We are live on ! Find out more
VLO icon

Valero Energy

1,324 hedge funds and large institutions have $37.7B invested in Valero Energy in 2022 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 453 increasing their positions, 512 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 78

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

14% more capital invested

Capital invested by funds: $33.1B → $37.7B (+$4.61B)

7% more funds holding

Funds holding: 1,2391,324 (+85)

0.83% less ownership

Funds ownership: 78.77%77.94% (-0.83%)

12% less repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 512

30% less call options, than puts

Call options by funds: $913M | Put options by funds: $1.31B

Holders
1,324
Holders Change
+85
Holders Change %
+6.86%
% of All Funds
21.28%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.51%
New
189
Increased
453
Reduced
512
Closed
78
Calls
$913M
Puts
$1.31B
Net Calls
-$398M
Net Calls Change
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
301
Carmel Capital Management
California
$6.05M +$75.3K +600 +1%
NAM
302
Nissay Asset Management
Japan
$6.05M -$301K -2,395 -5%
TYCC
303
Texas Yale Capital Corp
Florida
$5.96M
PMEF
304
Point72 Middle East FZE
United Arab Emirates
$5.94M +$5.88M +46,814 New
KAS
305
Kestra Advisory Services
Texas
$5.93M -$535K -4,259 -8%
AI
306
Atria Investments
North Carolina
$5.91M -$69.3K -552 -1%
SSA
307
Schonfeld Strategic Advisors
New York
$5.9M -$11.6M -92,525 -67%
DLA
308
Douglas Lane & Associates
New York
$5.9M -$2.39M -19,004 -29%
CBTWT
309
Community Bank & Trust (Waco, Texas)
Texas
$5.88M +$40.9K +326 +0.7%
PP
310
Prudential plc
United Kingdom
$5.86M +$125K +993 +2%
IG
311
ING Group
Netherlands
$5.83M +$5.77M +45,966 New
WIA
312
Westbourne Investment Advisors
Maryland
$5.83M -$122K -973 -2%
MIM
313
Montgomery Investment Management
Maryland
$5.8M
CS
314
Candriam SCA
Luxembourg
$5.78M -$323K -2,571 -5%
PI
315
PEAK6 Investments
Illinois
$5.77M +$5.7M +45,447 New
CNB
316
Czech National Bank
Czech Republic
$5.73M -$70.9K -565 -1%
ASN
317
Advisory Services Network
Georgia
$5.73M -$35.1K -280 -0.6%
IMPI
318
Ilmarinen Mutual Pension Insurance
Finland
$5.7M -$6.3M -50,200 -53%
BCM
319
Bridgeway Capital Management
Texas
$5.7M +$5.64M +44,900 New
CSUI
320
Cincinnati Specialty Underwriters Insurance
Ohio
$5.6M
CAN
321
Cetera Advisor Networks
California
$5.54M +$1.62M +12,890 +42%
Mercer Global Advisors
322
Mercer Global Advisors
Colorado
$5.46M +$1.01M +8,025 +23%
CIA
323
Capital Investment Advisors
Georgia
$5.45M -$172K -1,372 -3%
IMCOOI
324
Investment Management Corp of Ontario (IMCO)
Canada
$5.45M +$5.4M +42,981 New
BBWA
325
Bell & Brown Wealth Advisors
California
$5.42M -$1.37M -10,882 -20%

VLO Hedge Fund Activity: Q4 2022 in Review

1,324 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2022, worth a combined $37.7B — up 14% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new VLO positions and 78 closed out — a net gain of 111 holders — while 453 added to existing stakes and 512 trimmed.

The largest buyer was Ameriprise, adding an estimated $249M. The largest seller was Capital World Investors, cutting an estimated $564M.

  • 1,324 institutional investors held Valero Energy (VLO) as of Q4 2022, up from 1,239 in Q3 2022.
  • Funds reported $37.7B of Valero Energy stock for Q4 2022, up 14% quarter-over-quarter.
  • 189 funds opened new Valero Energy positions in Q4 2022 and 78 closed out, a net change of +111 holders.
  • The largest Valero Energy buyer in Q4 2022 was Ameriprise, an estimated $249M added.
  • The largest Valero Energy seller in Q4 2022 was Capital World Investors, an estimated $564M sold.

Based on aggregated 13F filings for Q4 2022.