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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
VLKIM
526
Van Lanschot Kempen Investment Management
Netherlands
$1.6M +$1.58M +12,584 New
V
527
ViaWealth
Kansas
$1.59M +$1.56M +12,400 New
CA
528
Cetera Advisors
Colorado
$1.59M +$441K +3,511 +39%
APP
529
Avantax Planning Partners
Iowa
$1.59M -$25K -199 -2%
Verition Fund Management
530
Verition Fund Management
Connecticut
$1.58M -$13.2M -105,500 -89%
BS
531
Boenning & Scattergood
Pennsylvania
$1.57M +$40.7K +324 +2%
ACM
532
Argyle Capital Management
Pennsylvania
$1.56M -$75.3K -600 -5%
JCM
533
Jacobi Capital Management
Pennsylvania
$1.55M +$2.13K +17 +0.1%
NMIMC
534
Northwestern Mutual Investment Management Company
Wisconsin
$1.53M -$320K -2,550 -17%
CB
535
Cadence Bank
Mississippi
$1.53M -$33.3K -265 -2%
CA
536
Cullinan Associates
Kentucky
$1.52M +$56.9K +453 +4%
EOCM
537
Energy Opportunities Capital Management
Texas
$1.51M -$59.6K -475 -4%
KIG
538
Kessler Investment Group
Indiana
$1.51M -$1.11M -8,833 -43%
RCIM
539
Red Cedar Investment Management
Michigan
$1.5M +$98.5K +785 +7%
KeyBank National Association
540
KeyBank National Association
Ohio
$1.5M +$224K +1,781 +18%
QCM
541
Quantinno Capital Management
New York
$1.49M +$824K +6,564 +126%
ACS
542
Archford Capital Strategies
Illinois
$1.49M +$1.88K +15 +0.1%
MPPW
543
Mitchell & Pahl Private Wealth
Oklahoma
$1.47M -$19.5K -155 -1%
ATC
544
Argent Trust Co
Tennessee
$1.47M -$69.9K -557 -5%
BWA
545
BDO Wealth Advisors
Florida
$1.47M +$27K +215 +2%
RT
546
Rockland Trust
Massachusetts
$1.46M -$58.2K -464 -4%
IAIM
547
International Assets Investment Management
Florida
$1.44M +$1.69M +13,455 +231%
AW
548
Alaethes Wealth
Nevada
$1.41M -$32.5K -259 -2%
GVAG
549
Great Valley Advisor Group
Delaware
$1.4M +$383K +3,049 +38%
TC
550
Towle & Co
Colorado
$1.4M +$429K +3,420 +45%

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.