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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
JCM
476
Janney Capital Management
Pennsylvania
$1.79M +$169K +1,431 +9%
KWM
477
Kingsview Wealth Management
Oregon
$1.78M +$677K +5,719 +52%
FDCDDQ
478
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.76M -$495K -4,179 -20%
Vontobel Holding
479
Vontobel Holding
Switzerland
$1.76M +$234K +1,973 +14%
BCM
480
Becker Capital Management
Oregon
$1.75M -$143K -1,210 -7%
CI Investments Inc
481
CI Investments Inc
Ontario, Canada
$1.75M +$1.94M +16,374 +32,748%
UB
482
UMB Bank
Missouri
$1.75M -$93.8K -792 -5%
AF
483
Allworth Financial
California
$1.74M -$54.2K -458 -3%
PWMAG
484
Pinnacle Wealth Management Advisory Group
New Jersey
$1.74M -$163K -1,380 -8%
CM
485
CoreCommodity Management
Connecticut
$1.72M -$12.7K -107 -0.7%
AP
486
Appleton Partners
Massachusetts
$1.7M +$190K +1,605 +11%
PGFC
487
Peapack-Gladstone Financial Corp
New Jersey
$1.68M -$65.6K -554 -3%
BCM
488
BTC Capital Management
Iowa
$1.67M -$599K -5,059 -24%
Bessemer Group
489
Bessemer Group
New Jersey
$1.67M +$45.7K +386 +3%
BS
490
Boenning & Scattergood
Pennsylvania
$1.65M +$3.08K +26 +0.2%
AWE
491
Avidian Wealth Enterprises
Texas
$1.64M +$24K +203 +1%
JC
492
JB Capital
Connecticut
$1.6M +$48.5K +410 +3%
PMG
493
ProVise Management Group
Florida
$1.6M
DCM
494
Dupont Capital Management
Delaware
$1.59M +$30.8K +260 +2%
ECM
495
Exchange Capital Management
Michigan
$1.59M -$83.8K -708 -5%
USAA
496
United Services Automobile Association
Texas
$1.59M +$1.77M +14,969 New
RJT
497
Raymond James Trust
Florida
$1.59M +$86.4K +730 +5%
XSC
498
X-Square Capital
Puerto Rico
$1.59M +$20.6K +174 +1%
CT
499
Caldwell Trust
Florida
$1.58M +$3.79K +32 +0.2%
CT
500
Coastline Trust
Rhode Island
$1.56M +$678K +5,725 +64%

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.