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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
SMDAM
376
Sumitomo Mitsui DS Asset Management
Japan
$3.89M +$156K +1,244 +4%
OSNBOA
377
Old Second National Bank of Aurora
Illinois
$3.88M -$42.4K -338 -1%
MSRPS
378
Maryland State Retirement & Pension System
Maryland
$3.87M +$3.83M +30,501 New
EMPI
379
Elo Mutual Pension Insurance
Finland
$3.87M -$21K -167 -0.5%
SC
380
Scotia Capital
Ontario, Canada
$3.82M -$414K -3,296 -10%
ONB
381
Old National Bancorp
Indiana
$3.78M -$1.35M -10,754 -27%
Tudor Investment Corp
382
Tudor Investment Corp
Connecticut
$3.69M -$4.38M -34,925 -55%
MHI
383
Miller Howard Investments
New York
$3.69M +$240K +1,914 +7%
NCM
384
Narwhal Capital Management
Georgia
$3.69M +$299K +2,384 +9%
SWP
385
Stratos Wealth Partners
Ohio
$3.66M +$323K +2,575 +10%
SS
386
Sunbelt Securities
Texas
$3.66M +$35.9K +286 +1%
TFS
387
Thoroughbred Financial Services
Tennessee
$3.59M +$113K +898 +3%
JWCA
388
J.W. Coons Advisors
Ohio
$3.56M +$121K +965 +4%
NC
389
NewSquare Capital
Pennsylvania
$3.54M -$3.06M -24,395 -47%
RMC
390
Resources Management Corp
Connecticut
$3.52M +$5.27K +42 +0.2%
AIA
391
Affinity Investment Advisors
California
$3.51M +$366K +2,914 +12%
HC
392
Hourglass Capital
Texas
$3.5M
CBB
393
Citizens Business Bank
California
$3.5M -$82.3K -656 -2%
Daiwa Securities Group
394
Daiwa Securities Group
Japan
$3.49M +$80K +637 +2%
National Bank of Canada
395
National Bank of Canada
Quebec, Canada
$3.48M -$8.63M -68,712 -71%
KWILP
396
Kiwi Wealth Investments Limited Partnership
New Zealand
$3.42M -$177K -1,407 -5%
FMWA
397
Forvis Mazars Wealth Advisors
Missouri
$3.41M +$46.4K +370 +1%
TCM
398
Twin Capital Management
Pennsylvania
$3.39M +$2.25M +17,904 +203%
NB
399
Norinchukin Bank
Japan
$3.38M -$1.06M -8,419 -24%
AWS
400
Atria Wealth Solutions
New York
$3.33M -$353K -2,810 -10%

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.