Valero Energy
VLO
1,104 hedge funds and large institutions have $26.9B invested in Valero Energy in 2019 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 417 increasing their positions, 445 reducing their positions, and 96 closing their positions.
15% more call options, than puts
Call options by funds: $628M | Put options by funds: $545M
0% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 96
1% less funds holding
Funds holding: 1,111 → 1,104 (-7)
0.92% less ownership
Funds ownership: 77.05% → 76.14% (-0.92%)
6% less repeat investments, than reductions
Existing positions increased: 417 | Existing positions reduced: 445
6% less funds holding in top 10
Funds holding in top 10: 17 → 16 (-1)
8% less capital invested
Capital invested by funds: $29.1B → $26.9B (-$2.2B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
+$221M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
+$120M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$77.7M |
| 4 |
Two Sigma Investments
New York
|
+$65.8M |
| 5 |
Bank of New York Mellon
New York
|
+$57.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$99M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$89.3M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$77.7M |
| 4 |
Goldman Sachs
New York
|
-$77.5M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$71.4M |
VLO Hedge Fund Activity: Q3 2019 in Review
1,104 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2019, worth a combined $26.9B — down 7.6% from $29.1B a quarter earlier.
Fund positioning in VLO was balanced in Q3 2019: 96 funds opened new positions, 96 closed out, 417 added to existing stakes and 445 trimmed.
The largest buyer was Barrow, Hanley, Mewhinney & Strauss, adding an estimated $221M. The largest seller was AJO LP, cutting an estimated $99M.
- 1,104 institutional investors held Valero Energy (VLO) as of Q3 2019, down from 1,111 in Q2 2019.
- Funds reported $26.9B of Valero Energy stock for Q3 2019, down 7.6% quarter-over-quarter.
- 96 funds opened new Valero Energy positions in Q3 2019 and 96 closed out, a net change of 0 holders.
- The largest Valero Energy buyer in Q3 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $221M added.
- The largest Valero Energy seller in Q3 2019 was AJO LP, an estimated $99M sold.
Based on aggregated 13F filings for Q3 2019.