Valero Energy
VLO
1,102 hedge funds and large institutions have $27.6B invested in Valero Energy in 2019 Q1 according to their latest regulatory filings, with 132 funds opening new positions, 438 increasing their positions, 408 reducing their positions, and 93 closing their positions.
42% more first-time investments, than exits
New positions opened: 132 | Existing positions closed: 93
13% more capital invested
Capital invested by funds: $24.5B → $27.6B (+$3.12B)
11% more call options, than puts
Call options by funds: $525M | Put options by funds: $473M
3% more funds holding
Funds holding: 1,075 → 1,102 (+27)
7% more repeat investments, than reductions
Existing positions increased: 438 | Existing positions reduced: 408
0.05% less ownership
Funds ownership: 78.17% → 78.12% (-0.05%)
27% less funds holding in top 10
Funds holding in top 10: 11 → 8 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$387M |
| 2 |
Millennium Management
New York
|
+$170M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$61.6M |
| 4 |
Barclays
London,
United Kingdom
|
+$59.5M |
| 5 |
SI
Scout Investments
Kansas City,
Missouri
|
+$59.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AQR Capital Management
Greenwich,
Connecticut
|
-$190M |
| 2 |
Janus Henderson Group
London,
United Kingdom
|
-$152M |
| 3 |
Renaissance Technologies
New York
|
-$137M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$116M |
| 5 |
Prudential Financial
Newark,
New Jersey
|
-$70M |
VLO Hedge Fund Activity: Q1 2019 in Review
1,102 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2019, worth a combined $27.6B — up 13% from $24.5B a quarter earlier.
Buyers outnumbered sellers: 132 funds opened new VLO positions and 93 closed out — a net gain of 39 holders — while 438 added to existing stakes and 408 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $387M. The largest seller was AQR Capital Management, cutting an estimated $190M.
- 1,102 institutional investors held Valero Energy (VLO) as of Q1 2019, up from 1,075 in Q4 2018.
- Funds reported $27.6B of Valero Energy stock for Q1 2019, up 13% quarter-over-quarter.
- 132 funds opened new Valero Energy positions in Q1 2019 and 93 closed out, a net change of +39 holders.
- The largest Valero Energy buyer in Q1 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $387M added.
- The largest Valero Energy seller in Q1 2019 was AQR Capital Management, an estimated $190M sold.
Based on aggregated 13F filings for Q1 2019.