Valero Energy
974 hedge funds and large institutions have $17.7B invested in Valero Energy in 2020 Q4 according to their latest regulatory filings, with 168 funds opening new positions, 291 increasing their positions, 417 reducing their positions, and 86 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
95% more first-time investments, than exits
New positions opened: 168 | Existing positions closed: 86
31% more capital invested
Capital invested by funds: $13.5B → $17.7B (+$4.2B)
8% more funds holding
Funds holding: 902 → 974 (+72)
0.03% more ownership
Funds ownership: 76.72% → 76.75% (+0.03%)
2% less call options, than puts
Call options by funds: $428M | Put options by funds: $437M
30% less repeat investments, than reductions
Existing positions increased: 291 | Existing positions reduced: 417
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$288M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$223M |
| 3 |
Holocene Advisors
New York
|
+$78M |
| 4 |
State Street
Boston,
Massachusetts
|
+$65.9M |
| 5 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$60M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
-$131M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$94.6M |
| 3 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$93.3M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$93.3M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$76.2M |
VLO Hedge Fund Activity: Q4 2020 in Review
974 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2020, worth a combined $17.7B — up 31% from $13.5B a quarter earlier.
Buyers outnumbered sellers: 168 funds opened new VLO positions and 86 closed out — a net gain of 82 holders — while 291 added to existing stakes and 417 trimmed.
The largest buyer was Capital World Investors, adding an estimated $288M. The largest seller was Boston Partners, cutting an estimated $131M.
- 974 institutional investors held Valero Energy (VLO) as of Q4 2020, up from 902 in Q3 2020.
- Funds reported $17.7B of Valero Energy stock for Q4 2020, up 31% quarter-over-quarter.
- 168 funds opened new Valero Energy positions in Q4 2020 and 86 closed out, a net change of +82 holders.
- The largest Valero Energy buyer in Q4 2020 was Capital World Investors, an estimated $288M added.
- The largest Valero Energy seller in Q4 2020 was Boston Partners, an estimated $131M sold.
Based on aggregated 13F filings for Q4 2020.