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VTNR

Vertex Energy, Inc

Delisted

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

26 hedge funds and large institutions have $4.37M invested in Vertex Energy, Inc in 2018 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 4 increasing their positions, 10 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less capital invested

Capital invested by funds: $4.97M → $4.37M (-$607K)

13% less funds holding

Funds holding: 3026 (-4)

60% less repeat investments, than reductions

Existing positions increased: 4 | Existing positions reduced: 10

75% less first-time investments, than exits

New positions opened: 1 | Existing positions closed: 4

Holders
26
Holders Change
-4
Holders Change %
-13.33%
% of All Funds
0.6%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
1
Increased
4
Reduced
10
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TMC
1
Trellus Management Company
Florida
$871K
VOAM
2
Vertex One Asset Management
British Columbia, Canada
$607K -$358K -326,774 -36%
Vanguard Group
3
Vanguard Group
Pennsylvania
$600K -$12.4K -11,329 -2%
SWM
4
Segment Wealth Management
Texas
$588K +$54.2K +49,455 +10%
BCA
5
Benchmark Capital Advisors
New York
$379K
RAM
6
Redmond Asset Management
Virginia
$378K
AAP
7
Ardsley Advisory Partners
Connecticut
$175K +$181K +165,413 New
PGCM
8
Prescott Group Capital Management
Oklahoma
$167K -$110K -100,000 -39%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$93K
BlackRock
10
BlackRock
New York
$86K +$6.89K +6,286 +8%
Renaissance Technologies
11
Renaissance Technologies
New York
$84K +$3.76K +3,433 +5%
Deutsche Bank
12
Deutsche Bank
Germany
$84K +$7.41K +6,759 +9%
California Public Employees Retirement System
13
California Public Employees Retirement System
California
$82K
FIM
14
Freedom Investment Management
Connecticut
$41K -$4.02K -3,668 -9%
Northern Trust
15
Northern Trust
Illinois
$36K -$7.11K -6,486 -16%
MMPW
16
Mitchell McLeod Pugh & Williams
Alabama
$21K
AIM
17
Advantage Investment Management
Iowa
$14K
Bank of New York Mellon
18
Bank of New York Mellon
New York
$13K -$1.53K -1,400 -10%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$13K
Stifel Financial
20
Stifel Financial
Missouri
$12K -$12.6K -11,532 -49%
TFS
21
TrustCore Financial Services
Tennessee
$12K
SGS
22
Sterling Global Strategies
California
$11K
Bank of America
23
Bank of America
North Carolina
$1K -$47 -43 -3%
PAG
24
Private Advisor Group
New Jersey
-$43K -38,250 Closed
VF
25
Virtu Financial
New York
-$24K -21,118 Closed

VTNR Hedge Fund Activity: Q2 2018 in Review

26 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in Vertex Energy, Inc (VTNR) for Q2 2018, worth a combined $4.37M — down 12% from $4.97M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of VTNR and 1 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 4 added.

The largest buyer was Ardsley Advisory Partners, opening a new position worth an estimated $181K. The largest seller was Vertex One Asset Management, cutting an estimated $358K.

  • 26 institutional investors held Vertex Energy, Inc (VTNR) as of Q2 2018, down from 30 in Q1 2018.
  • Funds reported $4.37M of Vertex Energy, Inc stock for Q2 2018, down 12% quarter-over-quarter.
  • 1 fund opened new Vertex Energy, Inc positions in Q2 2018 and 4 closed out, a net change of -3 holders.
  • The largest Vertex Energy, Inc buyer in Q2 2018 was Ardsley Advisory Partners, an estimated $181K added.
  • The largest Vertex Energy, Inc seller in Q2 2018 was Vertex One Asset Management, an estimated $358K sold.

Based on aggregated 13F filings for Q2 2018.