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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
MHI
401
Miller Howard Investments
New York
$2.9M +$292K +2,652 +11%
CC
402
Cipher Capital
New York
$2.9M +$324K +2,943 +12%
TI
403
Tidal Investments
Wisconsin
$2.9M +$337K +3,061 +13%
JWCA
404
J.W. Coons Advisors
Ohio
$2.89M +$202K +1,840 +7%
Daiwa Securities Group
405
Daiwa Securities Group
Japan
$2.87M +$69.5K +632 +2%
ACMA
406
Arbor Capital Management (Alaska)
Alaska
$2.87M +$31.3K +284 +1%
BMSSC
407
B. Metzler seel. Sohn & Co
Germany
$2.86M +$130K +1,178 +5%
NCM
408
Narwhal Capital Management
Georgia
$2.85M +$82.1K +746 +3%
FMWA
409
Forvis Mazars Wealth Advisors
Missouri
$2.83M +$56.8K +516 +2%
SWP
410
Stratos Wealth Partners
Ohio
$2.81M +$387K +3,517 +15%
TRCT
411
Tower Research Capital (TRC)
New York
$2.76M +$437K +3,971 +18%
MLM
412
Mount Lucas Management
Pennsylvania
$2.75M -$28.8K -262 -1%
WF
413
Welch & Forbes
Massachusetts
$2.71M +$71.2K +647 +3%
CM
414
Capula Management
Cayman Islands
$2.71M +$2.79M +25,331 New
WAM
415
Wakefield Asset Management
Colorado
$2.7M +$2.78M +25,264 New
LSERS
416
Louisiana State Employees Retirement System
Louisiana
$2.69M -$66K -600 -2%
SFP
417
Shepherd Financial Partners
Massachusetts
$2.68M -$72.2K -656 -3%
CPR
418
CSU Producer Resources
Ohio
$2.68M
OTPPB
419
Ontario Teachers' Pension Plan Board
Ontario, Canada
$2.68M +$84.9K +772 +3%
ACM
420
Advent Capital Management
New York
$2.67M
AIA
421
Affinity Investment Advisors
California
$2.65M -$2.09K -19 -0.1%
CM
422
Castleark Management
Illinois
$2.64M -$661K -6,010 -20%
PMAM
423
Picton Mahoney Asset Management
Ontario, Canada
$2.57M -$1.16M -10,530 -30%
MC
424
Mathes Company
New York
$2.56M
MLICM
425
Metropolitan Life Insurance Company (MetLife)
New York
$2.51M -$124K -1,126 -5%

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.