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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
JP Morgan Chase
26
JP Morgan Chase
New York
$217M +$4.6M +36,681 +2%
Swiss National Bank
27
Swiss National Bank
Switzerland
$203M -$21M -167,294 -9%
Sumitomo Mitsui Trust Group
28
Sumitomo Mitsui Trust Group
Japan
$193M -$36M -286,789 -16%
Goldman Sachs
29
Goldman Sachs
New York
$190M -$20.3M -161,712 -10%
Wells Fargo
30
Wells Fargo
California
$173M -$9.4M -74,867 -5%
AQR Capital Management
31
AQR Capital Management
Connecticut
$166M -$19M -151,574 -10%
Barrow, Hanley, Mewhinney & Strauss
32
Barrow, Hanley, Mewhinney & Strauss
Texas
$158M -$3.76M -29,925 -2%
Prudential Financial
33
Prudential Financial
New Jersey
$148M -$4.63M -36,910 -3%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$137M +$52.3M +416,435 +63%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$136M -$25.8M -205,612 -16%
HSBC Holdings
36
HSBC Holdings
United Kingdom
$136M +$32.2M +256,833 +31%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$133M +$2.09M +16,661 +2%
Barclays
38
Barclays
United Kingdom
$133M -$49M -390,707 -27%
Capital World Investors
39
Capital World Investors
California
$127M -$564M -4,492,973 -82%
First Trust Advisors
40
First Trust Advisors
Illinois
$125M +$26.7M +212,657 +27%
AllianceBernstein
41
AllianceBernstein
Tennessee
$124M -$7.66M -61,020 -6%
VOYA Investment Management
42
VOYA Investment Management
Georgia
$124M -$135M -1,078,894 -53%
Citigroup
43
Citigroup
New York
$120M -$26.6M -212,100 -18%
Boston Partners
44
Boston Partners
Massachusetts
$120M -$25.4M -202,387 -18%
Primecap Management
45
Primecap Management
California
$117M -$6.42M -51,125 -5%
Thrivent Financial for Lutherans
46
Thrivent Financial for Lutherans
Minnesota
$117M -$132K -1,050 -0.1%
Acadian Asset Management
47
Acadian Asset Management
Massachusetts
$115M -$816K -6,503 -0.7%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$114M -$1.64M -13,073 -1%
HNB
49
Huntington National Bank
Ohio
$112M +$3.97M +31,651 +4%
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$99.9M -$12.6M -100,478 -11%

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.