Valero Energy
1,075 hedge funds and large institutions have $24.5B invested in Valero Energy in 2018 Q4 according to their latest regulatory filings, with 135 funds opening new positions, 391 increasing their positions, 422 reducing their positions, and 202 closing their positions.
0.78% less ownership
Funds ownership: 78.96% → 78.17% (-0.78%)
2% less call options, than puts
Call options by funds: $523M | Put options by funds: $531M
7% less repeat investments, than reductions
Existing positions increased: 391 | Existing positions reduced: 422
7% less funds holding
Funds holding: 1,153 → 1,075 (-78)
33% less first-time investments, than exits
New positions opened: 135 | Existing positions closed: 202
36% less capital invested
Capital invested by funds: $38.3B → $24.5B (-$13.8B)
63% less funds holding in top 10
Funds holding in top 10: 30 → 11 (-19)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
+$154M |
| 2 |
Capital World Investors
Los Angeles,
California
|
+$149M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$120M |
| 4 |
Point72 Asset Management
Stamford,
Connecticut
|
+$113M |
| 5 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$107M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$374M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$168M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$138M |
| 4 |
Bank of New York Mellon
New York
|
-$119M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$85.7M |
VLO Hedge Fund Activity: Q4 2018 in Review
1,075 of the 4,489 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2018, worth a combined $24.5B — down 36% from $38.3B a quarter earlier.
Sellers outnumbered buyers: 202 funds closed out of VLO and 135 opened new positions — a net loss of 67 holders — while 422 trimmed existing stakes and 391 added.
The largest buyer was Renaissance Technologies, adding an estimated $154M. The largest seller was Fidelity Investments, cutting an estimated $374M.
- 1,075 institutional investors held Valero Energy (VLO) as of Q4 2018, down from 1,153 in Q3 2018.
- Funds reported $24.5B of Valero Energy stock for Q4 2018, down 36% quarter-over-quarter.
- 135 funds opened new Valero Energy positions in Q4 2018 and 202 closed out, a net change of -67 holders.
- The largest Valero Energy buyer in Q4 2018 was Renaissance Technologies, an estimated $154M added.
- The largest Valero Energy seller in Q4 2018 was Fidelity Investments, an estimated $374M sold.
Based on aggregated 13F filings for Q4 2018.