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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$53.4M -$217K -9,428 -0.4%
BlackRock
2
BlackRock
New York
$40.4M +$2.35M +101,913 +6%
State Street
3
State Street
Massachusetts
$19.6M -$3.85M -166,784 -16%
N
4
Nuveen
North Carolina
$14.6M +$939K +40,724 +7%
Morgan Stanley
5
Morgan Stanley
New York
$12.4M +$7.11M +308,351 +119%
PAIM
6
Punch & Associates Investment Management
Minnesota
$12.1M +$1.24M +53,671 +11%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$11.3M +$562K +24,383 +5%
Dimensional Fund Advisors
8
Dimensional Fund Advisors
Texas
$9.9M -$220K -9,545 -2%
LSV Asset Management
9
LSV Asset Management
Illinois
$8.57M -$360K -15,610 -4%
GCM
10
GoodHaven Capital Management
New Jersey
$6.72M +$950K +41,206 +16%
Citadel Advisors
11
Citadel Advisors
Florida
$6.27M +$4.51M +195,361 +214%
CSC
12
Cove Street Capital
California
$6.09M +$5.98M +259,151 +1,356%
Bank of New York Mellon
13
Bank of New York Mellon
New York
$6.03M +$3.95M +171,494 +165%
Ameriprise
14
Ameriprise
Minnesota
$5.9M -$3.5K -152 -0.1%
JP Morgan Chase
15
JP Morgan Chase
New York
$5.15M +$111K +4,812 +2%
Two Sigma Investments
16
Two Sigma Investments
New York
$5.05M +$214K +9,294 +4%
BMO
17
Beck Mack & Oliver
New York
$4.9M -$117K -5,060 -2%
Northern Trust
18
Northern Trust
Illinois
$4.73M -$110K -4,790 -2%
Two Sigma Advisers
19
Two Sigma Advisers
New York
$4.57M +$1.35M +58,700 +39%
AA
20
Ancora Advisors
Ohio
$3.88M +$1.58M +68,405 +63%
Invesco
21
Invesco
Georgia
$3.85M +$1.96M +85,168 +94%
PMG
22
Private Management Group
California
$3.42M -$29.8K -1,292 -0.8%
CAMG
23
CWA Asset Management Group
Florida
$3.27M +$3.44M +149,184 New
LDB
24
Lee, Danner & Bass
Tennessee
$3.17M -$115K -5,000 -3%
Goldman Sachs
25
Goldman Sachs
New York
$3.08M -$10.2M -440,814 -76%

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.