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Valero Energy

1,239 hedge funds and large institutions have $33.1B invested in Valero Energy in 2022 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 469 increasing their positions, 447 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 94

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

2% more funds holding

Funds holding: 1,2131,239 (+26)

1.3% more ownership

Funds ownership: 77.47%78.77% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 447

1% less capital invested

Capital invested by funds: $33.4B → $33.1B (-$388M)

20% less call options, than puts

Call options by funds: $850M | Put options by funds: $1.06B

Holders
1,239
Holders Change
+26
Holders Change %
+2.14%
% of All Funds
21.34%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.48%
New
135
Increased
469
Reduced
447
Closed
94
Calls
$850M
Puts
$1.06B
Net Calls
-$215M
Net Calls Change
-$144M
Name Holding Trade Value Shares
Change
Change in
Stake
SLAM
301
Swiss Life Asset Management
$5.65M -$2.2M -20,006 -27%
CGH
302
Crossmark Global Holdings
Texas
$5.63M +$2.67M +24,231 +85%
NC
303
NewSquare Capital
Pennsylvania
$5.59M +$426K +3,873 +8%
ACIM
304
Azimuth Capital Investment Management
Michigan
$5.53M -$1.83M -16,652 -24%
BC
305
Burney Company
Virginia
$5.51M +$1.27M +11,505 +29%
KAS
306
Kestra Advisory Services
Texas
$5.45M +$206K +1,872 +4%
JIR
307
James Investment Research
Ohio
$5.44M -$268K -2,439 -5%
HHAM
308
HITE Hedge Asset Management
Massachusetts
$5.42M -$366K -3,326 -6%
SEEDPG
309
S.E.E.D. Planning Group
New York
$5.41M -$221K -2,012 -4%
NAM
310
Nissay Asset Management
Japan
$5.35M +$158K +1,438 +3%
Rockefeller Capital Management
311
Rockefeller Capital Management
New York
$5.34M -$3.2M -29,086 -37%
AIM
312
Achmea Investment Management
Netherlands
$5.34M +$790K +7,182 +17%
EVM
313
Eaton Vance Management
Massachusetts
$5.21M -$278K -2,523 -5%
CS
314
Candriam SCA
Luxembourg
$5.14M +$955K +8,675 +22%
AI
315
Atria Investments
North Carolina
$5.04M +$147K +1,338 +3%
CCM
316
Carmel Capital Management
California
$5.04M +$99K +900 +2%
TYCC
317
Texas Yale Capital Corp
Florida
$5.02M +$26.4K +240 +0.5%
WIA
318
Westbourne Investment Advisors
Maryland
$5.01M -$265K -2,410 -5%
X
319
Xponance
Pennsylvania
$5.01M +$672K +6,105 +15%
BPA
320
Beacon Pointe Advisors
California
$4.96M -$184K -1,672 -3%
CBTWT
321
Community Bank & Trust (Waco, Texas)
Texas
$4.92M +$74.9K +681 +2%
MIM
322
Montgomery Investment Management
Maryland
$4.88M +$11K +100 +0.2%
CNB
323
Czech National Bank
Czech Republic
$4.88M +$5.03M +45,718 New
IAS
324
IMA Advisory Services
Colorado
$4.88M -$252K -2,286 -5%
ASN
325
Advisory Services Network
Georgia
$4.85M +$550K +5,001 +12%

VLO Hedge Fund Activity: Q3 2022 in Review

1,239 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2022, worth a combined $33.1B — down 1.2% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new VLO positions and 94 closed out — a net gain of 41 holders — while 469 added to existing stakes and 447 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $236M. The largest seller was Jane Street, cutting an estimated $323M.

  • 1,239 institutional investors held Valero Energy (VLO) as of Q3 2022, up from 1,213 in Q2 2022.
  • Funds reported $33.1B of Valero Energy stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 135 funds opened new Valero Energy positions in Q3 2022 and 94 closed out, a net change of +41 holders.
  • The largest Valero Energy buyer in Q3 2022 was Arrowstreet Capital, an estimated $236M added.
  • The largest Valero Energy seller in Q3 2022 was Jane Street, an estimated $323M sold.

Based on aggregated 13F filings for Q3 2022.