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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
FIA
351
Foundations Investment Advisors
Arizona
$4.56M +$3.97M +31,603 +730%
Walleye Trading
352
Walleye Trading
New York
$4.5M +$4.01M +31,955 +908%
William Blair & Company
353
William Blair & Company
Illinois
$4.48M +$504K +4,013 +13%
FDCDDQ
354
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.45M +$2.12M +16,866 +93%
MAM
355
Meeder Asset Management
Ohio
$4.43M +$780K +6,214 +22%
BCIM
356
British Columbia Investment Management
British Columbia, Canada
$4.43M -$682K -5,433 -13%
GLA
357
Great Lakes Advisors
Illinois
$4.39M +$482K +3,840 +12%
CCM
358
Channing Capital Management
Illinois
$4.33M -$652K -5,194 -13%
SSCM
359
Summit Street Capital Management
New York
$4.31M
VFM
360
Viking Fund Management
North Dakota
$4.31M
SGCIA
361
Smith Graham & Co Investment Advisors
Texas
$4.23M -$113K -900 -3%
LT
362
Legacy Trust
Michigan
$4.23M +$4.19M +33,347 New
BP
363
Broadleaf Partners
Ohio
$4.19M -$54K -430 -1%
TNB
364
Thomasville National Bank
Georgia
$4.16M -$167K -1,328 -4%
Cohen & Steers
365
Cohen & Steers
New York
$4.13M -$7.17M -57,157 -64%
USCWA
366
U.S. Capital Wealth Advisors
Texas
$4.1M -$154K -1,223 -4%
UIC
367
Uniplan Investment Counsel
Wisconsin
$4.05M -$111K -883 -3%
BIMC
368
Benson Investment Management Company
Virginia
$4.04M -$51.5K -410 -1%
SAM
369
Securian Asset Management
Minnesota
$4.02M -$47.6K -379 -1%
TI
370
Tidal Investments
Wisconsin
$4.02M +$576K +4,590 +17%
CTC
371
Central Trust Company
Missouri
$4M +$364K +2,901 +10%
BMSSC
372
B. Metzler seel. Sohn & Co
Germany
$3.98M +$584K +4,654 +17%
DILIC
373
Dai-ichi Life Insurance Company
Japan
$3.94M +$439K +3,500 +13%
KRS
374
Kentucky Retirement Systems
Kentucky
$3.93M +$17.1K +136 +0.4%
UIM
375
USS Investment Management
United Kingdom
$3.92M +$2.72M +21,700 +236%

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.