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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
LA
501
LBP AM
France
$1.81M +$1.79M +14,289 New
EF
502
Empirical Finance
Pennsylvania
$1.81M +$92.1K +734 +5%
KRSITF
503
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.79M
HPG
504
Harvest Portfolios Group
Ontario, Canada
$1.79M +$1.77M +14,073 New
DC
505
Davenport & Co
Virginia
$1.76M +$235K +1,873 +16%
HWM
506
HB Wealth Management
Georgia
$1.76M +$826K +6,580 +91%
BHWM
507
Bar Harbor Wealth Management
New Hampshire
$1.73M -$12.6K -100 -0.7%
SSB
508
Sandy Spring Bank
Maryland
$1.73M -$46.6K -371 -3%
MYLI
509
Meiji Yasuda Life Insurance
Japan
$1.73M -$96.7K -770 -5%
PMG
510
ProVise Management Group
Florida
$1.72M -$9.41K -75 -0.6%
SFS
511
Sowell Financial Services
Arkansas
$1.7M +$231K +1,837 +16%
SP
512
Symmetry Partners
Connecticut
$1.67M +$43.7K +348 +3%
MAM
513
Martingale Asset Management
Massachusetts
$1.66M +$1.64M +13,090 New
MGP
514
Metis Global Partners
California
$1.66M +$887K +7,067 +118%
GCM
515
Graham Capital Management
Connecticut
$1.65M -$2.1M -16,727 -56%
CIP
516
Convergence Investment Partners
Florida
$1.65M -$82K -653 -5%
KWM
517
Kingsview Wealth Management
Oregon
$1.65M -$409K -3,262 -20%
FMTCOCP
518
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.65M +$74.6K +594 +5%
ARS
519
Adirondack Retirement Specialists
New York
$1.63M +$485K +3,867 +43%
CI Investments Inc
520
CI Investments Inc
Ontario, Canada
$1.63M -$3.77K -30 -0.2%
BCM
521
Brookstone Capital Management
Illinois
$1.62M +$22.1K +176 +1%
BAM
522
Belpointe Asset Management
Nevada
$1.62M +$430K +3,428 +37%
BRWA
523
B. Riley Wealth Advisors
Florida
$1.61M +$127K +1,012 +9%
QT
524
Quantbot Technologies
New York
$1.6M -$2.87M -22,824 -64%
HCP
525
Hiddenite Capital Partners
New York
$1.6M +$1.58M +12,600 New

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.