Valero Energy
VLO
870 hedge funds and large institutions have $19B invested in Valero Energy in 2016 Q3 according to their latest regulatory filings, with 83 funds opening new positions, 327 increasing their positions, 342 reducing their positions, and 68 closing their positions.
22% more first-time investments, than exits
New positions opened: 83 | Existing positions closed: 68
1% more capital invested
Capital invested by funds: $18.7B → $19B (+$281M)
0% more funds holding
Funds holding: 866 → 870 (+4)
0% more funds holding in top 10
Funds holding in top 10: 12 → 12 (0)
0.46% less ownership
Funds ownership: 78.29% → 77.83% (-0.46%)
4% less repeat investments, than reductions
Existing positions increased: 327 | Existing positions reduced: 342
15% less call options, than puts
Call options by funds: $397M | Put options by funds: $468M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$106M |
| 2 |
Capital Fund Management (CFM)
Paris,
France
|
+$99.8M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$98.4M |
| 4 |
KBC Group
Brussels,
Belgium
|
+$71.3M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$67.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
-$221M |
| 2 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$163M |
| 3 |
JHIU
Janus Henderson Investors US
Denver,
Colorado
|
-$123M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$108M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$65.1M |
VLO Hedge Fund Activity: Q3 2016 in Review
870 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2016, worth a combined $19B — up 1.5% from $18.7B a quarter earlier.
Buyers outnumbered sellers: 83 funds opened new VLO positions and 68 closed out — a net gain of 15 holders — while 327 added to existing stakes and 342 trimmed.
The largest buyer was Ameriprise, adding an estimated $106M. The largest seller was AllianceBernstein, cutting an estimated $221M.
- 870 institutional investors held Valero Energy (VLO) as of Q3 2016, up from 866 in Q2 2016.
- Funds reported $19B of Valero Energy stock for Q3 2016, up 1.5% quarter-over-quarter.
- 83 funds opened new Valero Energy positions in Q3 2016 and 68 closed out, a net change of +15 holders.
- The largest Valero Energy buyer in Q3 2016 was Ameriprise, an estimated $106M added.
- The largest Valero Energy seller in Q3 2016 was AllianceBernstein, an estimated $221M sold.
Based on aggregated 13F filings for Q3 2016.