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Vitesse Energy

235 hedge funds and large institutions have $367M invested in Vitesse Energy in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 49 increasing their positions, 79 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 24

8% more capital invested

Capital invested by funds: $340M → $367M (+$27.3M)

4% more funds holding

Funds holding: 225235 (+10)

1.31% less ownership

Funds ownership: 53.93%52.62% (-1.3%)

38% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 79

57% less call options, than puts

Call options by funds: $3.2M | Put options by funds: $7.38M

Holders
235
Holders Change
+10
Holders Change %
+4.44%
% of All Funds
3.39%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
36
Increased
49
Reduced
79
Closed
24
Calls
$3.2M
Puts
$7.38M
Net Calls
-$4.18M
Net Calls Change
-$1.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$57.7M -$150K -6,824 -0.3%
BlackRock
2
BlackRock
New York
$43.1M -$596K -27,185 -1%
State Street
3
State Street
Massachusetts
$22.7M +$1.38M +62,931 +7%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$18.2M +$6.9M +314,510 +70%
PAIM
5
Punch & Associates Investment Management
Minnesota
$17.3M +$3.9M +177,885 +32%
N
6
Nuveen
North Carolina
$16.4M +$595K +27,118 +4%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$12.9M +$572K +26,056 +5%
GCM
8
GoodHaven Capital Management
New Jersey
$9.78M +$2.31M +105,450 +34%
LSV Asset Management
9
LSV Asset Management
Illinois
$9.02M -$252K -11,510 -3%
CSC
10
Cove Street Capital
California
$8.34M +$1.6M +73,102 +26%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$6.41M -$116K -5,307 -2%
Ameriprise
12
Ameriprise
Minnesota
$6.38M -$8.53K -389 -0.1%
Morgan Stanley
13
Morgan Stanley
New York
$5.78M -$7.1M -323,508 -57%
JP Morgan Chase
14
JP Morgan Chase
New York
$5.54M -$40.5K -1,847 -0.8%
BMO
15
Beck Mack & Oliver
New York
$5.31M -$2.57K -117 -0.1%
Northern Trust
16
Northern Trust
Illinois
$5.04M -$81.7K -3,724 -2%
Two Sigma Advisers
17
Two Sigma Advisers
New York
$4.76M -$186K -8,500 -4%
AA
18
Ancora Advisors
Ohio
$4.22M +$12.7K +578 +0.3%
Two Sigma Investments
19
Two Sigma Investments
New York
$4.05M -$1.31M -59,859 -26%
PMG
20
Private Management Group
California
$3.67M -$32.4K -1,477 -0.9%
MAA
21
Mraz Amerine & Associates
California
$3.23M +$79.7K +3,631 +3%
KIM
22
Kestrel Investment Management
California
$3.16M -$24.1K -1,100 -0.8%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$3.11M -$77.3K -3,525 -3%
Grantham, Mayo, Van Otterloo & Co (GMO)
24
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.07M +$2.83M +129,178 New
Goldman Sachs
25
Goldman Sachs
New York
$2.89M -$421K -19,195 -14%

VTS Hedge Fund Activity: Q1 2024 in Review

235 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Vitesse Energy (VTS) for Q1 2024, worth a combined $367M — up 8% from $340M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new VTS positions and 24 closed out — a net gain of 12 holders — while 49 added to existing stakes and 79 trimmed.

The largest buyer was Dimensional Fund Advisors, adding an estimated $6.9M. The largest seller was Morgan Stanley, cutting an estimated $7.1M.

  • 235 institutional investors held Vitesse Energy (VTS) as of Q1 2024, up from 225 in Q4 2023.
  • Funds reported $367M of Vitesse Energy stock for Q1 2024, up 8% quarter-over-quarter.
  • 36 funds opened new Vitesse Energy positions in Q1 2024 and 24 closed out, a net change of +12 holders.
  • The largest Vitesse Energy buyer in Q1 2024 was Dimensional Fund Advisors, an estimated $6.9M added.
  • The largest Vitesse Energy seller in Q1 2024 was Morgan Stanley, an estimated $7.1M sold.

Based on aggregated 13F filings for Q1 2024.