Valero Energy
VLO
1,089 hedge funds and large institutions have $31.4B invested in Valero Energy in 2018 Q1 according to their latest regulatory filings, with 108 funds opening new positions, 374 increasing their positions, 468 reducing their positions, and 84 closing their positions.
29% more first-time investments, than exits
New positions opened: 108 | Existing positions closed: 84
9% more call options, than puts
Call options by funds: $645M | Put options by funds: $590M
1% more funds holding
Funds holding: 1,081 → 1,089 (+8)
3% less capital invested
Capital invested by funds: $32.2B → $31.4B (-$840M)
1.3% less ownership
Funds ownership: 80.25% → 78.95% (-1.3%)
20% less repeat investments, than reductions
Existing positions increased: 374 | Existing positions reduced: 468
36% less funds holding in top 10
Funds holding in top 10: 42 → 27 (-15)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$143M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$67.1M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
+$57.2M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$51.5M |
| 5 |
N
Natixis
Paris,
France
|
+$46.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$370M |
| 2 |
JP Morgan Chase
New York
|
-$294M |
| 3 |
Ninety One (UK)
London,
United Kingdom
|
-$110M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$99M |
| 5 |
State Street
Boston,
Massachusetts
|
-$97M |
VLO Hedge Fund Activity: Q1 2018 in Review
1,089 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2018, worth a combined $31.4B — down 2.6% from $32.2B a quarter earlier.
Buyers outnumbered sellers: 108 funds opened new VLO positions and 84 closed out — a net gain of 24 holders — while 374 added to existing stakes and 468 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $143M. The largest seller was BlackRock, cutting an estimated $370M.
- 1,089 institutional investors held Valero Energy (VLO) as of Q1 2018, up from 1,081 in Q4 2017.
- Funds reported $31.4B of Valero Energy stock for Q1 2018, down 2.6% quarter-over-quarter.
- 108 funds opened new Valero Energy positions in Q1 2018 and 84 closed out, a net change of +24 holders.
- The largest Valero Energy buyer in Q1 2018 was T. Rowe Price Associates, an estimated $143M added.
- The largest Valero Energy seller in Q1 2018 was BlackRock, an estimated $370M sold.
Based on aggregated 13F filings for Q1 2018.