Valero Energy
938 hedge funds and large institutions have $24.4B invested in Valero Energy in 2017 Q2 according to their latest regulatory filings, with 70 funds opening new positions, 397 increasing their positions, 340 reducing their positions, and 59 closing their positions.
19% more first-time investments, than exits
New positions opened: 70 | Existing positions closed: 59
17% more repeat investments, than reductions
Existing positions increased: 397 | Existing positions reduced: 340
12% more funds holding in top 10
Funds holding in top 10: 17 → 19 (+2)
1.35% more ownership
Funds ownership: 79.47% → 80.82% (+1.4%)
3% more capital invested
Capital invested by funds: $23.6B → $24.4B (+$741M)
0% more funds holding
Funds holding: 935 → 938 (+3)
28% less call options, than puts
Call options by funds: $455M | Put options by funds: $631M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
+$151M |
| 2 |
JP Morgan Chase
New York
|
+$147M |
| 3 |
TIM
Thornburg Investment Management
Santa Fe,
New Mexico
|
+$114M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$85.6M |
| 5 |
BlackRock
New York
|
+$70.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$132M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$88.1M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$74.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$53.8M |
| 5 |
Lazard Asset Management
New York
|
-$48.7M |
VLO Hedge Fund Activity: Q2 2017 in Review
938 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2017, worth a combined $24.4B — up 3.1% from $23.6B a quarter earlier.
Buyers outnumbered sellers: 70 funds opened new VLO positions and 59 closed out — a net gain of 11 holders — while 397 added to existing stakes and 340 trimmed.
The largest buyer was Credit Agricole, adding an estimated $151M. The largest seller was Bank of New York Mellon, cutting an estimated $132M.
- 938 institutional investors held Valero Energy (VLO) as of Q2 2017, up from 935 in Q1 2017.
- Funds reported $24.4B of Valero Energy stock for Q2 2017, up 3.1% quarter-over-quarter.
- 70 funds opened new Valero Energy positions in Q2 2017 and 59 closed out, a net change of +11 holders.
- The largest Valero Energy buyer in Q2 2017 was Credit Agricole, an estimated $151M added.
- The largest Valero Energy seller in Q2 2017 was Bank of New York Mellon, an estimated $132M sold.
Based on aggregated 13F filings for Q2 2017.