Valero Energy
1,218 hedge funds and large institutions have $30B invested in Valero Energy in 2019 Q4 according to their latest regulatory filings, with 205 funds opening new positions, 424 increasing their positions, 454 reducing their positions, and 70 closing their positions.
193% more first-time investments, than exits
New positions opened: 205 | Existing positions closed: 70
12% more capital invested
Capital invested by funds: $26.8B → $30B (+$3.12B)
10% more funds holding
Funds holding: 1,103 → 1,218 (+115)
1.92% more ownership
Funds ownership: 76.14% → 78.05% (+1.9%)
8% more call options, than puts
Call options by funds: $728M | Put options by funds: $672M
7% less repeat investments, than reductions
Existing positions increased: 424 | Existing positions reduced: 454
19% less funds holding in top 10
Funds holding in top 10: 16 → 13 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Boston Partners
Boston,
Massachusetts
|
+$237M |
| 2 |
Victory Capital Management
San Antonio,
Texas
|
+$174M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$149M |
| 4 |
Goldman Sachs
New York
|
+$136M |
| 5 |
Renaissance Technologies
New York
|
+$104M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$315M |
| 2 |
Bank of New York Mellon
New York
|
-$150M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$92.4M |
| 4 |
Allianz Asset Management
Munich,
Germany
|
-$85.3M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$84.8M |
VLO Hedge Fund Activity: Q4 2019 in Review
1,218 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2019, worth a combined $30B — up 12% from $26.8B a quarter earlier.
Buyers outnumbered sellers: 205 funds opened new VLO positions and 70 closed out — a net gain of 135 holders — while 424 added to existing stakes and 454 trimmed.
The largest buyer was Boston Partners, adding an estimated $237M. The largest seller was Barrow, Hanley, Mewhinney & Strauss, cutting an estimated $315M.
- 1,218 institutional investors held Valero Energy (VLO) as of Q4 2019, up from 1,103 in Q3 2019.
- Funds reported $30B of Valero Energy stock for Q4 2019, up 12% quarter-over-quarter.
- 205 funds opened new Valero Energy positions in Q4 2019 and 70 closed out, a net change of +135 holders.
- The largest Valero Energy buyer in Q4 2019 was Boston Partners, an estimated $237M added.
- The largest Valero Energy seller in Q4 2019 was Barrow, Hanley, Mewhinney & Strauss, an estimated $315M sold.
Based on aggregated 13F filings for Q4 2019.