We are live on ! Find out more
VTNR

Vertex Energy, Inc

Delisted

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

134 hedge funds and large institutions have $382M invested in Vertex Energy, Inc in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 37 increasing their positions, 26 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 28

64% more capital invested

Capital invested by funds: $232M → $382M (+$150M)

42% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 26

26% more funds holding

Funds holding: 106134 (+28)

5% more call options, than puts

Call options by funds: $51M | Put options by funds: $48.7M

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
134
Holders Change
+28
Holders Change %
+26.42%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
58
Increased
37
Reduced
26
Closed
28
Calls
$51M
Puts
$48.7M
Net Calls
+$2.32M
Net Calls Change
-$29.5M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$75.7M +$83.5M +7,048,174 +4,698%
BlackRock
2
BlackRock
New York
$36.6M +$20.1M +1,698,356 +95%
Vanguard Group
3
Vanguard Group
Pennsylvania
$26.2M +$5.84M +493,010 +25%
TMC
4
Trellus Management Company
Florida
$22.4M
ACG
5
Aventail Capital Group
New York
$16.6M -$9.75M -822,902 -34%
DCM
6
Driehaus Capital Management
Illinois
$13.9M +$15.6M +1,318,665 New
Morgan Stanley
7
Morgan Stanley
New York
$13.7M +$6.23M +525,823 +68%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$10.2M +$7.94M +669,725 +226%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$9.49M +$5.69M +480,115 +114%
Wells Fargo
10
Wells Fargo
California
$8.99M +$7.58M +639,245 +297%
Millennium Management
11
Millennium Management
New York
$8.9M -$115K -9,702 -1%
D.E. Shaw & Co
12
D.E. Shaw & Co
New York
$8.62M -$12M -1,010,705 -55%
Rafferty Asset Management
13
Rafferty Asset Management
New York
$7.26M +$8.18M +690,301 New
Qube Research & Technologies (QRT)
14
Qube Research & Technologies (QRT)
United Kingdom
$6.41M +$7.09M +598,114 +5,591%
SWM
15
Segment Wealth Management
Texas
$5.67M
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$5.01M +$5.64M +476,179 New
CM
17
CastleKnight Management
New York
$4.95M +$1.63M +137,300 +41%
Northern Trust
18
Northern Trust
Illinois
$4.74M +$4.4M +370,881 +468%
National Bank of Canada
19
National Bank of Canada
Quebec, Canada
$4.06M +$4.21M +355,200 +1,157%
N
20
Nuveen
North Carolina
$4.06M +$4.57M +385,825 New
EI
21
EAM Investors
California
$3.81M -$552K -46,545 -11%
Jane Street
22
Jane Street
New York
$3.52M +$2.21M +186,203 +126%
Voloridge Investment Management
23
Voloridge Investment Management
Florida
$3.28M +$3.69M +311,515 New
CS
24
Credit Suisse
Switzerland
$3.18M +$3.58M +302,310 New
KCM
25
Kennedy Capital Management
Missouri
$3.14M +$1.53M +128,985 +76%

VTNR Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Vertex Energy, Inc (VTNR) for Q2 2022, worth a combined $382M — up 64% from $232M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new VTNR positions and 28 closed out — a net gain of 30 holders — while 37 added to existing stakes and 26 trimmed.

The largest buyer was State Street, adding an estimated $83.5M. The largest seller was D.E. Shaw & Co, cutting an estimated $12M.

  • 134 institutional investors held Vertex Energy, Inc (VTNR) as of Q2 2022, up from 106 in Q1 2022.
  • Funds reported $382M of Vertex Energy, Inc stock for Q2 2022, up 64% quarter-over-quarter.
  • 58 funds opened new Vertex Energy, Inc positions in Q2 2022 and 28 closed out, a net change of +30 holders.
  • The largest Vertex Energy, Inc buyer in Q2 2022 was State Street, an estimated $83.5M added.
  • The largest Vertex Energy, Inc seller in Q2 2022 was D.E. Shaw & Co, an estimated $12M sold.

Based on aggregated 13F filings for Q2 2022.