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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
AIM
576
Aquila Investment Management
New York
$1.27M +$377K +3,000 +43%
TWC
577
TD Waterhouse Canada
Ontario, Canada
$1.26M +$177K +1,412 +18%
UCFA
578
United Capital Financial Advisors
Texas
$1.26M -$312K -2,486 -20%
CCS
579
Crosspoint Capital Strategies
California
$1.25M +$1.23M +9,830 New
MTC
580
Matrix Trust Company
Colorado
$1.25M +$326K +2,600 +36%
CNBTD
581
Citizens National Bank Trust Department
Mississippi
$1.24M
EIM
582
Essex Investment Management
Massachusetts
$1.23M
AWM
583
Axxcess Wealth Management
California
$1.23M +$1.22M +9,686 New
Koshinski Asset Management
584
Koshinski Asset Management
Illinois
$1.23M -$38.8K -309 -3%
LB
585
Legacy Bridge
Iowa
$1.22M -$5.02K -40 -0.4%
SSG
586
Summit Securities Group
New York
$1.22M +$273K +2,173 +29%
BCI
587
Brinker Capital Investments
Pennsylvania
$1.21M +$192K +1,528 +19%
MOS
588
MGO One Seven
Ohio
$1.2M +$624K +4,975 +111%
PAS
589
Park Avenue Securities
New York
$1.2M +$199K +1,586 +20%
KCM
590
Kornitzer Capital Management
Kansas
$1.2M
IB
591
Intrust Bank
Kansas
$1.19M +$86.6K +690 +8%
TSS
592
Two Sigma Securities
New York
$1.19M -$33.6K -268 -3%
PCA
593
Peddock Capital Advisors
Massachusetts
$1.19M +$29.2K +233 +3%
MC
594
Moors & Cabot
Massachusetts
$1.19M -$57.1K -455 -5%
ACP
595
Aviance Capital Partners
Florida
$1.19M +$515K +4,100 +78%
FCA
596
FinTrust Capital Advisors
South Carolina
$1.19M -$54.7K -436 -4%
GQG Partners
597
GQG Partners
Florida
$1.19M -$16.4M -130,933 -93%
TC
598
TownSquare Capital
Utah
$1.18M +$294K +2,341 +34%
NCM
599
Neumann Capital Management
California
$1.18M -$126K -1,001 -10%
DWA
600
Douglass Winthrop Advisors
New York
$1.18M -$316K -2,514 -21%

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.