Valero Energy
1,446 hedge funds and large institutions have $35.1B invested in Valero Energy in 2023 Q4 according to their latest regulatory filings, with 200 funds opening new positions, 511 increasing their positions, 545 reducing their positions, and 109 closing their positions.
83% more first-time investments, than exits
New positions opened: 200 | Existing positions closed: 109
11% more call options, than puts
Call options by funds: $1.05B | Put options by funds: $946M
5% more funds holding
Funds holding: 1,371 → 1,446 (+75)
3.38% more ownership
Funds ownership: 75.98% → 79.36% (+3.4%)
6% less repeat investments, than reductions
Existing positions increased: 511 | Existing positions reduced: 545
8% less capital invested
Capital invested by funds: $38.1B → $35.1B (-$2.94B)
50% less funds holding in top 10
Funds holding in top 10: 26 → 13 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.1B |
| 2 |
Barclays
London,
United Kingdom
|
+$136M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$80M |
| 4 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$58.1M |
| 5 |
MBI
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$47.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$206M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$195M |
| 3 |
State Street
Boston,
Massachusetts
|
-$183M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$156M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$136M |
VLO Hedge Fund Activity: Q4 2023 in Review
1,446 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2023, worth a combined $35.1B — down 7.7% from $38.1B a quarter earlier.
Buyers outnumbered sellers: 200 funds opened new VLO positions and 109 closed out — a net gain of 91 holders — while 511 added to existing stakes and 545 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.1B. The largest seller was BlackRock, cutting an estimated $206M.
- 1,446 institutional investors held Valero Energy (VLO) as of Q4 2023, up from 1,371 in Q3 2023.
- Funds reported $35.1B of Valero Energy stock for Q4 2023, down 7.7% quarter-over-quarter.
- 200 funds opened new Valero Energy positions in Q4 2023 and 109 closed out, a net change of +91 holders.
- The largest Valero Energy buyer in Q4 2023 was Morgan Stanley, an estimated $1.1B added.
- The largest Valero Energy seller in Q4 2023 was BlackRock, an estimated $206M sold.
Based on aggregated 13F filings for Q4 2023.