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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
T
451
TOBAM
France
$2.41M -$4.46M -35,554 -65%
NA
452
NewEdge Advisors
Louisiana
$2.41M +$1.52M +12,107 +41%
CT
453
Coastline Trust
Rhode Island
$2.4M +$514K +4,095 +28%
RC
454
Roundview Capital
New Jersey
$2.4M +$10.9K +87 +0.5%
BA
455
Bristlecone Advisors
Washington
$2.36M -$51.1K -407 -2%
NMERB
456
New Mexico Educational Retirement Board
New Mexico
$2.34M -$301K -2,400 -12%
V
457
Veritable
Delaware
$2.31M +$189K +1,509 +9%
HWAM
458
Hennion & Walsh Asset Management
New Jersey
$2.29M +$373K +2,975 +20%
AC
459
Allstate Corporation
Illinois
$2.29M +$19.2K +153 +0.9%
AIM
460
Allstate Investment Management
Illinois
$2.29M +$2.27M +18,070 New
IMRF
461
Illinois Municipal Retirement Fund
Illinois
$2.27M +$470K +3,747 +26%
FNBOMD
462
First National Bank of Mount Dora
Florida
$2.27M -$95.4K -760 -4%
AP
463
Appleton Partners
Massachusetts
$2.25M +$126K +1,005 +6%
HI
464
Horizon Investments
North Carolina
$2.25M +$543K +4,324 +32%
BL
465
Balentine LLC
Georgia
$2.24M +$38.8K +309 +2%
CT
466
Caldwell Trust
Florida
$2.21M +$148K +1,178 +7%
HDIM
467
Hanson & Doremus Investment Management
Vermont
$2.2M +$34.5K +275 +2%
FIM
468
Fruth Investment Management
Texas
$2.19M -$91K -725 -4%
MIM
469
Moseley Investment Management
Florida
$2.18M -$226K -1,800 -9%
VI
470
Vestcor Inc
New Brunswick, Canada
$2.18M -$33.8K -269 -2%
MCI
471
MRP Capital Investments
Georgia
$2.17M +$2.15M +17,133 New
FNBT
472
FineMark National Bank & Trust
Florida
$2.16M -$18.1K -144 -0.8%
DCM
473
Dupont Capital Management
Delaware
$2.14M -$274K -2,179 -11%
API
474
Advisor Partners II
California
$2.11M +$274K +2,186 +15%
PRC
475
Pearl River Capital
Michigan
$2.1M -$2.52M -20,082 -55%

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.