Valero Energy
796 hedge funds and large institutions have $26.2B invested in Valero Energy in 2015 Q1 according to their latest regulatory filings, with 111 funds opening new positions, 257 increasing their positions, 337 reducing their positions, and 76 closing their positions.
46% more first-time investments, than exits
New positions opened: 111 | Existing positions closed: 76
11% more capital invested
Capital invested by funds: $23.7B → $26.2B (+$2.56B)
10% more funds holding in top 10
Funds holding in top 10: 29 → 32 (+3)
3% more funds holding
Funds holding: 773 → 796 (+23)
7% less call options, than puts
Call options by funds: $609M | Put options by funds: $656M
1.3% less ownership
Funds ownership: 81.73% → 80.43% (-1.3%)
24% less repeat investments, than reductions
Existing positions increased: 257 | Existing positions reduced: 337
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
+$195M |
| 2 |
Bank of New York Mellon
New York
|
+$187M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$173M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
+$162M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$146M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
D.E. Shaw & Co
New York
|
-$192M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$190M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$106M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$101M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$94.3M |
VLO Hedge Fund Activity: Q1 2015 in Review
796 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2015, worth a combined $26.2B — up 11% from $23.7B a quarter earlier.
Buyers outnumbered sellers: 111 funds opened new VLO positions and 76 closed out — a net gain of 35 holders — while 257 added to existing stakes and 337 trimmed.
The largest buyer was Allianz Asset Management, adding an estimated $195M. The largest seller was D.E. Shaw & Co, cutting an estimated $192M.
- 796 institutional investors held Valero Energy (VLO) as of Q1 2015, up from 773 in Q4 2014.
- Funds reported $26.2B of Valero Energy stock for Q1 2015, up 11% quarter-over-quarter.
- 111 funds opened new Valero Energy positions in Q1 2015 and 76 closed out, a net change of +35 holders.
- The largest Valero Energy buyer in Q1 2015 was Allianz Asset Management, an estimated $195M added.
- The largest Valero Energy seller in Q1 2015 was D.E. Shaw & Co, an estimated $192M sold.
Based on aggregated 13F filings for Q1 2015.