Valero Energy
773 hedge funds and large institutions have $23.7B invested in Valero Energy in 2014 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 275 increasing their positions, 328 reducing their positions, and 84 closing their positions.
13% more first-time investments, than exits
New positions opened: 95 | Existing positions closed: 84
13% more capital invested
Capital invested by funds: $21B → $23.7B (+$2.71B)
4% more funds holding in top 10
Funds holding in top 10: 28 → 29 (+1)
1.08% more ownership
Funds ownership: 80.65% → 81.73% (+1.1%)
0% less funds holding
Funds holding: 776 → 773 (-3)
6% less call options, than puts
Call options by funds: $712M | Put options by funds: $756M
16% less repeat investments, than reductions
Existing positions increased: 275 | Existing positions reduced: 328
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$251M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$250M |
| 3 |
VanEck Associates
New York
|
+$111M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$110M |
| 5 |
Bank of New York Mellon
New York
|
+$94.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$1.32B |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$327M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$128M |
| 4 |
FTCM
Fir Tree Capital Management
New York
|
-$106M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$102M |
VLO Hedge Fund Activity: Q4 2014 in Review
773 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2014, worth a combined $23.7B — up 13% from $21B a quarter earlier.
Buyers outnumbered sellers: 95 funds opened new VLO positions and 84 closed out — a net gain of 11 holders — while 275 added to existing stakes and 328 trimmed.
The largest buyer was AllianceBernstein, adding an estimated $251M. The largest seller was Americafirst Capital Management, exiting entirely with an estimated $1.32B sold.
- 773 institutional investors held Valero Energy (VLO) as of Q4 2014, down from 776 in Q3 2014.
- Funds reported $23.7B of Valero Energy stock for Q4 2014, up 13% quarter-over-quarter.
- 95 funds opened new Valero Energy positions in Q4 2014 and 84 closed out, a net change of +11 holders.
- The largest Valero Energy buyer in Q4 2014 was AllianceBernstein, an estimated $251M added.
- The largest Valero Energy seller in Q4 2014 was Americafirst Capital Management, an estimated $1.32B sold.
Based on aggregated 13F filings for Q4 2014.