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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
MC
426
Mathes Company
New York
$2.54M +$2.83M +23,910 New
PFM
427
Patton Fund Management
Texas
$2.51M +$2.79M +23,609 New
OC
428
Oppenheimer & Co
New York
$2.49M -$3.42M -28,893 -55%
SWP
429
Stratos Wealth Partners
Ohio
$2.42M -$493K -4,165 -15%
NMERB
430
New Mexico Educational Retirement Board
New Mexico
$2.4M -$142K -1,200 -5%
NA
431
Navellier & Associates
Nevada
$2.4M +$2.67M +22,548 New
RC
432
Roundview Capital
New Jersey
$2.37M -$86.2K -728 -3%
GCM
433
Graham Capital Management
Connecticut
$2.35M +$2.14M +18,044 +442%
SF
434
Synovus Financial
Georgia
$2.35M +$1.24M +10,435 +90%
TRCT
435
Tower Research Capital (TRC)
New York
$2.33M -$4.01M -33,835 -61%
CC
436
Courier Capital
New York
$2.32M -$59.2K -500 -2%
Luther King Capital Management (LKCM)
437
Luther King Capital Management (LKCM)
Texas
$2.31M +$473K +3,998 +23%
HCM
438
Hudson Capital Management
New Jersey
$2.31M -$791K -6,686 -24%
WP
439
Waycross Partners
Kentucky
$2.31M +$1.18M +10,000 +85%
BDS
440
Banco de Sabadell
Florida
$2.28M -$309K -2,607 -11%
ACM
441
Aquatic Capital Management
Illinois
$2.27M +$2.53M +21,400 New
BFA
442
Bragg Financial Advisors
North Carolina
$2.27M -$14.8K -125 -0.6%
VPIM
443
Vanguard Personalized Indexing Management
California
$2.27M +$1.05M +8,898 +71%
OCM
444
Orleans Capital Management
Louisiana
$2.23M +$139K +1,175 +6%
Balyasny Asset Management
445
Balyasny Asset Management
Illinois
$2.22M +$2.47M +20,898 New
BA
446
Bristlecone Advisors
Washington
$2.18M +$57.5K +486 +2%
HT
447
HAP Trading
New York
$2.17M +$154K +1,301 +7%
Fisher Asset Management
448
Fisher Asset Management
Washington
$2.16M +$405K +3,418 +20%
UOC
449
UBS O'Connor
Illinois
$2.16M +$2.4M +20,306 New
EP
450
Edgestream Partners
New Jersey
$2.16M +$2.06M +17,437 +610%

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.