Valero Energy
1,000 hedge funds and large institutions have $14.3B invested in Valero Energy in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 390 increasing their positions, 417 reducing their positions, and 297 closing their positions.
0.64% less ownership
Funds ownership: 78.05% → 77.41% (-0.64%)
6% less repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 417
11% less call options, than puts
Call options by funds: $183M | Put options by funds: $205M
18% less funds holding
Funds holding: 1,218 → 1,000 (-218)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
52% less capital invested
Capital invested by funds: $30B → $14.3B (-$15.6B)
69% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 297
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$337M |
| 2 |
State Street
Boston,
Massachusetts
|
+$133M |
| 3 |
BlackRock
New York
|
+$115M |
| 4 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$92.7M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$85.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$226M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$190M |
| 3 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$114M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$111M |
| 5 |
Renaissance Technologies
New York
|
-$79.3M |
VLO Hedge Fund Activity: Q1 2020 in Review
1,000 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2020, worth a combined $14.3B — down 52% from $30B a quarter earlier.
Sellers outnumbered buyers: 297 funds closed out of VLO and 93 opened new positions — a net loss of 204 holders — while 417 trimmed existing stakes and 390 added.
The largest buyer was Victory Capital Management, adding an estimated $337M. The largest seller was Goldman Sachs, cutting an estimated $226M.
- 1,000 institutional investors held Valero Energy (VLO) as of Q1 2020, down from 1,218 in Q4 2019.
- Funds reported $14.3B of Valero Energy stock for Q1 2020, down 52% quarter-over-quarter.
- 93 funds opened new Valero Energy positions in Q1 2020 and 297 closed out, a net change of -204 holders.
- The largest Valero Energy buyer in Q1 2020 was Victory Capital Management, an estimated $337M added.
- The largest Valero Energy seller in Q1 2020 was Goldman Sachs, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2020.