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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
AssetMark Inc
201
AssetMark Inc
California
$372 -$231 -10 -37%
JFG
202
JDM Financial Group
Texas
$372
MCM
203
Manchester Capital Management
Vermont
$351 -$1.01K -44 -73%
PTC
204
Private Trust Company
Ohio
$328
PS
205
Principal Securities
Iowa
$241 +$254 +11 New
FMII
206
Farmers & Merchants Investments Inc
Nebraska
$219
BGAI
207
Bruce G. Allen Investments
Colorado
$175 +$184 +8 New
LFA
208
LGT Financial Advisors
Texas
$153
LF
209
Lee Financial
Texas
$132
W
210
WealthCollab
Washington
$132 +$138 +6 New
Allspring Global Investments
211
Allspring Global Investments
North Carolina
$109
MSWM
212
McGlone Suttner Wealth Management
Wisconsin
$109 +$115 +5 New
CJ
213
Caitlin John
Michigan
$91 +$92 +4 New
GI
214
Gradient Investments
Minnesota
$88
HCM
215
Hollencrest Capital Management
California
$88
SIC
216
SJS Investment Consulting
Ohio
$88
ZB
217
Zions Bancorporation
Utah
$88
ASBI
218
American State Bank (Iowa)
Iowa
$66
VCM
219
Versant Capital Management
Arizona
$66
GWS
220
Glassman Wealth Services
Virginia
$44 -$4.96K -215 -99%
RFG
221
RFP Financial Group
Georgia
$44
DPW
222
DiNuzzo Private Wealth
Pennsylvania
$44 +$46 +2 New
PWMG
223
Prestige Wealth Management Group
New Jersey
$22
TWP
224
TFO Wealth Partners
Ohio
$22
PAM
225
Panagora Asset Management
Massachusetts
-$1.96M -85,728 Closed

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.