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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
BBP
651
Banco BTG Pactual
Brazil
$762K -$255K -2,158 -23%
CPO
652
Cerity Partners OCIO
New York
$761K +$16K +135 +2%
MWM
653
Meridian Wealth Management
Kentucky
$759K +$845K +7,140 New
GT
654
Glenmede Trust
Pennsylvania
$758K +$59.3K +501 +8%
CGL
655
Clarius Group LLC
Washington
$752K +$2.96K +25 +0.4%
NERM
656
New England Research & Management
Illinois
$752K +$417K +3,525 +99%
GW
657
GW & Wade
Massachusetts
$747K -$146K -1,234 -15%
MSA
658
Marino Stram & Associates
Massachusetts
$746K +$1.89K +16 +0.2%
AIM
659
Aquila Investment Management
New York
$744K -$592K -5,000 -42%
RC
660
RBF Capital
California
$744K
DMBA
661
Deseret Mutual Benefit Administrators
Utah
$742K -$82.4K -696 -9%
BA
662
Ballew Advisors
Mississippi
$736K
SKK
663
Shepherd Kaplan Krochuk
Massachusetts
$735K -$363K -3,070 -31%
SBH
664
Segall Bryant & Hamill
Illinois
$733K +$1.42K +12 +0.2%
SP
665
Symmetry Partners
Connecticut
$730K
WI
666
Wintrust Investments
Illinois
$725K -$24.5K -207 -3%
WB
667
WesBanco Bank
West Virginia
$722K -$46.2K -390 -5%
TF
668
TIAA FSB
Florida
$717K +$799K +6,748 New
WP
669
WealthSource Partners
California
$716K -$14.7K -124 -2%
EGA
670
E&G Advisors
Texas
$712K
PMA
671
Prudent Man Advisors
Illinois
$708K -$14.8K -125 -2%
HW
672
Hancock Whitney
Mississippi
$708K -$11.7K -99 -1%
IWM
673
IHT Wealth Management
Illinois
$704K +$187K +1,582 +31%
LW
674
Linscomb Wealth
Texas
$700K -$25.8K -218 -3%
PFG
675
PAX Financial Group
Texas
$698K -$82.6K -698 -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.