Valero Energy
770 hedge funds and large institutions have $21.8B invested in Valero Energy in 2014 Q2 according to their latest regulatory filings, with 78 funds opening new positions, 317 increasing their positions, 281 reducing their positions, and 72 closing their positions.
31% more call options, than puts
Call options by funds: $743M | Put options by funds: $567M
13% more repeat investments, than reductions
Existing positions increased: 317 | Existing positions reduced: 281
8% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 72
0% more funds holding
Funds holding: 769 → 770 (+1)
0.66% less ownership
Funds ownership: 82.36% → 81.7% (-0.66%)
6% less capital invested
Capital invested by funds: $23.3B → $21.8B (-$1.46B)
25% less funds holding in top 10
Funds holding in top 10: 32 → 24 (-8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$278M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$243M |
| 3 |
PC
PointState Capital
New York
|
+$234M |
| 4 |
FTCM
Fir Tree Capital Management
New York
|
+$171M |
| 5 |
D.E. Shaw & Co
New York
|
+$145M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Viking Global Investors
Stamford,
Connecticut
|
-$436M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$273M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$134M |
| 4 |
AllianceBernstein
Nashville,
Tennessee
|
-$117M |
| 5 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
-$115M |
VLO Hedge Fund Activity: Q2 2014 in Review
770 of the 3,481 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2014, worth a combined $21.8B — down 6.3% from $23.3B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new VLO positions and 72 closed out — a net gain of 6 holders — while 317 added to existing stakes and 281 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $278M. The largest seller was Viking Global Investors, cutting an estimated $436M.
- 770 institutional investors held Valero Energy (VLO) as of Q2 2014, up from 769 in Q1 2014.
- Funds reported $21.8B of Valero Energy stock for Q2 2014, down 6.3% quarter-over-quarter.
- 78 funds opened new Valero Energy positions in Q2 2014 and 72 closed out, a net change of +6 holders.
- The largest Valero Energy buyer in Q2 2014 was JP Morgan Chase, an estimated $278M added.
- The largest Valero Energy seller in Q2 2014 was Viking Global Investors, an estimated $436M sold.
Based on aggregated 13F filings for Q2 2014.