Valero Energy
VLO
935 hedge funds and large institutions have $23.6B invested in Valero Energy in 2017 Q1 according to their latest regulatory filings, with 77 funds opening new positions, 402 increasing their positions, 350 reducing their positions, and 83 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 402 | Existing positions reduced: 350
0.09% less ownership
Funds ownership: 79.56% → 79.47% (-0.09%)
4% less capital invested
Capital invested by funds: $24.6B → $23.6B (-$956M)
7% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 83
2% less funds holding
Funds holding: 954 → 935 (-19)
27% less call options, than puts
Call options by funds: $422M | Put options by funds: $575M
35% less funds holding in top 10
Funds holding in top 10: 26 → 17 (-9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.46B |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$201M |
| 3 |
Goldman Sachs
New York
|
+$71.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.4M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$51.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Credit Agricole
Montrouge Cedex,
France
|
-$144M |
| 2 |
1832 Asset Management
Toronto,
Ontario, Canada
|
-$137M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$123M |
| 4 |
Bank of New York Mellon
New York
|
-$101M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
-$99.4M |
VLO Hedge Fund Activity: Q1 2017 in Review
935 of the 4,018 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2017, worth a combined $23.6B — down 3.9% from $24.6B a quarter earlier.
Sellers outnumbered buyers: 83 funds closed out of VLO and 77 opened new positions — a net loss of 6 holders — while 350 trimmed existing stakes and 402 added.
The largest buyer was BlackRock, adding an estimated $2.46B. The largest seller was Credit Agricole, cutting an estimated $144M.
- 935 institutional investors held Valero Energy (VLO) as of Q1 2017, down from 954 in Q4 2016.
- Funds reported $23.6B of Valero Energy stock for Q1 2017, down 3.9% quarter-over-quarter.
- 77 funds opened new Valero Energy positions in Q1 2017 and 83 closed out, a net change of -6 holders.
- The largest Valero Energy buyer in Q1 2017 was BlackRock, an estimated $2.46B added.
- The largest Valero Energy seller in Q1 2017 was Credit Agricole, an estimated $144M sold.
Based on aggregated 13F filings for Q1 2017.