Valero Energy
742 hedge funds and large institutions have $22.2B invested in Valero Energy in 2013 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 197 increasing their positions, 297 reducing their positions, and 58 closing their positions.
210% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 58
150% more funds holding in top 10
Funds holding in top 10: 14 → 35 (+21)
37% more call options, than puts
Call options by funds: $950M | Put options by funds: $693M
26% more capital invested
Capital invested by funds: $17.6B → $22.2B (+$4.61B)
19% more funds holding
Funds holding: 624 → 742 (+118)
0.84% less ownership
Funds ownership: 81.77% → 80.94% (-0.84%)
34% less repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 297
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
+$323M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$105M |
| 3 |
PHS
PFM Health Sciences
San Francisco,
California
|
+$100M |
| 4 |
Renaissance Technologies
New York
|
+$80.5M |
| 5 |
Millennium Management
New York
|
+$75.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CG
Carmignac Gestion
Paris,
France
|
-$273M |
| 2 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$239M |
| 3 |
JP Morgan Chase
New York
|
-$153M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$126M |
| 5 |
CC
Carlson Capital
Dallas,
Texas
|
-$124M |
VLO Hedge Fund Activity: Q4 2013 in Review
742 of the 3,447 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2013, worth a combined $22.2B — up 26% from $17.6B a quarter earlier.
Buyers outnumbered sellers: 180 funds opened new VLO positions and 58 closed out — a net gain of 122 holders — while 197 added to existing stakes and 297 trimmed.
The largest buyer was Viking Global Investors, adding an estimated $323M. The largest seller was Carmignac Gestion, exiting entirely with an estimated $273M sold.
- 742 institutional investors held Valero Energy (VLO) as of Q4 2013, up from 624 in Q3 2013.
- Funds reported $22.2B of Valero Energy stock for Q4 2013, up 26% quarter-over-quarter.
- 180 funds opened new Valero Energy positions in Q4 2013 and 58 closed out, a net change of +122 holders.
- The largest Valero Energy buyer in Q4 2013 was Viking Global Investors, an estimated $323M added.
- The largest Valero Energy seller in Q4 2013 was Carmignac Gestion, an estimated $273M sold.
Based on aggregated 13F filings for Q4 2013.