Valero Energy
1,451 hedge funds and large institutions have $34B invested in Valero Energy in 2023 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 513 increasing their positions, 546 reducing their positions, and 109 closing their positions.
85% more first-time investments, than exits
New positions opened: 202 | Existing positions closed: 109
11% more call options, than puts
Call options by funds: $1.05B | Put options by funds: $946M
6% more funds holding
Funds holding: 1,374 → 1,451 (+77)
0.85% more ownership
Funds ownership: 75.98% → 76.83% (+0.85%)
6% less repeat investments, than reductions
Existing positions increased: 513 | Existing positions reduced: 546
35% less capital inflows, than outflows
Capital inflows: $1.53B | Capital outflows: $2.34B
50% less funds holding in top 10
Funds holding in top 10: 26 → 13 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$136M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$80M |
| 3 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$58.1M |
| 4 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$47.9M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$45.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$206M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$195M |
| 3 |
State Street
Boston,
Massachusetts
|
-$183M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$156M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$136M |
VLO Hedge Fund Activity: Q4 2023 in Review
1,451 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2023, worth a combined $34B — down 11% from $38.1B a quarter earlier.
Buyers outnumbered sellers: 202 funds opened new VLO positions and 109 closed out — a net gain of 93 holders — while 513 added to existing stakes and 546 trimmed.
The largest buyer was Barclays, adding an estimated $136M. The largest seller was BlackRock, cutting an estimated $206M.
- 1,451 institutional investors held Valero Energy (VLO) as of Q4 2023, up from 1,374 in Q3 2023.
- Funds reported $34B of Valero Energy stock for Q4 2023, down 11% quarter-over-quarter.
- 202 funds opened new Valero Energy positions in Q4 2023 and 109 closed out, a net change of +93 holders.
- The largest Valero Energy buyer in Q4 2023 was Barclays, an estimated $136M added.
- The largest Valero Energy seller in Q4 2023 was BlackRock, an estimated $206M sold.
Based on aggregated 13F filings for Q4 2023.