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Valero Energy
VLO

742 hedge funds and large institutions have $22.2B invested in Valero Energy in 2013 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 197 increasing their positions, 297 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

210% more first-time investments, than exits

New positions opened: 180 | Existing positions closed: 58

150% more funds holding in top 10

Funds holding in top 10: 14 → 35 (+21)

37% more call options, than puts

Call options by funds: $950M | Put options by funds: $693M

26% more capital invested

Capital invested by funds: $17.6B → $22.2B (+$4.61B)

19% more funds holding

Funds holding: 624 → 742 (+118)

0.84% less ownership

Funds ownership: 81.77% → 80.94% (-0.84%)

34% less repeat investments, than reductions

Existing positions increased: 197 | Existing positions reduced: 297

Holders
742
Holders Change
+118
Holders Change %
+18.91%
% of All Funds
21.53%
Holding in Top 10
35
Holding in Top 10 Change
+21
Holding in Top 10 Change %
+150%
% of All Funds
1.02%
New
180
Increased
197
Reduced
297
Closed
58
Calls
$950M
Puts
$693M
Net Calls
+$257M
Net Calls Change
+$86.3M

Top Buyers

Rank Fund Capital Flow
1
Viking Global Investors
Viking Global Investors
Connecticut
+$323M
2
Boston Partners
Boston Partners
Massachusetts
+$105M
3
PHS
PFM Health Sciences
California
+$100M
4
Renaissance Technologies
Renaissance Technologies
New York
+$80.5M
5
Millennium Management
Millennium Management
New York
+$75.6M

Top Sellers

Rank Fund Capital Flow
1
CG
Carmignac Gestion
France
-$273M
2
JHIU
Janus Henderson Investors US
Colorado
-$239M
3
JP Morgan Chase
JP Morgan Chase
New York
-$153M
4
Deutsche Bank
Deutsche Bank
Germany
-$126M
5
CC
Carlson Capital
Texas
-$124M
Name Holding Trade Value Shares
Change 		Change in
Stake
DC
376
Deere & Company
Illinois
$2.44M -$1.08M -25,522 -35%
N
377
Nuveen
North Carolina
$2.43M -$5.07M -120,198 -71%
CC
378
Courier Capital
New York
$2.41M -$115K -2,717 -5%
PCM
379
Princeton Capital Management
New Jersey
$2.38M +$149K +3,524 +8%
WHRC
380
W.H. Reaves & Co
New Jersey
$2.36M -$7.85M -186,200 -80%
LAM
381
Lingohr Asset Management
Germany
$2.32M -$2.4M -56,900 -55%
Jane Street
382
Jane Street
New York
$2.3M +$1.93M +45,693 New
Calamos Advisors
383
Calamos Advisors
Illinois
$2.27M – – –
KRS
384
Kentucky Retirement Systems
Kentucky
$2.25M -$20.4K -485 -1%
LSERS
385
Louisiana State Employees Retirement System
Louisiana
$2.19M +$1.83M +43,400 New
SIM
386
Spark Investment Management
New York
$2.18M +$683K +16,200 +60%
LMGAM
387
Liberty Mutual Group Asset Management
Massachusetts
$2.18M +$439K +10,419 +32%
MMCM
388
Marque Millennium Capital Management
New York
$2.17M – – –
KKRC
389
Kohlberg Kravis Roberts & Co
New York
$2.15M +$1.8M +42,700 New
OSAM
390
O'Shaughnessy Asset Management
Connecticut
$2.15M +$311K +7,384 +21%
FMBTD
391
First Midwest Bank Trust Division
Illinois
$2.14M +$1.79M +42,433 New
LIM
392
Loudon Investment Management
New Hampshire
$2.12M +$1.78M +42,120 New
CP
393
Cinque Partners
California
$2.11M +$291K +6,902 +20%
OCM
394
Orleans Capital Management
Louisiana
$2.11M -$10.9K -259 -0.6%
Fiera Capital (Canada)
395
Fiera Capital (Canada)
Quebec, Canada
$2.08M -$375K -8,900 -18%
TMAM
396
Tokio Marine Asset Management
Japan
$2.05M -$196K -4,647 -10%
Twin Tree Management
397
Twin Tree Management
Texas
$2.05M +$1.71M +40,670 New
MSE
398
MUFG Securities EMEA
United Kingdom
$2.04M +$1.71M +40,474 New
GMCM
399
Gruber & McBaine Capital Management
California
$2.02M – – –
OAMG
400
Odey Asset Management Group
United Kingdom
$2.02M +$1.69M +40,000 New
14 15
16
17 18

VLO Hedge Fund Activity: Q4 2013 in Review

742 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2013, worth a combined $22.2B — up 26% from $17.6B a quarter earlier.

Buyers outnumbered sellers: 180 funds opened new VLO positions and 58 closed out — a net gain of 122 holders — while 197 added to existing stakes and 297 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $323M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $273M sold.

  • 742 institutional investors held Valero Energy (VLO) as of Q4 2013, up from 624 in Q3 2013.
  • Funds reported $22.2B of Valero Energy stock for Q4 2013, up 26% quarter-over-quarter.
  • 180 funds opened new Valero Energy positions in Q4 2013 and 58 closed out, a net change of +122 holders.
  • The largest Valero Energy buyer in Q4 2013 was Viking Global Investors, an estimated $323M added.
  • The largest Valero Energy seller in Q4 2013 was Carmignac Gestion, an estimated $273M sold.

Based on aggregated 13F filings for Q4 2013.