Valero Energy
902 hedge funds and large institutions have $13.5B invested in Valero Energy in 2020 Q3 according to their latest regulatory filings, with 70 funds opening new positions, 340 increasing their positions, 376 reducing their positions, and 159 closing their positions.
1.23% more ownership
Funds ownership: 75.49% → 76.72% (+1.2%)
4% less call options, than puts
Call options by funds: $245M | Put options by funds: $255M
10% less repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 376
10% less funds holding
Funds holding: 1,000 → 902 (-98)
25% less capital invested
Capital invested by funds: $18.1B → $13.5B (-$4.52B)
56% less first-time investments, than exits
New positions opened: 70 | Existing positions closed: 159
71% less funds holding in top 10
Funds holding in top 10: 7 → 2 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$428M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$312M |
| 3 |
Franklin Resources
San Mateo,
California
|
+$128M |
| 4 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$110M |
| 5 |
BlackRock
New York
|
+$73.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$206M |
| 2 |
Ninety One (UK)
London,
United Kingdom
|
-$110M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$88.2M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$76.6M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$64.3M |
VLO Hedge Fund Activity: Q3 2020 in Review
902 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2020, worth a combined $13.5B — down 25% from $18.1B a quarter earlier.
Sellers outnumbered buyers: 159 funds closed out of VLO and 70 opened new positions — a net loss of 89 holders — while 376 trimmed existing stakes and 340 added.
The largest buyer was Capital World Investors, adding an estimated $428M. The largest seller was Fidelity Investments, cutting an estimated $206M.
- 902 institutional investors held Valero Energy (VLO) as of Q3 2020, down from 1,000 in Q2 2020.
- Funds reported $13.5B of Valero Energy stock for Q3 2020, down 25% quarter-over-quarter.
- 70 funds opened new Valero Energy positions in Q3 2020 and 159 closed out, a net change of -89 holders.
- The largest Valero Energy buyer in Q3 2020 was Capital World Investors, an estimated $428M added.
- The largest Valero Energy seller in Q3 2020 was Fidelity Investments, an estimated $206M sold.
Based on aggregated 13F filings for Q3 2020.