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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
RFC
676
Regions Financial Corp
Alabama
$695K -$59.2K -500 -7%
HWM
677
HB Wealth Management
Georgia
$687K +$73.3K +619 +11%
RFA
678
Resurgent Financial Advisors
Georgia
$686K +$764K +6,454 New
OPA
679
Old Port Advisors
Maine
$682K -$26.4K -223 -3%
CWM
680
Chesapeake Wealth Management
Virginia
$681K -$23.2K -196 -3%
AWM
681
Altium Wealth Management
New York
$681K +$2.25K +19 +0.3%
PWPS
682
Pinnacle Wealth Planning Services
Ohio
$676K +$14.8K +125 +2%
KA
683
Kerrisdale Advisers
Florida
$676K +$752K +6,357 New
IC
684
IEQ Capital
California
$673K +$84.8K +716 +13%
SIM
685
Stratos Investment Management
Ohio
$670K -$100K -849 -12%
SFI
686
SPC Financial Inc
Maryland
$670K -$5.92K -50 -0.8%
GIA
687
Gladstone Institutional Advisory
Florida
$668K -$45.1K -381 -6%
SFP
688
Sweet Financial Partners
Minnesota
$660K -$51.5K -435 -7%
AIMCA
689
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$659K -$959K -8,100 -57%
FFM
690
Forum Financial Management
Illinois
$657K +$26.6K +225 +4%
MTC
691
Matrix Trust Company
Colorado
$655K +$467K +3,947 +178%
II
692
Inspire Investing
Idaho
$653K -$75.6K -639 -9%
JSC
693
Jackson Square Capital
California
$652K +$14.4K +122 +2%
CCIA
694
Campbell & Co Investment Adviser
Maryland
$650K -$500K -4,222 -41%
LMKC
695
L.M. Kohn & Company
Ohio
$649K +$159K +1,340 +28%
Lido Advisors
696
Lido Advisors
California
$649K +$252K +2,128 +53%
MGP
697
Metis Global Partners
California
$643K -$50.4K -426 -7%
WSTAM
698
Wilbanks Smith & Thomas Asset Management
Virginia
$643K +$350K +2,956 +96%
CCA
699
Checchi Capital Advisers
California
$642K -$204K -1,721 -23%
CCM
700
Coldstream Capital Management
Washington
$641K +$155K +1,307 +28%

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.