Valero Energy
890 hedge funds and large institutions have $30.1B invested in Valero Energy in 2015 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 300 increasing their positions, 382 reducing their positions, and 60 closing their positions.
95% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 60
76% more funds holding in top 10
Funds holding in top 10: 21 → 37 (+16)
15% more capital invested
Capital invested by funds: $26.1B → $30.1B (+$3.93B)
6% more funds holding
Funds holding: 842 → 890 (+48)
0.31% more ownership
Funds ownership: 81.21% → 81.52% (+0.31%)
21% less repeat investments, than reductions
Existing positions increased: 300 | Existing positions reduced: 382
33% less call options, than puts
Call options by funds: $674M | Put options by funds: $1B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$106M |
| 2 |
Two Sigma Investments
New York
|
+$93.1M |
| 3 |
SCM
Steadfast Capital Management
New York
|
+$80.8M |
| 4 |
Renaissance Technologies
New York
|
+$70.4M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$64.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$439M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
-$160M |
| 3 |
Select Equity Group
New York
|
-$108M |
| 4 |
SG Americas Securities
New York
|
-$96.8M |
| 5 |
Allianz Asset Management
Munich,
Germany
|
-$86.4M |
VLO Hedge Fund Activity: Q4 2015 in Review
890 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2015, worth a combined $30.1B — up 15% from $26.1B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new VLO positions and 60 closed out — a net gain of 57 holders — while 300 added to existing stakes and 382 trimmed.
The largest buyer was Millennium Management, adding an estimated $106M. The largest seller was D.E. Shaw & Co, cutting an estimated $439M.
- 890 institutional investors held Valero Energy (VLO) as of Q4 2015, up from 842 in Q3 2015.
- Funds reported $30.1B of Valero Energy stock for Q4 2015, up 15% quarter-over-quarter.
- 117 funds opened new Valero Energy positions in Q4 2015 and 60 closed out, a net change of +57 holders.
- The largest Valero Energy buyer in Q4 2015 was Millennium Management, an estimated $106M added.
- The largest Valero Energy seller in Q4 2015 was D.E. Shaw & Co, an estimated $439M sold.
Based on aggregated 13F filings for Q4 2015.