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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
JSL
426
JT Stratford LLC
Georgia
$2.49M -$602K -5,470 -19%
HCM
427
Hudson Capital Management
New Jersey
$2.48M +$163K +1,483 +7%
GWM
428
Geneos Wealth Management
Colorado
$2.41M -$214K -1,947 -8%
OC
429
Oppenheimer & Co
New York
$2.39M -$115K -1,046 -4%
PA
430
Profund Advisors
Maryland
$2.38M -$444K -4,031 -15%
AAS
431
Avantax Advisory Services
Texas
$2.36M +$295K +2,682 +14%
CC
432
Courier Capital
New York
$2.33M
Luther King Capital Management (LKCM)
433
Luther King Capital Management (LKCM)
Texas
$2.32M -$440 -4 -0%
BDS
434
Banco de Sabadell
Florida
$2.31M +$27.1K +246 +1%
CWG
435
Cornerstone Wealth Group
North Carolina
$2.26M +$2.33M +21,161 New
BFA
436
Bragg Financial Advisors
North Carolina
$2.25M -$33.7K -306 -1%
EWA
437
Exencial Wealth Advisors
Oklahoma
$2.24M -$1.49M -13,552 -39%
OCM
438
Orleans Capital Management
Louisiana
$2.24M
CPA
439
Capital Planning Advisors
California
$2.24M -$393K -3,574 -15%
NMERB
440
New Mexico Educational Retirement Board
New Mexico
$2.22M -$198K -1,800 -8%
KIG
441
Kessler Investment Group
Indiana
$2.22M +$177K +1,611 +8%
SAM
442
Shell Asset Management
Netherlands
$2.19M -$588K -5,344 -21%
JWM
443
Jackson Wealth Management
Florida
$2.15M +$2.21M +20,117 New
PIMJS
444
PKO Investment Management Joint-Stock
Poland
$2.14M -$1.21M -11,000 -35%
RJT
445
Raymond James Trust
Florida
$2.13M +$552K +5,015 +34%
LJCM
446
Lee Johnson Capital Management
Texas
$2.1M +$24K +218 +1%
IWA
447
Intercontinental Wealth Advisors
Texas
$2.08M +$49.8K +453 +2%
CIC
448
Cornercap Investment Counsel
Georgia
$2.06M -$86.7K -788 -4%
PCM
449
Palouse Capital Management
Washington
$2.05M -$39.9K -363 -2%
UOC
450
UBS O'Connor
Illinois
$2.04M -$138K -1,253 -6%

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.