Valero Energy
967 hedge funds and large institutions have $27.8B invested in Valero Energy in 2017 Q3 according to their latest regulatory filings, with 93 funds opening new positions, 343 increasing their positions, 395 reducing their positions, and 53 closing their positions.
75% more first-time investments, than exits
New positions opened: 93 | Existing positions closed: 53
53% more funds holding in top 10
Funds holding in top 10: 19 → 29 (+10)
14% more capital invested
Capital invested by funds: $24.4B → $27.8B (+$3.39B)
3% more funds holding
Funds holding: 938 → 967 (+29)
0.95% more ownership
Funds ownership: 80.82% → 81.77% (+0.95%)
13% less repeat investments, than reductions
Existing positions increased: 343 | Existing positions reduced: 395
23% less call options, than puts
Call options by funds: $724M | Put options by funds: $943M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$169M |
| 2 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
+$115M |
| 3 |
Renaissance Technologies
New York
|
+$52.6M |
| 4 |
Goldman Sachs
New York
|
+$49M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$46.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
-$137M |
| 2 |
State Street
Boston,
Massachusetts
|
-$70.3M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$63.3M |
| 4 |
Morgan Stanley
New York
|
-$54.4M |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$47.2M |
VLO Hedge Fund Activity: Q3 2017 in Review
967 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2017, worth a combined $27.8B — up 14% from $24.4B a quarter earlier.
Buyers outnumbered sellers: 93 funds opened new VLO positions and 53 closed out — a net gain of 40 holders — while 343 added to existing stakes and 395 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $169M. The largest seller was Wellington Management Group, cutting an estimated $137M.
- 967 institutional investors held Valero Energy (VLO) as of Q3 2017, up from 938 in Q2 2017.
- Funds reported $27.8B of Valero Energy stock for Q3 2017, up 14% quarter-over-quarter.
- 93 funds opened new Valero Energy positions in Q3 2017 and 53 closed out, a net change of +40 holders.
- The largest Valero Energy buyer in Q3 2017 was Fidelity Investments, an estimated $169M added.
- The largest Valero Energy seller in Q3 2017 was Wellington Management Group, an estimated $137M sold.
Based on aggregated 13F filings for Q3 2017.