Valero Energy
1,152 hedge funds and large institutions have $38.3B invested in Valero Energy in 2018 Q3 according to their latest regulatory filings, with 89 funds opening new positions, 399 increasing their positions, 492 reducing their positions, and 70 closing their positions.
27% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 70
2% more capital invested
Capital invested by funds: $37.6B → $38.3B (+$663M)
1% more funds holding
Funds holding: 1,142 → 1,152 (+10)
0.09% less ownership
Funds ownership: 79.04% → 78.96% (-0.09%)
19% less repeat investments, than reductions
Existing positions increased: 399 | Existing positions reduced: 492
25% less funds holding in top 10
Funds holding in top 10: 40 → 30 (-10)
34% less call options, than puts
Call options by funds: $605M | Put options by funds: $916M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$139M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$112M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
+$105M |
| 4 |
Janus Henderson Group
London,
United Kingdom
|
+$94.5M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$88.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$146M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$133M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$114M |
| 4 |
N
Natixis
Paris,
France
|
-$113M |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$109M |
VLO Hedge Fund Activity: Q3 2018 in Review
1,152 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2018, worth a combined $38.3B — up 1.8% from $37.6B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new VLO positions and 70 closed out — a net gain of 19 holders — while 399 added to existing stakes and 492 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $139M. The largest seller was Bank of New York Mellon, cutting an estimated $146M.
- 1,152 institutional investors held Valero Energy (VLO) as of Q3 2018, up from 1,142 in Q2 2018.
- Funds reported $38.3B of Valero Energy stock for Q3 2018, up 1.8% quarter-over-quarter.
- 89 funds opened new Valero Energy positions in Q3 2018 and 70 closed out, a net change of +19 holders.
- The largest Valero Energy buyer in Q3 2018 was Goldman Sachs, an estimated $139M added.
- The largest Valero Energy seller in Q3 2018 was Bank of New York Mellon, an estimated $146M sold.
Based on aggregated 13F filings for Q3 2018.