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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
ACM
451
AlphaCrest Capital Management
New York
$2.15M +$1.56M +13,152 +186%
CIC
452
Cornercap Investment Counsel
Georgia
$2.14M -$285K -2,406 -11%
ACG
453
Aventail Capital Group
New York
$2.13M -$20.3M -171,829 -90%
PCM
454
Palouse Capital Management
Washington
$2.08M -$1.35M -11,402 -37%
LJCM
455
Lee Johnson Capital Management
Texas
$2.07M +$68.8K +581 +3%
AAS
456
Avantax Advisory Services
Texas
$2.06M +$140K +1,181 +6%
KIG
457
Kessler Investment Group
Indiana
$2.03M +$41K +346 +2%
NMIMC
458
Northwestern Mutual Investment Management Company
Wisconsin
$2.03M -$1.06K -9 -0%
IWA
459
Intercontinental Wealth Advisors
Texas
$2.02M +$118K +997 +6%
IA
460
Icon Advisers
Colorado
$2.02M -$2.72M -23,000 -55%
PAM
461
Panagora Asset Management
Massachusetts
$2.01M -$2.82M -23,782 -56%
FHA
462
First Horizon Advisors
Tennessee
$2.01M -$1.78M -15,033 -44%
MIM
463
Moseley Investment Management
Florida
$1.99M +$150K +1,265 +7%
NAMA
464
Nikko Asset Management Americas
New York
$1.95M -$435K -3,677 -17%
MCM
465
Mengis Capital Management
Oregon
$1.92M -$1.66M -14,004 -44%
V
466
Veritable
Delaware
$1.92M +$107K +900 +5%
AC
467
Allstate Corporation
Illinois
$1.9M -$14.7K -124 -0.7%
TSS
468
Two Sigma Securities
New York
$1.9M +$1.16M +9,769 +120%
HCP
469
Hiddenite Capital Partners
New York
$1.9M +$2.11M +17,850 New
SWM
470
SeaCrest Wealth Management
New York
$1.88M +$945K +7,986 +82%
DWM
471
Doyle Wealth Management
Florida
$1.86M -$99.4K -840 -5%
HDIM
472
Hanson & Doremus Investment Management
Vermont
$1.84M -$16.2K -137 -0.8%
FNBT
473
FineMark National Bank & Trust
Florida
$1.84M -$37.8K -319 -2%
LFAS
474
Level Four Advisory Services
Texas
$1.83M +$483K +4,079 +31%
FIM
475
Fruth Investment Management
Texas
$1.81M

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.