Valero Energy
769 hedge funds and large institutions have $23.3B invested in Valero Energy in 2014 Q1 according to their latest regulatory filings, with 107 funds opening new positions, 264 increasing their positions, 301 reducing their positions, and 68 closing their positions.
69% more call options, than puts
Call options by funds: $712M | Put options by funds: $423M
57% more first-time investments, than exits
New positions opened: 107 | Existing positions closed: 68
4% more funds holding
Funds holding: 741 → 769 (+28)
1.42% more ownership
Funds ownership: 80.94% → 82.36% (+1.4%)
5% more capital invested
Capital invested by funds: $22.2B → $23.3B (+$1.08B)
9% less funds holding in top 10
Funds holding in top 10: 35 → 32 (-3)
12% less repeat investments, than reductions
Existing positions increased: 264 | Existing positions reduced: 301
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$356M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$239M |
| 3 |
Boston Partners
Boston,
Massachusetts
|
+$200M |
| 4 |
D.E. Shaw & Co
New York
|
+$172M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$99.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$344M |
| 2 |
Viking Global Investors
Stamford,
Connecticut
|
-$195M |
| 3 |
Bank of New York Mellon
New York
|
-$146M |
| 4 |
PHS
PFM Health Sciences
San Francisco,
California
|
-$120M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$85.7M |
VLO Hedge Fund Activity: Q1 2014 in Review
769 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2014, worth a combined $23.3B — up 4.9% from $22.2B a quarter earlier.
Buyers outnumbered sellers: 107 funds opened new VLO positions and 68 closed out — a net gain of 39 holders — while 264 added to existing stakes and 301 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $356M. The largest seller was T. Rowe Price Associates, cutting an estimated $344M.
- 769 institutional investors held Valero Energy (VLO) as of Q1 2014, up from 741 in Q4 2013.
- Funds reported $23.3B of Valero Energy stock for Q1 2014, up 4.9% quarter-over-quarter.
- 107 funds opened new Valero Energy positions in Q1 2014 and 68 closed out, a net change of +39 holders.
- The largest Valero Energy buyer in Q1 2014 was Fidelity Investments, an estimated $356M added.
- The largest Valero Energy seller in Q1 2014 was T. Rowe Price Associates, an estimated $344M sold.
Based on aggregated 13F filings for Q1 2014.