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VTNR

Vertex Energy, Inc

Delisted

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

36 hedge funds and large institutions have $12.5M invested in Vertex Energy, Inc in 2016 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 6 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,025% more call options, than puts

Call options by funds: $90K | Put options by funds: $8K

79% more capital invested

Capital invested by funds: $7M → $12.5M (+$5.5M)

14% less funds holding

Funds holding: 4236 (-6)

33% less repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 9

75% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 8

Holders
36
Holders Change
-6
Holders Change %
-14.29%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
6
Reduced
9
Closed
8
Calls
$90K
Puts
$8K
Net Calls
+$82K
Net Calls Change
+$81K
Name Holding Trade Value Shares
Change
Change in
Stake
Wellington Management Group
1
Wellington Management Group
Massachusetts
$2.91M +$714K +481,933 +48%
AAP
2
Ardsley Advisory Partners
Connecticut
$2.18M +$14.6K +9,833 +1%
TMC
3
Trellus Management Company
Florida
$1.6M
RAM
4
Redmond Asset Management
Virginia
$1.34M -$30.1K -20,332 -3%
Vanguard Group
5
Vanguard Group
Pennsylvania
$1.07M +$14.3K +9,618 +2%
SWM
6
Segment Wealth Management
Texas
$987K
BCA
7
Benchmark Capital Advisors
New York
$678K +$159K +107,000 +44%
AWE
8
Avidian Wealth Enterprises
Texas
$436K
VOAM
9
Vertex One Asset Management
British Columbia, Canada
$423K
California Public Employees Retirement System
10
California Public Employees Retirement System
California
$151K
Stifel Financial
11
Stifel Financial
Missouri
$149K -$23.3K -15,742 -17%
BFA
12
BlackRock Fund Advisors
California
$101K -$6.2K -4,184 -7%
GCP
13
GSA Capital Partners
United Kingdom
$81K
Northern Trust
14
Northern Trust
Illinois
$81K
MMPW
15
Mitchell McLeod Pugh & Williams
Alabama
$39K
FIM
16
Freedom Investment Management
Connecticut
$33K +$25.1K +16,939 New
Goldman Sachs
17
Goldman Sachs
New York
$32K -$3.79K -2,556 -14%
Bank of New York Mellon
18
Bank of New York Mellon
New York
$30K +$28 +19 +0.1%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$28K
LPL Financial
20
LPL Financial
California
$25K
VKH
21
Virtu KCG Holdings
New York
$21K -$18.2K -12,314 -54%
AIM
22
Advantage Investment Management
Iowa
$21K
Citadel Advisors
23
Citadel Advisors
Florida
$20K -$20.8K -14,034 -58%
SGS
24
Sterling Global Strategies
California
$20K
Morgan Stanley
25
Morgan Stanley
New York
$11K -$4.51K -3,044 -35%

VTNR Hedge Fund Activity: Q1 2016 in Review

36 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Vertex Energy, Inc (VTNR) for Q1 2016, worth a combined $12.5M — up 79% from $7M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of VTNR and 2 opened new positions — a net loss of 6 holders — while 9 trimmed existing stakes and 6 added.

The largest buyer was Wellington Management Group, adding an estimated $714K. The largest seller was Redmond Asset Management, cutting an estimated $30.1K.

  • 36 institutional investors held Vertex Energy, Inc (VTNR) as of Q1 2016, down from 42 in Q4 2015.
  • Funds reported $12.5M of Vertex Energy, Inc stock for Q1 2016, up 79% quarter-over-quarter.
  • 2 funds opened new Vertex Energy, Inc positions in Q1 2016 and 8 closed out, a net change of -6 holders.
  • The largest Vertex Energy, Inc buyer in Q1 2016 was Wellington Management Group, an estimated $714K added.
  • The largest Vertex Energy, Inc seller in Q1 2016 was Redmond Asset Management, an estimated $30.1K sold.

Based on aggregated 13F filings for Q1 2016.