Valero Energy
1,016 hedge funds and large institutions have $22.7B invested in Valero Energy in 2021 Q1 according to their latest regulatory filings, with 138 funds opening new positions, 395 increasing their positions, 337 reducing their positions, and 87 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 5 → 10 (+5)
59% more first-time investments, than exits
New positions opened: 138 | Existing positions closed: 87
56% more call options, than puts
Call options by funds: $614M | Put options by funds: $394M
28% more capital invested
Capital invested by funds: $17.7B → $22.7B (+$4.95B)
17% more repeat investments, than reductions
Existing positions increased: 395 | Existing positions reduced: 337
4% more funds holding
Funds holding: 973 → 1,016 (+43)
0.92% more ownership
Funds ownership: 76.75% → 77.68% (+0.92%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$152M |
| 2 |
Bank of New York Mellon
New York
|
+$106M |
| 3 |
BlackRock
New York
|
+$91.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$83.1M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$62.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$191M |
| 2 |
Holocene Advisors
New York
|
-$95.5M |
| 3 |
Franklin Resources
San Mateo,
California
|
-$91.1M |
| 4 |
Charles Schwab
San Francisco,
California
|
-$71.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$68M |
VLO Hedge Fund Activity: Q1 2021 in Review
1,016 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2021, worth a combined $22.7B — up 28% from $17.7B a quarter earlier.
Buyers outnumbered sellers: 138 funds opened new VLO positions and 87 closed out — a net gain of 51 holders — while 395 added to existing stakes and 337 trimmed.
The largest buyer was State Street, adding an estimated $152M. The largest seller was Ameriprise, cutting an estimated $191M.
- 1,016 institutional investors held Valero Energy (VLO) as of Q1 2021, up from 973 in Q4 2020.
- Funds reported $22.7B of Valero Energy stock for Q1 2021, up 28% quarter-over-quarter.
- 138 funds opened new Valero Energy positions in Q1 2021 and 87 closed out, a net change of +51 holders.
- The largest Valero Energy buyer in Q1 2021 was State Street, an estimated $152M added.
- The largest Valero Energy seller in Q1 2021 was Ameriprise, an estimated $191M sold.
Based on aggregated 13F filings for Q1 2021.