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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
PAG
426
Private Advisor Group
New Jersey
$2.82M +$700K +5,580 +14%
JSL
427
JT Stratford LLC
Georgia
$2.81M -$145K -1,156 -5%
APWM
428
Argonautica Private Wealth Management
Massachusetts
$2.79M +$2.76M +22,016 New
CC
429
Courier Capital
New York
$2.77M
GWM
430
Geneos Wealth Management
Colorado
$2.77M -$91.3K -727 -3%
VIA
431
Vident Investment Advisory
Georgia
$2.77M +$424K +3,378 +18%
CM
432
CastleKnight Management
New York
$2.68M +$2.65M +21,100 New
CW
433
Connectus Wealth
Ohio
$2.68M +$2.64M +21,043 New
BFA
434
Bragg Financial Advisors
North Carolina
$2.67M
CWG
435
Cornerstone Wealth Group
North Carolina
$2.65M -$34K -271 -1%
MME
436
Meag Munich Ergo
Germany
$2.63M +$868K +6,911 +50%
WAM
437
Wakefield Asset Management
Colorado
$2.63M -$570K -4,544 -18%
BDS
438
Banco de Sabadell
Florida
$2.62M -$125K -994 -5%
CB
439
Commerce Bank
Missouri
$2.61M -$6.29M -50,097 -71%
GCC
440
Game Creek Capital
Massachusetts
$2.6M +$2.34M +18,625 +980%
OCM
441
Orleans Capital Management
Louisiana
$2.58M -$72.8K -580 -3%
Luther King Capital Management (LKCM)
442
Luther King Capital Management (LKCM)
Texas
$2.57M -$187K -1,489 -7%
Bessemer Group
443
Bessemer Group
New Jersey
$2.56M +$354K +2,817 +16%
LJCM
444
Lee Johnson Capital Management
Texas
$2.56M +$61K +486 +2%
ACM
445
Advent Capital Management
New York
$2.54M -$628K -5,000 -20%
PIMJS
446
PKO Investment Management Joint-Stock
Poland
$2.54M
CIC
447
Canal Insurance Company
South Carolina
$2.54M -$1.88M -15,000 -43%
SC
448
Sepio Capital
Utah
$2.53M +$2.5M +19,909 New
RJT
449
Raymond James Trust
Florida
$2.48M -$55.9K -445 -2%
EWA
450
Exencial Wealth Advisors
Oklahoma
$2.43M -$232K -1,846 -9%

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.