Valero Energy
1,081 hedge funds and large institutions have $32.2B invested in Valero Energy in 2017 Q4 according to their latest regulatory filings, with 180 funds opening new positions, 340 increasing their positions, 429 reducing their positions, and 59 closing their positions.
205% more first-time investments, than exits
New positions opened: 180 | Existing positions closed: 59
45% more funds holding in top 10
Funds holding in top 10: 29 → 42 (+13)
16% more capital invested
Capital invested by funds: $27.8B → $32.2B (+$4.46B)
12% more funds holding
Funds holding: 967 → 1,081 (+114)
1.52% less ownership
Funds ownership: 81.77% → 80.25% (-1.5%)
21% less repeat investments, than reductions
Existing positions increased: 340 | Existing positions reduced: 429
36% less call options, than puts
Call options by funds: $652M | Put options by funds: $1.02B
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$407M |
| 2 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$272M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
+$113M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
+$94.8M |
| 5 |
Bank of New York Mellon
New York
|
+$54.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIG
American International Group
New York
|
-$604M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$292M |
| 3 |
Credit Agricole
Montrouge Cedex,
France
|
-$260M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$151M |
| 5 |
JP Morgan Chase
New York
|
-$117M |
VLO Hedge Fund Activity: Q4 2017 in Review
1,081 of the 4,410 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2017, worth a combined $32.2B — up 16% from $27.8B a quarter earlier.
Buyers outnumbered sellers: 180 funds opened new VLO positions and 59 closed out — a net gain of 121 holders — while 340 added to existing stakes and 429 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $407M. The largest seller was American International Group, cutting an estimated $604M.
- 1,081 institutional investors held Valero Energy (VLO) as of Q4 2017, up from 967 in Q3 2017.
- Funds reported $32.2B of Valero Energy stock for Q4 2017, up 16% quarter-over-quarter.
- 180 funds opened new Valero Energy positions in Q4 2017 and 59 closed out, a net change of +121 holders.
- The largest Valero Energy buyer in Q4 2017 was Fidelity Investments, an estimated $407M added.
- The largest Valero Energy seller in Q4 2017 was American International Group, an estimated $604M sold.
Based on aggregated 13F filings for Q4 2017.