Valero Energy
VLO
1,001 hedge funds and large institutions have $14.2B invested in Valero Energy in 2020 Q1 according to their latest regulatory filings, with 93 funds opening new positions, 390 increasing their positions, 417 reducing their positions, and 296 closing their positions.
6% less repeat investments, than reductions
Existing positions increased: 390 | Existing positions reduced: 417
1.42% less ownership
Funds ownership: 77.96% → 76.53% (-1.4%)
11% less call options, than puts
Call options by funds: $183M | Put options by funds: $205M
18% less funds holding
Funds holding: 1,219 → 1,001 (-218)
23% less funds holding in top 10
Funds holding in top 10: 13 → 10 (-3)
53% less capital invested
Capital invested by funds: $30B → $14.2B (-$15.8B)
69% less first-time investments, than exits
New positions opened: 93 | Existing positions closed: 296
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$133M |
| 2 |
BlackRock
New York
|
+$115M |
| 3 |
Massachusetts Financial Services
Boston,
Massachusetts
|
+$92.7M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$85.6M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$76.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$226M |
| 2 |
Boston Partners
Boston,
Massachusetts
|
-$190M |
| 3 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$114M |
| 4 |
Barrow, Hanley, Mewhinney & Strauss
Dallas,
Texas
|
-$111M |
| 5 |
Renaissance Technologies
New York
|
-$79.3M |
VLO Hedge Fund Activity: Q1 2020 in Review
1,001 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2020, worth a combined $14.2B — down 53% from $30B a quarter earlier.
Sellers outnumbered buyers: 296 funds closed out of VLO and 93 opened new positions — a net loss of 203 holders — while 417 trimmed existing stakes and 390 added.
The largest buyer was State Street, adding an estimated $133M. The largest seller was Goldman Sachs, cutting an estimated $226M.
- 1,001 institutional investors held Valero Energy (VLO) as of Q1 2020, down from 1,219 in Q4 2019.
- Funds reported $14.2B of Valero Energy stock for Q1 2020, down 53% quarter-over-quarter.
- 93 funds opened new Valero Energy positions in Q1 2020 and 296 closed out, a net change of -203 holders.
- The largest Valero Energy buyer in Q1 2020 was State Street, an estimated $133M added.
- The largest Valero Energy seller in Q1 2020 was Goldman Sachs, an estimated $226M sold.
Based on aggregated 13F filings for Q1 2020.