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Vital Energy
VTLE

Overview Fund Activity

230 hedge funds and large institutions have $900M invested in Vital Energy in 2024 Q4 according to their latest regulatory filings, with 48 funds opening new positions, 86 increasing their positions, 63 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+10
Holders Change %
+4.55%
% of All Funds
3.06%
Holding in Top 10
3
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-40%
% of All Funds
0.04%
New
48
Increased
86
Reduced
63
Closed
36
Calls
$68.5M
Puts
$54.1M
Net Calls
+$14.5M
Net Calls Change
+$9.64M

Top Buyers

1
WP
1
Woodline Partners
California
$39.4M
2
CM
2
Condire Management
Texas
$19.1M
3
BlackRock
3
BlackRock
New York
$148M
4
UBS Group
4
UBS Group
Switzerland
$11M
5
Morgan Stanley
5
Morgan Stanley
New York
$20.9M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$7.63M
2
AA
2
Ancient Art
Texas
$0
3
LIA
3
LSP Investment Advisors
New York
$0
4
State Street
4
State Street
Massachusetts
$47.1M
5
Man Group
5
Man Group
United Kingdom
$3.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
201
Centerpoint Advisors
Massachusetts
$5K – – –
PTC
202
Private Trust Company
Ohio
$4.85K +$1.02K +33 +27%
W
203
WealthCollab
Washington
$4.76K +$62 +2 +1%
SAM
204
Smartleaf Asset Management
Massachusetts
$4.06K +$1.3K +44 +47%
EWA
205
EverSource Wealth Advisors
Alabama
$3.43K +$2.63K +85 +327%
PWMG
206
Prestige Wealth Management Group
New Jersey
$3.22K – – –
PS
207
Principal Securities
Iowa
$2.75K +$649 +21 +31%
PA
208
PSI Advisors
Florida
$2.66K +$1.73K +56 +187%
GRP
209
Global Retirement Partners
California
$2.16K -$1.52K -49 -41%
C
210
Covestor
United Kingdom
$2K +$846 +22 +73%
AW
211
Avion Wealth
Texas
$2K +$1.14K +40 +133%
Jones Financial Companies
212
Jones Financial Companies
Missouri
$1.55K – – –
SPIA
213
Steward Partners Investment Advisory
New York
$1.55K – – –
LIS
214
Legacy Investment Solutions
Idaho
$1.23K -$32 -1 -3%
LWMI
215
Legacy Wealth Management (Idaho)
Idaho
$1.23K -$32 -1 -3%
RIL
216
Rothschild Investment LLC
Illinois
$1.08K +$309 +10 +40%
WSFS
217
Wilmington Savings Fund Society
Delaware
$1.02K – – –
Bessemer Group
218
Bessemer Group
New Jersey
$1K – – –
CPG
219
Cornerstone Planning Group
New Jersey
$956 +$956 +28 New
SWM
220
Spire Wealth Management
Virginia
$866 +$866 +28 New
WPA
221
West Paces Advisors
Georgia
$773 – – –
FFA
222
Farther Finance Advisors
California
$742 +$587 +19 +380%
RPA
223
Redwood Park Advisors
California
$650 +$650 +21 New
PFBT
224
Parkside Financial Bank & Trust
Missouri
$619 +$619 +20 New
PA
225
Pineridge Advisors
Missouri
$526 – – –
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9
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