Valero Energy
1,063 hedge funds and large institutions have $23.7B invested in Valero Energy in 2021 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 390 increasing their positions, 365 reducing their positions, and 68 closing their positions.
126% more first-time investments, than exits
New positions opened: 154 | Existing positions closed: 68
63% more funds holding in top 10
Funds holding in top 10: 8 → 13 (+5)
7% more funds holding
Funds holding: 994 → 1,063 (+69)
7% more capital invested
Capital invested by funds: $22.3B → $23.7B (+$1.46B)
7% more repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 365
0.43% more ownership
Funds ownership: 77.21% → 77.65% (+0.43%)
29% less call options, than puts
Call options by funds: $427M | Put options by funds: $602M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$194M |
| 2 |
BlackRock
New York
|
+$114M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$90.3M |
| 4 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$70.6M |
| 5 |
Millennium Management
New York
|
+$55.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$474M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$157M |
| 3 |
Sumitomo Mitsui Trust Group
Minato-Ku, Tokyo,
Japan
|
-$57.9M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
-$55.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
-$49.3M |
VLO Hedge Fund Activity: Q4 2021 in Review
1,063 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2021, worth a combined $23.7B — up 6.6% from $22.3B a quarter earlier.
Buyers outnumbered sellers: 154 funds opened new VLO positions and 68 closed out — a net gain of 86 holders — while 390 added to existing stakes and 365 trimmed.
The largest buyer was Ameriprise, adding an estimated $194M. The largest seller was Capital World Investors, cutting an estimated $474M.
- 1,063 institutional investors held Valero Energy (VLO) as of Q4 2021, up from 994 in Q3 2021.
- Funds reported $23.7B of Valero Energy stock for Q4 2021, up 6.6% quarter-over-quarter.
- 154 funds opened new Valero Energy positions in Q4 2021 and 68 closed out, a net change of +86 holders.
- The largest Valero Energy buyer in Q4 2021 was Ameriprise, an estimated $194M added.
- The largest Valero Energy seller in Q4 2021 was Capital World Investors, an estimated $474M sold.
Based on aggregated 13F filings for Q4 2021.