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VTNR

Vertex Energy, Inc

Delisted

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

39 hedge funds and large institutions have $12.3M invested in Vertex Energy, Inc in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 13 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

14% less capital invested

Capital invested by funds: $14.4M → $12.3M (-$2.07M)

24% less funds holding

Funds holding: 5139 (-12)

31% less repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 13

53% less call options, than puts

Call options by funds: $51K | Put options by funds: $109K

80% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 15

Holders
39
Holders Change
-12
Holders Change %
-23.53%
% of All Funds
1.09%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
9
Reduced
13
Closed
15
Calls
$51K
Puts
$109K
Net Calls
-$58K
Net Calls Change
+$101K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.42M
TMC
2
Trellus Management Company
Florida
$1.76M
RAM
3
Redmond Asset Management
Virginia
$1.51M +$325K +146,626 +26%
AAP
4
Ardsley Advisory Partners
Connecticut
$1.38M -$714K -322,581 -33%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.12M +$41.8K +18,851 +4%
SWM
6
Segment Wealth Management
Texas
$1.06M
BCA
7
Benchmark Capital Advisors
New York
$530K +$44.3K +20,000 +9%
AWE
8
Avidian Wealth Enterprises
Texas
$479K
VOAM
9
Vertex One Asset Management
British Columbia, Canada
$464K -$44.3K -20,000 -8%
Stifel Financial
10
Stifel Financial
Missouri
$251K -$36.4K -16,434 -12%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$170K +$416 +188 +0.2%
California Public Employees Retirement System
12
California Public Employees Retirement System
California
$166K
Millennium Management
13
Millennium Management
New York
$129K -$39.1K -17,634 -23%
Goldman Sachs
14
Goldman Sachs
New York
$125K -$36.5K -16,466 -22%
BFA
15
BlackRock Fund Advisors
California
$116K -$3.19K -1,440 -3%
BL
16
Bolton LP
Connecticut
$108K
GCP
17
GSA Capital Partners
United Kingdom
$89K -$17.2K -7,758 -16%
Morgan Stanley
18
Morgan Stanley
New York
$51K -$12.8K -5,785 -19%
Baird Financial Group
19
Baird Financial Group
Wisconsin
$49K +$15K +6,790 +42%
Northern Trust
20
Northern Trust
Illinois
$48K -$218K -98,573 -81%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$46K -$8.86K -4,000 -16%
MMPW
22
Mitchell McLeod Pugh & Williams
Alabama
$43K +$44.9K +20,250 New
Bank of New York Mellon
23
Bank of New York Mellon
New York
$33K -$5.71K -2,579 -14%
AQR Capital Management
24
AQR Capital Management
Connecticut
$32K -$44.5K -20,109 -57%
AIM
25
Advantage Investment Management
Iowa
$28K

VTNR Hedge Fund Activity: Q3 2015 in Review

39 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Vertex Energy, Inc (VTNR) for Q3 2015, worth a combined $12.3M — down 14% from $14.4M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of VTNR and 3 opened new positions — a net loss of 12 holders — while 13 trimmed existing stakes and 9 added.

The largest buyer was Redmond Asset Management, adding an estimated $325K. The largest seller was Ardsley Advisory Partners, cutting an estimated $714K.

  • 39 institutional investors held Vertex Energy, Inc (VTNR) as of Q3 2015, down from 51 in Q2 2015.
  • Funds reported $12.3M of Vertex Energy, Inc stock for Q3 2015, down 14% quarter-over-quarter.
  • 3 funds opened new Vertex Energy, Inc positions in Q3 2015 and 15 closed out, a net change of -12 holders.
  • The largest Vertex Energy, Inc buyer in Q3 2015 was Redmond Asset Management, an estimated $325K added.
  • The largest Vertex Energy, Inc seller in Q3 2015 was Ardsley Advisory Partners, an estimated $714K sold.

Based on aggregated 13F filings for Q3 2015.