We are live on ! Find out more
VLO icon

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
Brown Advisory
476
Brown Advisory
Maryland
$2.09M +$20.1K +160 +1%
BF
477
BOK Financial
Oklahoma
$2.05M -$6.15K -49 -0.3%
MCM
478
Mengis Capital Management
Oregon
$2.04M -$28.7K -229 -1%
LFAS
479
Level Four Advisory Services
Texas
$2.04M -$340K -2,710 -14%
PCIA
480
Prime Capital Investment Advisors
Kansas
$2.04M -$140K -1,119 -7%
CM
481
CoreCommodity Management
Connecticut
$2.04M -$4.52K -36 -0.2%
BFG
482
Bleakley Financial Group
New Jersey
$2.04M +$2.02M +16,056 New
FB
483
Fulton Bank
Pennsylvania
$2.02M +$153K +1,218 +8%
BIA
484
Beacon Investment Advisors
Maryland
$1.95M +$1.93M +15,405 New
UB
485
UMB Bank
Missouri
$1.94M -$25.1K -200 -1%
SPC
486
Sigma Planning Corp
Michigan
$1.93M +$366K +2,912 +24%
MCM
487
Moore Capital Management
New York
$1.93M +$1.91M +15,193 New
MNBTD
488
Moody National Bank Trust Division
Texas
$1.92M -$78.2K -623 -4%
BAMF
489
BI Asset Management Fondsmaeglerselskab
Denmark
$1.92M +$1.37M +10,898 +259%
Vontobel Holding
490
Vontobel Holding
Switzerland
$1.92M +$87K +693 +5%
CPA
491
Capital Planning Advisors
California
$1.91M -$741K -5,907 -28%
USAA
492
United Services Automobile Association
Texas
$1.9M
BCM
493
Becker Capital Management
Oregon
$1.9M -$16.1K -128 -0.8%
XSC
494
X-Square Capital
Puerto Rico
$1.89M -$9.41K -75 -0.5%
CAM
495
Covenant Asset Management
New Jersey
$1.89M +$251K +2,000 +16%
PGFC
496
Peapack-Gladstone Financial Corp
New Jersey
$1.88M -$85.9K -684 -4%
AWE
497
Avidian Wealth Enterprises
Texas
$1.87M +$28.2K +225 +2%
ECM
498
Exchange Capital Management
Michigan
$1.86M +$12.4K +99 +0.7%
SWM
499
SeaCrest Wealth Management
New York
$1.85M -$524K -4,176 -22%
SF
500
Synovus Financial
Georgia
$1.85M -$452K -3,603 -20%

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.