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VTNR

Vertex Energy, Inc

Delisted

VTNR was delisted on the 7th of October, 2024.

20 hedge funds and large institutions have $8.51M invested in Vertex Energy, Inc in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 3 increasing their positions, 1 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

643% more capital invested

Capital invested by funds: $1.15M → $8.51M (+$7.36M)

200% more repeat investments, than reductions

Existing positions increased: 3 | Existing positions reduced: 1

150% more funds holding

Funds holding: 820 (+12)

Holders
20
Holders Change
+12
Holders Change %
+150%
% of All Funds
0.58%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
3
Reduced
1
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.22M +$2.05M +661,700 New
AAM
2
ACK Asset Management
Connecticut
$1.81M +$1.67M +539,600 New
NC
3
Northpointe Capital
Michigan
$851K +$815K +263,488 New
WA
4
Whitebox Advisors
Minnesota
$704K +$649K +210,000 New
BCA
5
Benchmark Capital Advisors
New York
$649K -$6.18K -2,000 -1%
PCM
6
Perritt Capital Management
Illinois
$646K +$596K +192,910 New
COPPSERS
7
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$493K +$455K +147,174 New
WPC
8
White Pine Capital
Minnesota
$322K +$91.2K +29,500 +44%
Vanguard Group
9
Vanguard Group
Pennsylvania
$196K +$12.4K +4,000 +7%
CIS
10
Connors Investor Services
Pennsylvania
$169K
PSC
11
Piper Sandler & Co
Minnesota
$142K +$131K +42,500 New
UOC
12
UBS O'Connor
Illinois
$105K +$96.8K +31,300 New
TMC
13
Trellus Management Company
Florida
$84K +$77.3K +25,000 New
BOTOTLSJU
14
Board of Trustees of The Leland Stanford Junior University
California
$54K +$49.5K +16,000 New
JIR
15
James Investment Research
Ohio
$21K
Ameriprise
16
Ameriprise
Minnesota
$17K +$15.5K +5,000 New
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$10K
U
18
UBS
Switzerland
$7K +$6.18K +2,000 New
TRCT
19
Tower Research Capital (TRC)
New York
$7K +$6.29K +2,034 New
Bank of America
20
Bank of America
North Carolina
$6K +$133 +43 +2%

VTNR Hedge Fund Activity: Q4 2013 in Review

20 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Vertex Energy, Inc (VTNR) for Q4 2013, worth a combined $8.51M — up 643% from $1.15M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new VTNR positions and 1 closed out — a net gain of 12 holders — while 3 added to existing stakes and 1 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $2.05M. The largest seller was Benchmark Capital Advisors, cutting an estimated $6.18K.

  • 20 institutional investors held Vertex Energy, Inc (VTNR) as of Q4 2013, up from 8 in Q3 2013.
  • Funds reported $8.51M of Vertex Energy, Inc stock for Q4 2013, up 643% quarter-over-quarter.
  • 13 funds opened new Vertex Energy, Inc positions in Q4 2013 and 1 closed out, a net change of +12 holders.
  • The largest Vertex Energy, Inc buyer in Q4 2013 was Wellington Management Group, an estimated $2.05M added.
  • The largest Vertex Energy, Inc seller in Q4 2013 was Benchmark Capital Advisors, an estimated $6.18K sold.

Based on aggregated 13F filings for Q4 2013.