Valero Energy
VLO
1,142 hedge funds and large institutions have $37.7B invested in Valero Energy in 2018 Q2 according to their latest regulatory filings, with 121 funds opening new positions, 347 increasing their positions, 511 reducing their positions, and 56 closing their positions.
116% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 56
48% more funds holding in top 10
Funds holding in top 10: 27 → 40 (+13)
20% more capital invested
Capital invested by funds: $31.4B → $37.7B (+$6.25B)
5% more funds holding
Funds holding: 1,089 → 1,142 (+53)
0.03% more ownership
Funds ownership: 78.94% → 78.97% (+0.03%)
15% less call options, than puts
Call options by funds: $686M | Put options by funds: $811M
32% less repeat investments, than reductions
Existing positions increased: 347 | Existing positions reduced: 511
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$766M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$394M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$191M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
+$101M |
| 5 |
JIM
Jupiter Investment Management
London,
United Kingdom
|
+$98.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$331M |
| 2 |
JP Morgan Chase
New York
|
-$166M |
| 3 |
LSV Asset Management
Chicago,
Illinois
|
-$133M |
| 4 |
NIPH
NN Investment Partners Holdings
The Hague,
Netherlands
|
-$127M |
| 5 |
Bank of New York Mellon
New York
|
-$110M |
VLO Hedge Fund Activity: Q2 2018 in Review
1,142 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2018, worth a combined $37.7B — up 20% from $31.4B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new VLO positions and 56 closed out — a net gain of 65 holders — while 347 added to existing stakes and 511 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $766M. The largest seller was Goldman Sachs, cutting an estimated $331M.
- 1,142 institutional investors held Valero Energy (VLO) as of Q2 2018, up from 1,089 in Q1 2018.
- Funds reported $37.7B of Valero Energy stock for Q2 2018, up 20% quarter-over-quarter.
- 121 funds opened new Valero Energy positions in Q2 2018 and 56 closed out, a net change of +65 holders.
- The largest Valero Energy buyer in Q2 2018 was Fidelity Investments, an estimated $766M added.
- The largest Valero Energy seller in Q2 2018 was Goldman Sachs, an estimated $331M sold.
Based on aggregated 13F filings for Q2 2018.