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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
MLM
401
Mount Lucas Management
Pennsylvania
$2.77M +$3.08M +26,025 New
NCM
402
Narwhal Capital Management
Georgia
$2.76M +$308K +2,603 +11%
FMWA
403
Forvis Mazars Wealth Advisors
Missouri
$2.76M -$83.7K -707 -3%
SAM
404
Shell Asset Management
Netherlands
$2.75M -$474K -4,005 -13%
SFP
405
Shepherd Financial Partners
Massachusetts
$2.74M +$60.4K +510 +2%
BMSSC
406
B. Metzler seel. Sohn & Co
Germany
$2.72M +$529K +4,472 +21%
Nomura Holdings
407
Nomura Holdings
Japan
$2.7M +$1.92M +16,221 +185%
JWCA
408
J.W. Coons Advisors
Ohio
$2.68M +$9.47K +80 +0.3%
CPR
409
CSU Producer Resources
Ohio
$2.66M
ACM
410
Advent Capital Management
New York
$2.66M +$2.96M +25,000 New
GWM
411
Geneos Wealth Management
Colorado
$2.65M +$632K +5,343 +28%
AIA
412
Affinity Investment Advisors
California
$2.64M -$227K -1,914 -7%
WF
413
Welch & Forbes
Massachusetts
$2.63M -$69.2K -585 -2%
MLICM
414
Metropolitan Life Insurance Company (MetLife)
New York
$2.61M -$77.1K -651 -3%
MHI
415
Miller Howard Investments
New York
$2.61M +$908K +7,668 +45%
CPA
416
Capital Planning Advisors
California
$2.6M -$353K -2,980 -11%
ACMA
417
Arbor Capital Management (Alaska)
Alaska
$2.58M -$61K -515 -2%
OTPPB
418
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.58M +$871K +7,355 +43%
CC
419
Cipher Capital
New York
$2.57M +$2.87M +24,222 New
WA
420
WESPAC Advisors
California
$2.57M +$1.16M +9,765 +68%
IUHSA
421
Itau Unibanco Holding S.A.
Brazil
$2.57M -$16.2M -136,437 -85%
TI
422
Tidal Investments
Wisconsin
$2.55M +$700K +5,916 +33%
VFM
423
Viking Fund Management
North Dakota
$2.55M -$4.38M -37,000 -61%
JF
424
Jump Financial
Illinois
$2.55M +$2.84M +24,013 New
BNP Paribas Asset Management
425
BNP Paribas Asset Management
France
$2.55M +$1.25M +10,528 +78%

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.