We are live on ! Find out more
VLO icon

Valero Energy

1,239 hedge funds and large institutions have $33.1B invested in Valero Energy in 2022 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 469 increasing their positions, 447 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 94

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

2% more funds holding

Funds holding: 1,2131,239 (+26)

1.3% more ownership

Funds ownership: 77.47%78.77% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 447

1% less capital invested

Capital invested by funds: $33.4B → $33.1B (-$388M)

20% less call options, than puts

Call options by funds: $850M | Put options by funds: $1.06B

Holders
1,239
Holders Change
+26
Holders Change %
+2.14%
% of All Funds
21.34%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.48%
New
135
Increased
469
Reduced
447
Closed
94
Calls
$850M
Puts
$1.06B
Net Calls
-$215M
Net Calls Change
-$144M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
676
Integrated Wealth Concepts
Massachusetts
$735K +$258K +2,344 +52%
PHS
677
Pekin Hardy Strauss
Illinois
$733K +$110K +1,000 +17%
WI
678
Wintrust Investments
Illinois
$729K
GAAM
679
Guinness Atkinson Asset Management
California
$727K -$52.8K -480 -7%
SFI
680
SPC Financial Inc
Maryland
$727K +$55K +500 +8%
BTWM
681
Baker Tilly Wealth Management
Wisconsin
$726K -$332K -3,016 -31%
SFG
682
Sovereign Financial Group
Connecticut
$725K +$256K +2,323 +52%
AG
683
Algert Global
California
$723K +$745K +6,766 New
SKK
684
Shepherd Kaplan Krochuk
Massachusetts
$711K -$28.8K -262 -4%
PFG
685
PAX Financial Group
Texas
$709K +$6.93K +63 +1%
LW
686
Linscomb Wealth
Texas
$704K
BI
687
Ballast Inc
Kentucky
$697K -$97.8K -889 -12%
VEA
688
Virtus ETF Advisers
New York
$697K +$718K +6,524 New
HW
689
Hancock Whitney
Mississippi
$695K -$16.8K -153 -2%
EGA
690
E&G Advisors
Texas
$694K -$22.6K -205 -3%
QI
691
Qtron Investments
Massachusetts
$689K +$710K +6,451 New
MAM
692
Morse Asset Management
Connecticut
$687K -$2.88M -26,200 -80%
RFA
693
Resurgent Financial Advisors
Georgia
$687K -$2.86K -26 -0.4%
SIM
694
Stratos Investment Management
Ohio
$687K +$14K +127 +2%
ACM
695
AlphaCrest Capital Management
New York
$686K -$1.52M -13,796 -68%
Lido Advisors
696
Lido Advisors
California
$685K +$33.7K +306 +5%
DT
697
Diversified Trust
Tennessee
$684K -$143K -1,302 -17%
DWM
698
Dakota Wealth Management
Florida
$679K +$129K +1,170 +23%
GA
699
GoalVest Advisory
New York
$678K +$149K +1,354 +27%
SAM
700
Synergy Asset Management
Washington
$676K +$695K +6,320 New

VLO Hedge Fund Activity: Q3 2022 in Review

1,239 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2022, worth a combined $33.1B — down 1.2% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new VLO positions and 94 closed out — a net gain of 41 holders — while 469 added to existing stakes and 447 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $236M. The largest seller was Jane Street, cutting an estimated $323M.

  • 1,239 institutional investors held Valero Energy (VLO) as of Q3 2022, up from 1,213 in Q2 2022.
  • Funds reported $33.1B of Valero Energy stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 135 funds opened new Valero Energy positions in Q3 2022 and 94 closed out, a net change of +41 holders.
  • The largest Valero Energy buyer in Q3 2022 was Arrowstreet Capital, an estimated $236M added.
  • The largest Valero Energy seller in Q3 2022 was Jane Street, an estimated $323M sold.

Based on aggregated 13F filings for Q3 2022.