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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 %
MIM
201
Macroview Investment Management
Maryland
$1.27K – – –
LIS
202
Legacy Investment Solutions
Idaho
$1.22K +$1.22K +40 New
LWMI
203
Legacy Wealth Management (Idaho)
Idaho
$1.22K +$1.22K +40 New
C
204
Covestor
United Kingdom
$1K +$400 +12 +67%
Bessemer Group
205
Bessemer Group
New Jersey
$1K +$1K +40 New
WSFS
206
Wilmington Savings Fund Society
Delaware
$888 +$888 +33 New
PA
207
PSI Advisors
Florida
$808 – – –
CPA
208
Capital Performance Advisors
California
$753 +$753 +28 New
EWA
209
EverSource Wealth Advisors
Alabama
$699 +$376 +14 +117%
WPA
210
West Paces Advisors
Georgia
$673 – – –
RIL
211
Rothschild Investment LLC
Illinois
$673 +$673 +25 New
CFGS
212
Concourse Financial Group Securities
Alabama
$672 +$672 +25 New
BF
213
BOK Financial
Oklahoma
$635 +$635 +21 New
PA
214
Pineridge Advisors
Missouri
$457 – – –
FMII
215
Farmers & Merchants Investments Inc
Nebraska
$350 – – –
BIA
216
Bell Investment Advisors
California
$350 +$350 +13 New
FFA
217
Farther Finance Advisors
California
$135 -$189 -7 -58%
MFG
218
Mendota Financial Group
Wisconsin
$135 +$135 +5 New
IAIM
219
International Assets Investment Management
Florida
$75 +$72 +1,943 +2,591%
DCM
220
Discovery Capital Management
Connecticut
– -$13.1M -291,267 Closed
ECM
221
ExodusPoint Capital Management
New York
– -$4.42M -98,513 Closed
SCM
222
SIR Capital Management
New York
– -$3.53M -78,800 Closed
GRA
223
Goehring & Rozencwajg Associates
New York
– -$2.44M -54,443 Closed
GCM
224
Ghisallo Capital Management
Massachusetts
– -$1.12M -25,000 Closed
TSS
225
Two Sigma Securities
New York
– -$1.06M -23,600 Closed
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