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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
BOSSRA
401
B.O.S.S. Retirement Advisors
Utah
$3.27M +$3.24M +25,809 New
ZIM
402
Zacks Investment Management
Illinois
$3.23M -$1.1M -8,792 -26%
SWM
403
Scissortail Wealth Management
Oklahoma
$3.21M +$2.59M +20,614 +950%
EAM
404
Eagle Asset Management
Florida
$3.2M -$118K -941 -3%
BCM
405
BTC Capital Management
Iowa
$3.19M +$1.14M +9,091 +57%
CPR
406
CSU Producer Resources
Ohio
$3.18M
SFP
407
Shepherd Financial Partners
Massachusetts
$3.17M -$9.41K -75 -0.3%
LSERS
408
Louisiana State Employees Retirement System
Louisiana
$3.16M -$37.7K -300 -1%
Assenagon Asset Management
409
Assenagon Asset Management
Luxembourg
$3.16M -$45.4M -361,703 -94%
CM
410
Castleark Management
Illinois
$3.13M
WF
411
Welch & Forbes
Massachusetts
$3.13M -$91.6K -730 -3%
OC
412
Oppenheimer & Co
New York
$3.12M +$285K +2,268 +10%
ACMA
413
Arbor Capital Management (Alaska)
Alaska
$3.12M +$73.8K +588 +2%
PA
414
Profund Advisors
Maryland
$3.09M +$261K +2,078 +9%
AAS
415
Avantax Advisory Services
Texas
$3.05M +$246K +1,956 +9%
CSS
416
Cubist Systematic Strategies
Connecticut
$3.05M -$11.2M -88,898 -79%
HCM
417
Hudson Capital Management
New Jersey
$3.04M +$94.1K +750 +3%
MC
418
Mathes Company
New York
$3.02M -$8.16K -65 -0.3%
NIG
419
NFJ Investment Group
Texas
$3.02M -$313K -2,493 -9%
VPIM
420
Vanguard Personalized Indexing Management
California
$2.92M -$678K -5,400 -19%
PMAM
421
Picton Mahoney Asset Management
Ontario, Canada
$2.91M -$140K -1,115 -5%
BIAS
422
Beacon Investment Advisory Services
New Jersey
$2.9M +$556K +4,428 +24%
JCM
423
Janney Capital Management
Pennsylvania
$2.9M +$482K +3,841 +20%
CTI
424
Community Trust & Investment
Kentucky
$2.88M -$1.03M -8,197 -27%
MLICM
425
Metropolitan Life Insurance Company (MetLife)
New York
$2.83M -$145K -1,157 -5%

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.