Valero Energy
994 hedge funds and large institutions have $22.3B invested in Valero Energy in 2021 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 399 increasing their positions, 360 reducing their positions, and 115 closing their positions.
11% more repeat investments, than reductions
Existing positions increased: 399 | Existing positions reduced: 360
0.92% less ownership
Funds ownership: 78.13% → 77.21% (-0.92%)
1% less call options, than puts
Call options by funds: $595M | Put options by funds: $603M
5% less funds holding
Funds holding: 1,043 → 994 (-49)
11% less capital invested
Capital invested by funds: $24.9B → $22.3B (-$2.62B)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
28% less first-time investments, than exits
New positions opened: 83 | Existing positions closed: 115
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$75.8M |
| 2 |
Invesco
Atlanta,
Georgia
|
+$70.2M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$67.5M |
| 4 |
Two Sigma Investments
New York
|
+$59.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$59.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$110M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$92.8M |
| 3 |
Bank of New York Mellon
New York
|
-$81.5M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$65.6M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$46.6M |
VLO Hedge Fund Activity: Q3 2021 in Review
994 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2021, worth a combined $22.3B — down 11% from $24.9B a quarter earlier.
Sellers outnumbered buyers: 115 funds closed out of VLO and 83 opened new positions — a net loss of 32 holders — while 360 trimmed existing stakes and 399 added.
The largest buyer was Citadel Advisors, adding an estimated $75.8M. The largest seller was BlackRock, cutting an estimated $110M.
- 994 institutional investors held Valero Energy (VLO) as of Q3 2021, down from 1,043 in Q2 2021.
- Funds reported $22.3B of Valero Energy stock for Q3 2021, down 11% quarter-over-quarter.
- 83 funds opened new Valero Energy positions in Q3 2021 and 115 closed out, a net change of -32 holders.
- The largest Valero Energy buyer in Q3 2021 was Citadel Advisors, an estimated $75.8M added.
- The largest Valero Energy seller in Q3 2021 was BlackRock, an estimated $110M sold.
Based on aggregated 13F filings for Q3 2021.