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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
SCM
701
Stevens Capital Management
Pennsylvania
$641K +$714K +6,028 New
TMAM
702
Tokio Marine Asset Management
Japan
$640K +$92.7K +783 +15%
TLP
703
Trinity Legacy Partners
Texas
$630K
OA
704
Oxbow Advisors
Texas
$628K -$3.2K -27 -0.5%
IFG
705
Independent Financial Group
California
$625K -$457K -3,862 -40%
PHS
706
Pekin Hardy Strauss
Illinois
$623K +$296K +2,500 +74%
EFS
707
Essex Financial Services
Connecticut
$617K +$373K +3,154 +119%
CA
708
Cornerstone Advisors
North Carolina
$616K +$687K +5,800 New
LFA
709
Laraway Financial Advisors
Minnesota
$615K -$50.9K -430 -7%
CFO
710
Collective Family Office
Pennsylvania
$615K +$59.2K +500 +9%
GLA
711
Good Life Advisors
Pennsylvania
$612K -$77.3K -653 -10%
LNWWM
712
Laird Norton Wetherby Wealth Management
California
$609K +$54.8K +463 +9%
MCA
713
Morris Capital Advisors
Pennsylvania
$596K -$32.4K -274 -5%
QPWM
714
Quadrant Private Wealth Management
Pennsylvania
$595K -$17.4K -147 -3%
ESCM
715
Echo Street Capital Management
New York
$594K -$115K -968 -15%
MBT
716
Montecito Bank & Trust
California
$592K -$13.5K -114 -2%
CA
717
Cornerstone Advisory
Maryland
$587K -$651K -5,500 -50%
WMA
718
Wealth Management Associates
New Jersey
$585K -$185K -1,567 -22%
IAMOG
719
Investors Asset Management of Georgia
Georgia
$583K
PG
720
Proffitt & Goodson
Tennessee
$581K -$61.4K -519 -9%
MA
721
Mutual Advisors
Nebraska
$579K -$27.7K -234 -4%
SJIM
722
St. Johns Investment Management
Florida
$576K +$5.45K +46 +0.9%
ACM
723
AlphaStar Capital Management
North Carolina
$575K +$641K +5,414 New
GCM
724
Gibraltar Capital Management
Oklahoma
$573K +$947 +8 +0.1%
VIA
725
Vident Investment Advisory
Georgia
$573K +$75.8K +640 +13%

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.