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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
SDIC
626
South Dakota Investment Council
South Dakota
$858K -$160K -1,350 -14%
KPWS
627
Kestra Private Wealth Services
Texas
$834K -$145K -1,228 -14%
CCP
628
Corient Capital Partners
California
$830K +$79K +667 +9%
TNA
629
True North Advisors
Texas
$828K +$13.8K +117 +2%
DT
630
Diversified Trust
Tennessee
$818K -$298K -2,514 -25%
BCI
631
Brinker Capital Investments
Pennsylvania
$817K -$2.25M -18,968 -71%
ACA
632
Atlas Capital Advisors
Wyoming
$817K +$440K +3,719 +94%
Carson Wealth (CWM LLC)
633
Carson Wealth (CWM LLC)
Nebraska
$815K +$211K +1,780 +30%
FHA
634
Flagship Harbor Advisors
Massachusetts
$812K -$49K -414 -5%
FFG
635
Fortem Financial Group
California
$811K +$156K +1,317 +21%
IA
636
IFP Advisors
Florida
$809K
SG Americas Securities
637
SG Americas Securities
New York
$802K -$422K -3,568 -32%
MCM
638
MAI Capital Management
Ohio
$800K -$30.7K -259 -3%
SLI
639
Sumitomo Life Insurance
Japan
$800K +$12.8K +108 +1%
USGIU
640
U.S. Global Investors (USGI)
Texas
$797K
CF
641
Copperwynd Financial
Arizona
$794K -$38.7K -327 -4%
TC
642
Towle & Co
Colorado
$790K +$437K +3,690 +99%
BSB
643
Bangor Savings Bank
Maine
$789K -$14K -118 -2%
LIM
644
Longfellow Investment Management
Massachusetts
$789K
BI
645
Ballast Inc
Kentucky
$788K -$334K -2,823 -28%
SYBT
646
Stock Yards Bank & Trust
Kentucky
$785K +$874K +7,386 New
UFF
647
USA Financial Formulas
Michigan
$784K +$874K +7,380 New
JIC
648
Johnson Investment Counsel
Ohio
$781K +$56.5K +477 +7%
EHWM
649
Eads & Heald Wealth Management
Georgia
$775K +$128K +1,084 +17%
GAAM
650
Guinness Atkinson Asset Management
California
$774K -$16K -135 -2%

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.