Valero Energy
624 hedge funds and large institutions have $17.6B invested in Valero Energy in 2013 Q3 according to their latest regulatory filings, with 69 funds opening new positions, 230 increasing their positions, 255 reducing their positions, and 72 closing their positions.
57% more call options, than puts
Call options by funds: $469M | Put options by funds: $298M
11% more capital invested
Capital invested by funds: $15.8B → $17.6B (+$1.8B)
0.16% less ownership
Funds ownership: 81.93% → 81.77% (-0.16%)
4% less first-time investments, than exits
New positions opened: 69 | Existing positions closed: 72
10% less repeat investments, than reductions
Existing positions increased: 230 | Existing positions reduced: 255
1% less funds holding
Funds holding: 632 → 624 (-8)
26% less funds holding in top 10
Funds holding in top 10: 19 → 14 (-5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$103M |
| 2 |
JP Morgan Chase
New York
|
+$96.9M |
| 3 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$71.5M |
| 4 |
State Street
Boston,
Massachusetts
|
+$53M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$49.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$203M |
| 2 |
FAM
Fred Alger Management
New York
|
-$105M |
| 3 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$90.1M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
-$55.3M |
| 5 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$49.8M |
VLO Hedge Fund Activity: Q3 2013 in Review
624 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2013, worth a combined $17.6B — up 11% from $15.8B a quarter earlier.
Sellers outnumbered buyers: 72 funds closed out of VLO and 69 opened new positions — a net loss of 3 holders — while 255 trimmed existing stakes and 230 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $103M. The largest seller was Viking Global Investors, cutting an estimated $203M.
- 624 institutional investors held Valero Energy (VLO) as of Q3 2013, down from 632 in Q2 2013.
- Funds reported $17.6B of Valero Energy stock for Q3 2013, up 11% quarter-over-quarter.
- 69 funds opened new Valero Energy positions in Q3 2013 and 72 closed out, a net change of -3 holders.
- The largest Valero Energy buyer in Q3 2013 was T. Rowe Price Associates, an estimated $103M added.
- The largest Valero Energy seller in Q3 2013 was Viking Global Investors, an estimated $203M sold.
Based on aggregated 13F filings for Q3 2013.