Valero Energy
1,371 hedge funds and large institutions have $38.1B invested in Valero Energy in 2023 Q3 according to their latest regulatory filings, with 144 funds opening new positions, 480 increasing their positions, 548 reducing their positions, and 96 closing their positions.
50% more first-time investments, than exits
New positions opened: 144 | Existing positions closed: 96
37% more funds holding in top 10
Funds holding in top 10: 19 → 26 (+7)
17% more capital invested
Capital invested by funds: $32.6B → $38.1B (+$5.5B)
2% more funds holding
Funds holding: 1,340 → 1,371 (+31)
6% more call options, than puts
Call options by funds: $1.14B | Put options by funds: $1.08B
0.76% less ownership
Funds ownership: 76.74% → 75.98% (-0.76%)
12% less repeat investments, than reductions
Existing positions increased: 480 | Existing positions reduced: 548
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$220M |
| 2 |
BlackRock
New York
|
+$117M |
| 3 |
Acadian Asset Management
Boston,
Massachusetts
|
+$90.9M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$72.5M |
| 5 |
Morgan Stanley
New York
|
+$67.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$250M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
-$224M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$215M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$136M |
| 5 |
Balyasny Asset Management
Chicago,
Illinois
|
-$114M |
VLO Hedge Fund Activity: Q3 2023 in Review
1,371 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2023, worth a combined $38.1B — up 17% from $32.6B a quarter earlier.
Buyers outnumbered sellers: 144 funds opened new VLO positions and 96 closed out — a net gain of 48 holders — while 480 added to existing stakes and 548 trimmed.
The largest buyer was Arrowstreet Capital, adding an estimated $220M. The largest seller was Millennium Management, cutting an estimated $250M.
- 1,371 institutional investors held Valero Energy (VLO) as of Q3 2023, up from 1,340 in Q2 2023.
- Funds reported $38.1B of Valero Energy stock for Q3 2023, up 17% quarter-over-quarter.
- 144 funds opened new Valero Energy positions in Q3 2023 and 96 closed out, a net change of +48 holders.
- The largest Valero Energy buyer in Q3 2023 was Arrowstreet Capital, an estimated $220M added.
- The largest Valero Energy seller in Q3 2023 was Millennium Management, an estimated $250M sold.
Based on aggregated 13F filings for Q3 2023.