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VTNR

Vertex Energy, Inc

Delisted

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

61 hedge funds and large institutions have $1.34M invested in Vertex Energy, Inc in 2024 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 23 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more call options, than puts

Call options by funds: $162K | Put options by funds: $67K

43% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 23

45% less funds holding

Funds holding: 11161 (-50)

89% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 55

95% less capital invested

Capital invested by funds: $26M → $1.34M (-$24.7M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
61
Holders Change
-50
Holders Change %
-45.05%
% of All Funds
0.88%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
13
Reduced
23
Closed
55
Calls
$162K
Puts
$67K
Net Calls
+$95K
Net Calls Change
-$1.31M
Name Holding Trade Value Shares
Change
Change in
Stake
QF
1
QVT Financial
New York
$539K +$296K +535,000 +13%
Vanguard Group
2
Vanguard Group
Pennsylvania
$226K -$2.35M -4,248,891 -69%
Millennium Management
3
Millennium Management
New York
$103K +$101K +182,035 +26%
Group One Trading
4
Group One Trading
Illinois
$68.8K +$137K +247,613 +71%
SWM
5
Segment Wealth Management
Texas
$62.3K
AWS
6
Atria Wealth Solutions
New York
$39K +$14.7K +26,500 +9%
XT
7
XTX Topco
Cayman Islands
$33.5K +$74.9K +135,352 +88%
MA
8
MYDA Advisors
New York
$28.9K +$138K +250,000 New
UBS Group
9
UBS Group
Switzerland
$23.1K +$107K +192,522 +2,800%
GC
10
GFG Capital
Florida
$19.3K
Ameriprise
11
Ameriprise
Minnesota
$19.3K -$189K -341,000 -67%
Mariner
12
Mariner
Kansas
$16.7K -$7.93K -14,341 -9%
Wells Fargo
13
Wells Fargo
California
$15.7K -$91.4K -165,195 -55%
Jane Street
14
Jane Street
New York
$15.4K -$224K -404,341 -75%
Citadel Advisors
15
Citadel Advisors
Florida
$14.3K -$52.3K -94,452 -43%
Susquehanna International Group
16
Susquehanna International Group
Pennsylvania
$11.9K -$413K -747,445 -88%
Cambridge Investment Research Advisors
17
Cambridge Investment Research Advisors
Iowa
$10K
Morgan Stanley
18
Morgan Stanley
New York
$9.53K -$35.2K -63,572 -44%
NA
19
NewEdge Advisors
Louisiana
$8.36K
LIM
20
Leavell Investment Management
Alabama
$6.82K -$553 -1,000 -2%
GS
21
GTS Securities
New York
$5.72K -$16.5K -29,864 -38%
SM
22
Skaana Management
New York
$5.68K +$387 +700 +1%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$4.79K +$22.9K +41,426 New
Osaic Holdings
24
Osaic Holdings
Arizona
$4.62K +$8.19K +14,806 +61%
Geode Capital Management
25
Geode Capital Management
Massachusetts
$3.51K -$500K -903,247 -97%

VTNR Hedge Fund Activity: Q3 2024 in Review

61 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Vertex Energy, Inc (VTNR) for Q3 2024, worth a combined $1.34M — down 95% from $26M a quarter earlier.

Sellers outnumbered buyers: 55 funds closed out of VTNR and 6 opened new positions — a net loss of 49 holders — while 23 trimmed existing stakes and 13 added.

The largest buyer was QVT Financial, adding an estimated $296K. The largest seller was Vanguard Group, cutting an estimated $2.35M.

  • 61 institutional investors held Vertex Energy, Inc (VTNR) as of Q3 2024, down from 111 in Q2 2024.
  • Funds reported $1.34M of Vertex Energy, Inc stock for Q3 2024, down 95% quarter-over-quarter.
  • 6 funds opened new Vertex Energy, Inc positions in Q3 2024 and 55 closed out, a net change of -49 holders.
  • The largest Vertex Energy, Inc buyer in Q3 2024 was QVT Financial, an estimated $296K added.
  • The largest Vertex Energy, Inc seller in Q3 2024 was Vanguard Group, an estimated $2.35M sold.

Based on aggregated 13F filings for Q3 2024.