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Vitesse Energy

225 hedge funds and large institutions have $340M invested in Vitesse Energy in 2023 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 50 increasing their positions, 78 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

48% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 21

4% more funds holding

Funds holding: 216225 (+9)

2.31% more ownership

Funds ownership: 51.63%53.93% (+2.3%)

0% less capital invested

Capital invested by funds: $340M → $340M (-$465K)

36% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 78

54% less call options, than puts

Call options by funds: $2.61M | Put options by funds: $5.71M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
225
Holders Change
+9
Holders Change %
+4.17%
% of All Funds
3.28%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
31
Increased
50
Reduced
78
Closed
21
Calls
$2.61M
Puts
$5.71M
Net Calls
-$3.1M
Net Calls Change
-$2.93M
Name Holding Trade Value Shares
Change
Change in
Stake
BIA
176
Bell Investment Advisors
California
$1.64K -$553 -24 -24%
VL
177
Vima LLC
Michigan
$1.64K +$1.73K +75 New
NA
178
NewEdge Advisors
Louisiana
$1.53K -$392 -17 -20%
NSIM
179
North Star Investment Management
Illinois
$1.27K
RIL
180
Rothschild Investment LLC
Illinois
$1.27K +$1.34K +58 New
CB
181
Centennial Bank
Arkansas
$1.23K -$48.1K -2,086 -97%
DGAM
182
Desjardins Global Asset Management
Quebec, Canada
$1.11K
LB
183
Legacy Bridge
Iowa
$1.09K
MFT
184
Moisand Fitzgerald Tamayo
Florida
$1.09K
WIM
185
Westside Investment Management
California
$1.07K
Northwestern Mutual Wealth Management
186
Northwestern Mutual Wealth Management
Wisconsin
$1.01K +$1.06K +46 New
TFGT
187
TS Financial Group (TSFG)
Illinois
$1K -$254 -11 -31%
AW
188
Avion Wealth
Texas
$1K
HFM
189
Harvest Fund Management
China
$1K
TFA
190
Transamerica Financial Advisors
Florida
$1K
IA
191
IFP Advisors
Florida
$985
MPWT
192
MassMutual Private Wealth & Trust
Connecticut
$963
CFD
193
Creative Financial Designs
Indiana
$854 +$138 +6 +18%
GI
194
GAMMA Investing
California
$777 +$853 +37 New
FHA
195
First Horizon Advisors
Tennessee
$679
PA
196
Pineridge Advisors
Missouri
$549 +$577 +25 New
JWA
197
JFS Wealth Advisors
Pennsylvania
$548
WT
198
Whittier Trust
California
$503
LC
199
Lindbrook Capital
California
$482
OP
200
ORG Partners
Indiana
$480 +$254 +11 +100%

VTS Hedge Fund Activity: Q4 2023 in Review

225 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Vitesse Energy (VTS) for Q4 2023, worth a combined $340M — down 0.14% from $340M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new VTS positions and 21 closed out — a net gain of 10 holders — while 50 added to existing stakes and 78 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $7.11M. The largest seller was Goldman Sachs, cutting an estimated $10.2M.

  • 225 institutional investors held Vitesse Energy (VTS) as of Q4 2023, up from 216 in Q3 2023.
  • Funds reported $340M of Vitesse Energy stock for Q4 2023, down 0.14% quarter-over-quarter.
  • 31 funds opened new Vitesse Energy positions in Q4 2023 and 21 closed out, a net change of +10 holders.
  • The largest Vitesse Energy buyer in Q4 2023 was Morgan Stanley, an estimated $7.11M added.
  • The largest Vitesse Energy seller in Q4 2023 was Goldman Sachs, an estimated $10.2M sold.

Based on aggregated 13F filings for Q4 2023.