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VTNR

Vertex Energy, Inc

Delisted

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

134 hedge funds and large institutions have $240M invested in Vertex Energy, Inc in 2022 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 35 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 35

9% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 23

1% more funds holding

Funds holding: 133134 (+1)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $249M → $240M (-$9.53M)

5% less call options, than puts

Call options by funds: $52.5M | Put options by funds: $55.2M

Holders
134
Holders Change
+1
Holders Change %
+0.75%
% of All Funds
2.15%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
48
Reduced
35
Closed
23
Calls
$52.5M
Puts
$55.2M
Net Calls
-$2.75M
Net Calls Change
-$9.24M
Name Holding Trade Value Shares
Change
Change in
Stake
State Street
1
State Street
Massachusetts
$56.9M -$6.39M -855,016 -9%
BlackRock
2
BlackRock
New York
$24.4M +$1.97M +264,345 +7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$22.9M +$3.17M +424,344 +13%
Bank of America
4
Bank of America
North Carolina
$14.9M +$4.87M +651,642 +37%
TMC
5
Trellus Management Company
Florida
$13.2M
SAMU
6
SONA Asset Management (US)
New York
$8.44M -$11.4K -1,525 -0.1%
CM
7
CastleKnight Management
New York
$7.94M +$1.06M +141,767 +12%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$6.73M +$205K +27,485 +3%
Hotchkis & Wiley Capital Management
9
Hotchkis & Wiley Capital Management
California
$6.26M +$7.54M +1,009,330 New
Wells Fargo
10
Wells Fargo
California
$5.11M -$227K -30,410 -4%
Rafferty Asset Management
11
Rafferty Asset Management
New York
$4.45M -$714K -95,610 -12%
Capital Fund Management (CFM)
12
Capital Fund Management (CFM)
France
$4.2M +$2.57M +343,642 +103%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$3.75M +$1.45M +194,001 +47%
YCM
14
Yaupon Capital Management
New York
$3.46M -$610K -81,675 -13%
SWM
15
Segment Wealth Management
Texas
$3.34M
Citigroup
16
Citigroup
New York
$3.29M -$167K -22,322 -4%
PGCM
17
Prescott Group Capital Management
Oklahoma
$3.27M
Barclays
18
Barclays
United Kingdom
$3.19M +$3.83M +512,229 +22,339%
Northern Trust
19
Northern Trust
Illinois
$2.98M +$173K +23,199 +5%
Ameriprise
20
Ameriprise
Minnesota
$2.8M -$1.83M -244,525 -35%
Baird Financial Group
21
Baird Financial Group
Wisconsin
$1.72M -$207K -27,688 -9%
VanEck Associates
22
VanEck Associates
New York
$1.48M +$68.1K +9,120 +4%
AWS
23
Atria Wealth Solutions
New York
$1.46M -$17.2K -2,300 -1%
Goldman Sachs
24
Goldman Sachs
New York
$1.43M +$67.6K +9,058 +4%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.31M -$291K -38,953 -16%

VTNR Hedge Fund Activity: Q4 2022 in Review

134 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Vertex Energy, Inc (VTNR) for Q4 2022, worth a combined $240M — down 3.8% from $249M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new VTNR positions and 23 closed out — a net gain of 2 holders — while 48 added to existing stakes and 35 trimmed.

The largest buyer was Hotchkis & Wiley Capital Management, opening a new position worth an estimated $7.54M. The largest seller was Driehaus Capital Management, exiting entirely with an estimated $8.05M sold.

  • 134 institutional investors held Vertex Energy, Inc (VTNR) as of Q4 2022, up from 133 in Q3 2022.
  • Funds reported $240M of Vertex Energy, Inc stock for Q4 2022, down 3.8% quarter-over-quarter.
  • 25 funds opened new Vertex Energy, Inc positions in Q4 2022 and 23 closed out, a net change of +2 holders.
  • The largest Vertex Energy, Inc buyer in Q4 2022 was Hotchkis & Wiley Capital Management, an estimated $7.54M added.
  • The largest Vertex Energy, Inc seller in Q4 2022 was Driehaus Capital Management, an estimated $8.05M sold.

Based on aggregated 13F filings for Q4 2022.