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Valero Energy

1,213 hedge funds and large institutions have $33.4B invested in Valero Energy in 2022 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 427 increasing their positions, 468 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 92

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

3% more funds holding

Funds holding: 1,1721,213 (+41)

3% more capital invested

Capital invested by funds: $32.5B → $33.4B (+$975M)

0.9% less ownership

Funds ownership: 78.37%77.47% (-0.9%)

7% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.08B

9% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 468

Holders
1,213
Holders Change
+41
Holders Change %
+3.5%
% of All Funds
20.43%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.42%
New
153
Increased
427
Reduced
468
Closed
92
Calls
$1.01B
Puts
$1.08B
Net Calls
-$70.8M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
JAM
276
JCIC Asset Management
Ontario, Canada
$6.14M -$790K -6,675 -10%
CIBC World Market
277
CIBC World Market
Ontario, Canada
$6.06M +$3.97M +33,547 +143%
CCM
278
Channing Capital Management
Illinois
$6.02M -$2.92M -24,672 -30%
Cerity Partners
279
Cerity Partners
New York
$5.99M +$2.59M +21,842 +63%
BBWA
280
Bell & Brown Wealth Advisors
California
$5.81M -$172K -1,455 -3%
Comerica Bank
281
Comerica Bank
Texas
$5.8M -$64.7K -547 -1%
GT
282
Glenview Trust
Kentucky
$5.78M +$1.66K +14 +0%
ANBT
283
American National Bank & Trust
Texas
$5.77M -$6.87K -58 -0.1%
HHAM
284
HITE Hedge Asset Management
Massachusetts
$5.75M +$6.4M +54,093 New
TPSF
285
Texas Permanent School Fund
Texas
$5.73M +$103K +874 +2%
BFG
286
Berger Financial Group
Minnesota
$5.72M -$169K -1,430 -3%
SAM
287
Storebrand Asset Management
Norway
$5.71M -$496K -4,191 -7%
AAM
288
Advisors Asset Management
Colorado
$5.7M +$1.76M +14,888 +38%
JIR
289
James Investment Research
Ohio
$5.67M -$2.38M -20,075 -27%
AHC
290
Adell Harriman & Carpenter
Texas
$5.65M -$864K -7,300 -12%
SEEDPG
291
S.E.E.D. Planning Group
New York
$5.6M -$993K -8,389 -14%
WTB
292
Washington Trust Bank
Washington
$5.57M -$67.1K -567 -1%
Janus Henderson Group
293
Janus Henderson Group
United Kingdom
$5.57M -$29.4M -248,381 -83%
EVM
294
Eaton Vance Management
Massachusetts
$5.45M -$443K -3,746 -7%
CBT
295
Central Bank & Trust
Kentucky
$5.42M +$864K +7,300 +17%
Lazard Asset Management
296
Lazard Asset Management
New York
$5.34M +$5.81M +49,046 +3,914%
MML Investors Services
297
MML Investors Services
Massachusetts
$5.31M +$248K +2,093 +4%
T
298
TOBAM
France
$5.25M +$5.66M +47,849 +3,027%
WIA
299
Westbourne Investment Advisors
Maryland
$5.24M -$1.63M -13,796 -22%
KAS
300
Kestra Advisory Services
Texas
$5.22M +$868K +7,337 +18%

VLO Hedge Fund Activity: Q2 2022 in Review

1,213 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2022, worth a combined $33.4B — up 3% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new VLO positions and 92 closed out — a net gain of 61 holders — while 427 added to existing stakes and 468 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $637M. The largest seller was Vanguard Group, cutting an estimated $682M.

  • 1,213 institutional investors held Valero Energy (VLO) as of Q2 2022, up from 1,172 in Q1 2022.
  • Funds reported $33.4B of Valero Energy stock for Q2 2022, up 3% quarter-over-quarter.
  • 153 funds opened new Valero Energy positions in Q2 2022 and 92 closed out, a net change of +61 holders.
  • The largest Valero Energy buyer in Q2 2022 was Fidelity Investments, an estimated $637M added.
  • The largest Valero Energy seller in Q2 2022 was Vanguard Group, an estimated $682M sold.

Based on aggregated 13F filings for Q2 2022.