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VTNR

Vertex Energy, Inc

Delisted

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

51 hedge funds and large institutions have $14.4M invested in Vertex Energy, Inc in 2015 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 13 increasing their positions, 16 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% less funds holding

Funds holding: 5451 (-3)

18% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 17

19% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 16

32% less capital invested

Capital invested by funds: $21.3M → $14.4M (-$6.9M)

76% less call options, than puts

Call options by funds: $51K | Put options by funds: $210K

Holders
51
Holders Change
-3
Holders Change %
-5.56%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
13
Reduced
16
Closed
17
Calls
$51K
Puts
$210K
Net Calls
-$159K
Net Calls Change
-$91K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.68M
TMC
2
Trellus Management Company
Florida
$1.95M +$2.07M +767,080 +1,412%
AAP
3
Ardsley Advisory Partners
Connecticut
$1.55M +$2.61M +967,743 New
RAM
4
Redmond Asset Management
Virginia
$1.33M +$960K +356,454 +174%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.2M -$2.38K -884 -0.2%
SWM
6
Segment Wealth Management
Texas
$1.18M -$8.08K -3,000 -0.6%
VOAM
7
Vertex One Asset Management
British Columbia, Canada
$561K +$242K +89,700 +61%
BCA
8
Benchmark Capital Advisors
New York
$540K -$13.5K -5,000 -2%
AWE
9
Avidian Wealth Enterprises
Texas
$530K -$1.55M -576,402 -72%
Stifel Financial
10
Stifel Financial
Missouri
$317K +$169K +62,603 +88%
Northern Trust
11
Northern Trust
Illinois
$287K -$38.1K -14,159 -10%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$188K -$26.6K -9,873 -11%
Millennium Management
13
Millennium Management
New York
$185K +$1.41K +524 +0.7%
California Public Employees Retirement System
14
California Public Employees Retirement System
California
$184K
Goldman Sachs
15
Goldman Sachs
New York
$178K +$104K +38,789 +107%
CS
16
Credit Suisse
Switzerland
$139K +$158K +58,761 New
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$134K +$118K +43,683 +336%
BFA
18
BlackRock Fund Advisors
California
$132K -$920K -341,595 -86%
BL
19
Bolton LP
Connecticut
$120K +$136K +50,600 New
GCP
20
GSA Capital Partners
United Kingdom
$117K -$204K -75,845 -61%
AQR Capital Management
21
AQR Capital Management
Connecticut
$83K -$122K -45,412 -56%
Deutsche Bank
22
Deutsche Bank
Germany
$75K +$86.9K +32,279 +1,075,967%
Morgan Stanley
23
Morgan Stanley
New York
$71K +$5.26K +1,954 +7%
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$60K -$86.4K -32,100 -56%
FWM
25
Frontier Wealth Management
Missouri
$56K

VTNR Hedge Fund Activity: Q2 2015 in Review

51 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Vertex Energy, Inc (VTNR) for Q2 2015, worth a combined $14.4M — down 32% from $21.3M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of VTNR and 14 opened new positions — a net loss of 3 holders — while 16 trimmed existing stakes and 13 added.

The largest buyer was Ardsley Advisory Partners, opening a new position worth an estimated $2.61M. The largest seller was Avidian Wealth Enterprises, cutting an estimated $1.55M.

  • 51 institutional investors held Vertex Energy, Inc (VTNR) as of Q2 2015, down from 54 in Q1 2015.
  • Funds reported $14.4M of Vertex Energy, Inc stock for Q2 2015, down 32% quarter-over-quarter.
  • 14 funds opened new Vertex Energy, Inc positions in Q2 2015 and 17 closed out, a net change of -3 holders.
  • The largest Vertex Energy, Inc buyer in Q2 2015 was Ardsley Advisory Partners, an estimated $2.61M added.
  • The largest Vertex Energy, Inc seller in Q2 2015 was Avidian Wealth Enterprises, an estimated $1.55M sold.

Based on aggregated 13F filings for Q2 2015.