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Valero Energy

1,239 hedge funds and large institutions have $33.1B invested in Valero Energy in 2022 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 469 increasing their positions, 447 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 94

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

2% more funds holding

Funds holding: 1,2131,239 (+26)

1.3% more ownership

Funds ownership: 77.47%78.77% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 447

1% less capital invested

Capital invested by funds: $33.4B → $33.1B (-$388M)

20% less call options, than puts

Call options by funds: $850M | Put options by funds: $1.06B

Holders
1,239
Holders Change
+26
Holders Change %
+2.14%
% of All Funds
21.34%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.48%
New
135
Increased
469
Reduced
447
Closed
94
Calls
$850M
Puts
$1.06B
Net Calls
-$215M
Net Calls Change
-$144M
Name Holding Trade Value Shares
Change
Change in
Stake
ECM
501
Exchange Capital Management
Michigan
$1.55M -$48.6K -442 -3%
AWE
502
Avidian Wealth Enterprises
Texas
$1.55M -$96.3K -875 -6%
API
503
Advisor Partners II
California
$1.54M +$1.59M +14,447 New
MYLI
504
Meiji Yasuda Life Insurance
Japan
$1.54M +$128K +1,159 +9%
HFG
505
Heron Financial Group
New York
$1.53M +$2.2K +20 +0.1%
PFO
506
Pathstone Family Office
New Jersey
$1.52M +$1.57M +14,224 New
IMRF
507
Illinois Municipal Retirement Fund
Illinois
$1.51M
KRSITF
508
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.51M +$19.4K +176 +1%
SSB
509
Sandy Spring Bank
Maryland
$1.5M +$44.3K +403 +3%
AIL
510
AGF Investments LLC
Ontario, Canada
$1.48M +$1.53M +13,879 New
MME
511
Meag Munich Ergo
Germany
$1.48M -$1.75M -15,947 -54%
BCV
512
Banque Cantonale Vaudoise
Switzerland
$1.47M +$121K +1,100 +9%
BHWM
513
Bar Harbor Wealth Management
New Hampshire
$1.47M +$11K +100 +0.7%
CIP
514
Convergence Investment Partners
Florida
$1.46M +$247K +2,241 +20%
PMG
515
ProVise Management Group
Florida
$1.46M -$155K -1,411 -9%
EF
516
Empirical Finance
Pennsylvania
$1.45M +$567K +5,154 +62%
BCM
517
Brookstone Capital Management
Illinois
$1.45M +$802K +7,290 +139%
HI
518
Horizon Investments
North Carolina
$1.45M +$1.1M +10,008 +284%
CCM
519
CAAS Capital Management
New York
$1.41M +$1.45M +13,200 New
ACM
520
Argyle Capital Management
Pennsylvania
$1.38M
CAM
521
Covenant Asset Management
New Jersey
$1.38M +$1.54K +14 +0.1%
CI Investments Inc
522
CI Investments Inc
Ontario, Canada
$1.38M -$391K -3,553 -22%
EMG
523
ETF Managers Group
New Jersey
$1.37M +$1.41M +12,826 New
SP
524
Symmetry Partners
Connecticut
$1.37M +$652K +5,923 +86%
APP
525
Avantax Planning Partners
Iowa
$1.36M +$1.4M +12,707 New

VLO Hedge Fund Activity: Q3 2022 in Review

1,239 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2022, worth a combined $33.1B — down 1.2% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new VLO positions and 94 closed out — a net gain of 41 holders — while 469 added to existing stakes and 447 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $236M. The largest seller was Jane Street, cutting an estimated $323M.

  • 1,239 institutional investors held Valero Energy (VLO) as of Q3 2022, up from 1,213 in Q2 2022.
  • Funds reported $33.1B of Valero Energy stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 135 funds opened new Valero Energy positions in Q3 2022 and 94 closed out, a net change of +41 holders.
  • The largest Valero Energy buyer in Q3 2022 was Arrowstreet Capital, an estimated $236M added.
  • The largest Valero Energy seller in Q3 2022 was Jane Street, an estimated $323M sold.

Based on aggregated 13F filings for Q3 2022.