VSTS ranks #2230 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.
VSTS is a top-conviction position for Greenstone Partners & Co., LLC — at 17.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.
The largest dollar stake in VSTS belongs to Corvex Management LP, but the position matters far more to Greenstone Partners & Co., LLC, who has 17.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.
Corvex Management LP has added to its VSTS position for two straight quarters, increasing it by $155.5M to reach $287.7M today.
Israel Englander has trimmed its VSTS position for two straight quarters, cutting it by $9.7M while still holding $1.3M.
VSTS is down 2.1% today, but institutions show net buying of $106.3M this quarter — a divergence between today's price move and the underlying institutional flow.