Valero Energy
999 hedge funds and large institutions have $18.1B invested in Valero Energy in 2020 Q2 according to their latest regulatory filings, with 117 funds opening new positions, 316 increasing their positions, 442 reducing their positions, and 110 closing their positions.
26% more capital invested
Capital invested by funds: $14.3B → $18.1B (+$3.74B)
6% more first-time investments, than exits
New positions opened: 117 | Existing positions closed: 110
0% less funds holding
Funds holding: 1,000 → 999 (-1)
7% less call options, than puts
Call options by funds: $323M | Put options by funds: $348M
1.92% less ownership
Funds ownership: 77.41% → 75.49% (-1.9%)
29% less repeat investments, than reductions
Existing positions increased: 316 | Existing positions reduced: 442
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$164M |
| 2 |
N
Nuveen
Charlotte,
North Carolina
|
+$137M |
| 3 |
Charles Schwab
San Francisco,
California
|
+$87.7M |
| 4 |
Morgan Stanley
New York
|
+$86.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$70.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
-$225M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$126M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
-$78.1M |
| 4 |
BlackRock
New York
|
-$77.8M |
| 5 |
Boston Partners
Boston,
Massachusetts
|
-$73.7M |
VLO Hedge Fund Activity: Q2 2020 in Review
999 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2020, worth a combined $18.1B — up 26% from $14.3B a quarter earlier.
Buyers outnumbered sellers: 117 funds opened new VLO positions and 110 closed out — a net gain of 7 holders — while 316 added to existing stakes and 442 trimmed.
The largest buyer was Capital World Investors, adding an estimated $164M. The largest seller was Victory Capital Management, cutting an estimated $225M.
- 999 institutional investors held Valero Energy (VLO) as of Q2 2020, down from 1,000 in Q1 2020.
- Funds reported $18.1B of Valero Energy stock for Q2 2020, up 26% quarter-over-quarter.
- 117 funds opened new Valero Energy positions in Q2 2020 and 110 closed out, a net change of +7 holders.
- The largest Valero Energy buyer in Q2 2020 was Capital World Investors, an estimated $164M added.
- The largest Valero Energy seller in Q2 2020 was Victory Capital Management, an estimated $225M sold.
Based on aggregated 13F filings for Q2 2020.