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Valero Energy
VLO

1,394 hedge funds and large institutions have $40B invested in Valero Energy in 2023 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 497 increasing their positions, 539 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed

126% more first-time investments, than exits

New positions opened: 172 | Existing positions closed: 76

6% more capital invested

Capital invested by funds: $37.7B → $40B (+$2.37B)

5% more funds holding

Funds holding: 1,324 → 1,394 (+70)

5% more call options, than puts

Call options by funds: $997M | Put options by funds: $947M

0% more funds holding in top 10

Funds holding in top 10: 32 → 32 (0)

0.14% less ownership

Funds ownership: 77.94% → 77.8% (-0.14%)

8% less repeat investments, than reductions

Existing positions increased: 497 | Existing positions reduced: 539

Holders
1,394
Holders Change
+70
Holders Change %
+5.29%
% of All Funds
22.22%
Holding in Top 10
32
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.51%
New
172
Increased
497
Reduced
539
Closed
76
Calls
$997M
Puts
$947M
Net Calls
+$49.9M
Net Calls Change
+$447M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$529M
2
EWA
EP Wealth Advisors
California
+$155M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$150M
4
Jane Street
Jane Street
New York
+$147M
5
HF
HRT Financial
New York
+$138M

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$860M
2
BlackRock
BlackRock
New York
-$470M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$303M
4
State Street
State Street
Massachusetts
-$194M
5
Morgan Stanley
Morgan Stanley
New York
-$181M
Name Holding Trade Value Shares
Change 		Change in
Stake
LSV Asset Management
26
LSV Asset Management
Illinois
$254M +$282K +2,100 +0.1%
JP Morgan Chase
27
JP Morgan Chase
New York
$254M +$14.7M +109,499 +6%
UBS AM
28
UBS AM
Illinois
$246M -$132M -983,739 -36%
T. Rowe Price Associates
29
T. Rowe Price Associates
Maryland
$243M +$128M +952,518 +121%
Swiss National Bank
30
Swiss National Bank
Switzerland
$214M -$9.58M -71,300 -4%
AQR Capital Management
31
AQR Capital Management
Connecticut
$197M +$18.4M +137,259 +11%
Boston Partners
32
Boston Partners
Massachusetts
$193M +$59.3M +441,470 +47%
Wells Fargo
33
Wells Fargo
California
$181M -$9.47M -70,523 -5%
Sumitomo Mitsui Trust Group
34
Sumitomo Mitsui Trust Group
Japan
$170M -$40.4M -300,568 -20%
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$160M +$9.35M +69,575 +6%
Jane Street
36
Jane Street
New York
$159M +$147M +1,093,020 +2,220%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$156M +$9.45M +70,365 +7%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$153M +$1.72M +12,809 +1%
Prudential Financial
39
Prudential Financial
New Jersey
$145M -$17M -126,655 -11%
HF
40
HRT Financial
New York
$144M +$138M +1,028,681 New
Acadian Asset Management
41
Acadian Asset Management
Massachusetts
$135M +$7.88M +58,672 +6%
Millennium Management
42
Millennium Management
New York
$131M +$73M +543,229 +137%
AllianceBernstein
43
AllianceBernstein
Tennessee
$131M -$5.3M -39,482 -4%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$131M -$5.06M -37,645 -4%
Thrivent Financial for Lutherans
45
Thrivent Financial for Lutherans
Minnesota
$128M -$197K -1,469 -0.2%
Primecap Management
46
Primecap Management
California
$126M -$2.18M -16,200 -2%
HNB
47
Huntington National Bank
Ohio
$125M +$2.11M +15,721 +2%
California Public Employees Retirement System
48
California Public Employees Retirement System
California
$110M -$15M -111,840 -12%
Barrow, Hanley, Mewhinney & Strauss
49
Barrow, Hanley, Mewhinney & Strauss
Texas
$109M -$62.1M -462,488 -37%
EWA
50
EP Wealth Advisors
California
$108M +$155M +1,151,119 +361%
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VLO Hedge Fund Activity: Q1 2023 in Review

1,394 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2023, worth a combined $40B — up 6.3% from $37.7B a quarter earlier.

Buyers outnumbered sellers: 172 funds opened new VLO positions and 76 closed out — a net gain of 96 holders — while 497 added to existing stakes and 539 trimmed.

The largest buyer was Bank of America, adding an estimated $529M. The largest seller was Vanguard Group, cutting an estimated $860M.

  • 1,394 institutional investors held Valero Energy (VLO) as of Q1 2023, up from 1,324 in Q4 2022.
  • Funds reported $40B of Valero Energy stock for Q1 2023, up 6.3% quarter-over-quarter.
  • 172 funds opened new Valero Energy positions in Q1 2023 and 76 closed out, a net change of +96 holders.
  • The largest Valero Energy buyer in Q1 2023 was Bank of America, an estimated $529M added.
  • The largest Valero Energy seller in Q1 2023 was Vanguard Group, an estimated $860M sold.

Based on aggregated 13F filings for Q1 2023.