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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
CCM
576
Cobalt Capital Management
New Jersey
$1.06M +$1.18M +10,000 New
WCA
577
Waratah Capital Advisors
Ontario, Canada
$1.06M +$1.18M +10,000 New
SSA
578
Schonfeld Strategic Advisors
New York
$1.06M -$22.5M -190,020 -95%
PP
579
Prudential plc
United Kingdom
$1.06M -$278K -2,352 -19%
Koshinski Asset Management
580
Koshinski Asset Management
Illinois
$1.06M +$108K +911 +10%
EIM
581
Essex Investment Management
Massachusetts
$1.05M -$2.1M -17,783 -64%
BTWM
582
Baker Tilly Wealth Management
Wisconsin
$1.04M -$43.8K -370 -4%
BWM
583
Buckley Wealth Management
Nevada
$1.04M -$312K -2,635 -21%
MC
584
Moors & Cabot
Massachusetts
$1.03M +$348K +2,941 +43%
BRWA
585
B. Riley Wealth Advisors
Florida
$1.03M -$124K -1,045 -10%
CA
586
Cetera Advisors
Colorado
$1.02M -$495K -4,183 -30%
SAM
587
Sabadell Asset Management
Spain
$1.02M
CW
588
CreativeOne Wealth
Kansas
$1.01M -$28.2K -238 -2%
VI
589
Vestcor Inc
New Brunswick, Canada
$1.01M +$362K +3,058 +47%
RBFC
590
Roman Butler Fullerton & Co
Missouri
$1.01M -$50.9K -430 -4%
KCM
591
Kornitzer Capital Management
Kansas
$1M
GSB
592
Greenfield Savings Bank
Massachusetts
$1M +$1.11M +9,411 New
MMPW
593
Mitchell McLeod Pugh & Williams
Alabama
$995K -$104K -880 -9%
FUBT
594
First United Bank & Trust
Maryland
$992K +$52.7K +445 +5%
VCS
595
Vaughan & Co Securities
New Jersey
$984K -$23.3K -197 -2%
TFA
596
Transamerica Financial Advisors
Florida
$978K +$1.09M +9,195 New
AFS
597
Access Financial Services
Minnesota
$972K -$577K -4,872 -35%
BFEC
598
Benjamin F. Edwards & Company
Missouri
$965K -$10.9K -92 -1%
MFG
599
MidWestOne Financial Group
Iowa
$954K +$770K +6,504 +262%
SC
600
Savant Capital
Illinois
$953K +$97.8K +826 +10%

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.