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VTNR

Vertex Energy, Inc

Delisted

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

73 hedge funds and large institutions have $176M invested in Vertex Energy, Inc in 2021 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,308% more capital invested

Capital invested by funds: $12.5M → $176M (+$163M)

433% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 9

133% more repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 6

115% more funds holding

Funds holding: 3473 (+39)

24% less call options, than puts

Call options by funds: $22.4M | Put options by funds: $29.2M

Holders
73
Holders Change
+39
Holders Change %
+114.71%
% of All Funds
1.27%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
48
Increased
14
Reduced
6
Closed
9
Calls
$22.4M
Puts
$29.2M
Net Calls
-$6.87M
Net Calls Change
-$6.73M
Name Holding Trade Value Shares
Change
Change in
Stake
TMC
1
Trellus Management Company
Florida
$29.5M +$6.48M +1,563,967 +236%
Vanguard Group
2
Vanguard Group
Pennsylvania
$20.2M +$151K +36,428 +2%
TCM
3
Tensile Capital Management
California
$19.8M
BlackRock
4
BlackRock
New York
$17.4M +$5.38M +1,297,015 +8,368%
ACG
5
Aventail Capital Group
New York
$13.3M +$4.16M +1,004,175 New
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$9.76M +$2.45M +591,521 +405%
Group One Trading
7
Group One Trading
Illinois
$8.12M +$2.54M +613,645 New
SWM
8
Segment Wealth Management
Texas
$7.13M
RCM
9
Ratan Capital Management
Florida
$6.19M +$1.94M +467,906 New
Millennium Management
10
Millennium Management
New York
$4.13M +$1.29M +312,208 New
ACA
11
Apis Capital Advisors
New York
$3.31M +$1.04M +250,000 New
Geode Capital Management
12
Geode Capital Management
Massachusetts
$3.07M +$77.1K +18,607 +9%
SC
13
Skylands Capital
Wisconsin
$2.59M +$812K +195,856 New
Citadel Advisors
14
Citadel Advisors
Florida
$2.54M +$648K +156,255 +442%
Morgan Stanley
15
Morgan Stanley
New York
$1.74M -$304K -73,363 -36%
MWNA
16
Marshall Wace North America
New York
$1.62M +$508K +122,578 New
EGM
17
Engineers Gate Manager
New York
$1.58M +$495K +119,387 New
OQS
18
Occudo Quantitative Strategies
Florida
$1.48M +$463K +111,581 New
CG
19
Cutler Group
California
$1.38M +$433K +104,565 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$1.32M
Renaissance Technologies
21
Renaissance Technologies
New York
$1.21M -$2.61M -630,418 -87%
OIM
22
Oracle Investment Management
Connecticut
$1.19M +$373K +90,000 New
Jane Street
23
Jane Street
New York
$1.19M +$372K +89,852 New
BU
24
BBVA USA
Alabama
$1.06M +$333K +80,345 New
State Street
25
State Street
Massachusetts
$984K +$308K +74,400 New

VTNR Hedge Fund Activity: Q2 2021 in Review

73 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Vertex Energy, Inc (VTNR) for Q2 2021, worth a combined $176M — up 1,308% from $12.5M a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new VTNR positions and 9 closed out — a net gain of 39 holders — while 14 added to existing stakes and 6 trimmed.

The largest buyer was Trellus Management Company, adding an estimated $6.48M. The largest seller was Wasatch Advisors, exiting entirely with an estimated $3.55M sold.

  • 73 institutional investors held Vertex Energy, Inc (VTNR) as of Q2 2021, up from 34 in Q1 2021.
  • Funds reported $176M of Vertex Energy, Inc stock for Q2 2021, up 1,308% quarter-over-quarter.
  • 48 funds opened new Vertex Energy, Inc positions in Q2 2021 and 9 closed out, a net change of +39 holders.
  • The largest Vertex Energy, Inc buyer in Q2 2021 was Trellus Management Company, an estimated $6.48M added.
  • The largest Vertex Energy, Inc seller in Q2 2021 was Wasatch Advisors, an estimated $3.55M sold.

Based on aggregated 13F filings for Q2 2021.