Valero Energy
VLO
954 hedge funds and large institutions have $24.6B invested in Valero Energy in 2016 Q4 according to their latest regulatory filings, with 172 funds opening new positions, 326 increasing their positions, 356 reducing their positions, and 69 closing their positions.
149% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 69
117% more funds holding in top 10
Funds holding in top 10: 12 → 26 (+14)
31% more capital invested
Capital invested by funds: $18.8B → $24.6B (+$5.79B)
10% more funds holding
Funds holding: 869 → 954 (+85)
1.74% more ownership
Funds ownership: 77.82% → 79.56% (+1.7%)
8% less repeat investments, than reductions
Existing positions increased: 326 | Existing positions reduced: 356
13% less call options, than puts
Call options by funds: $509M | Put options by funds: $584M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
+$446M |
| 2 |
Bank of New York Mellon
New York
|
+$167M |
| 3 |
1832 Asset Management
Toronto,
Ontario, Canada
|
+$124M |
| 4 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$101M |
| 5 |
LM
Luminus Management
Houston,
Texas
|
+$65.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
-$113M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$110M |
| 3 |
KBC Group
Brussels,
Belgium
|
-$94.1M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$94M |
| 5 |
SC
Samlyn Capital
New York
|
-$82.2M |
VLO Hedge Fund Activity: Q4 2016 in Review
954 of the 4,001 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2016, worth a combined $24.6B — up 31% from $18.8B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new VLO positions and 69 closed out — a net gain of 103 holders — while 326 added to existing stakes and 356 trimmed.
The largest buyer was American International Group, adding an estimated $446M. The largest seller was JP Morgan Chase, cutting an estimated $113M.
- 954 institutional investors held Valero Energy (VLO) as of Q4 2016, up from 869 in Q3 2016.
- Funds reported $24.6B of Valero Energy stock for Q4 2016, up 31% quarter-over-quarter.
- 172 funds opened new Valero Energy positions in Q4 2016 and 69 closed out, a net change of +103 holders.
- The largest Valero Energy buyer in Q4 2016 was American International Group, an estimated $446M added.
- The largest Valero Energy seller in Q4 2016 was JP Morgan Chase, an estimated $113M sold.
Based on aggregated 13F filings for Q4 2016.