C
206
Covestor
United Kingdom
$1K +$923 +24 +1,200%
PA
207
Pineridge Advisors
Missouri
$955 +$955 +21 New
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$819 -$22.8K -500 -97%
VCM
209
Versant Capital Management
Arizona
$773 -$682 -15 -47%
Barrow, Hanley, Mewhinney & Strauss
210
Barrow, Hanley, Mewhinney & Strauss
Texas
$728 +$728 +16 New
FMII
211
Farmers & Merchants Investments Inc
Nebraska
$591 – – –
EWA
212
EverSource Wealth Advisors
Alabama
$455 – – –
PFBT
213
Parkside Financial Bank & Trust
Missouri
$364 -$2.46K -54 -87%
AWM
214
Abound Wealth Management
Tennessee
$273 +$273 +6 New
Federated Hermes
215
Federated Hermes
Pennsylvania
$91 -$6.57M -144,360 -100%
ZP
216
Zimmer Partners
New York
– -$9.42M -170,000 Closed
HF
217
HRT Financial
New York
– -$6.29M -113,564 Closed
PCM
218
Portolan Capital Management
Massachusetts
– -$3.1M -55,873 Closed
Alyeska Investment Group
219
Alyeska Investment Group
Illinois
– -$3.06M -55,279 Closed
MIM
220
Monashee Investment Management
Massachusetts
– -$3.05M -55,000 Closed
HighTower Advisors
221
HighTower Advisors
Illinois
– -$1.73M -31,200 Closed
IAS
222
IMA Advisory Services
Colorado
– -$1.64M -29,515 Closed
CSS
223
Cubist Systematic Strategies
Connecticut
– -$1.53M -27,653 Closed
AIM
224
Aigen Investment Management
New York
– -$1.53M -27,595 Closed
ECM
225
ExodusPoint Capital Management
New York
– -$1.23M -22,187 Closed
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