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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
CWM
701
Chesapeake Wealth Management
Virginia
$671K -$14.3K -130 -2%
PWPS
702
Pinnacle Wealth Planning Services
Ohio
$665K -$14.3K -130 -2%
FFM
703
Forum Financial Management
Illinois
$663K +$2.97K +27 +0.4%
LMKC
704
L.M. Kohn & Company
Ohio
$660K +$7.15K +65 +1%
SF
705
Symphony Financial
Texas
$660K +$677K +6,156 New
CCM
706
Canal Capital Management
Virginia
$655K -$548K -4,976 -45%
GIM
707
Goelzer Investment Management
Indiana
$653K +$673K +6,113 New
ACA
708
Atlas Capital Advisors
Wyoming
$650K -$177K -1,607 -21%
TF
709
TIAA FSB
Florida
$646K -$76.7K -697 -10%
WSTAM
710
Wilbanks Smith & Thomas Asset Management
Virginia
$646K +$330 +3 +0%
WSCM
711
Wellington Shields Capital Management
New York
$646K +$226K +2,050 +51%
MGP
712
Metis Global Partners
California
$642K -$3.63K -33 -0.5%
CWM
713
CIBC World Markets
New York
$639K -$2.48M -22,511 -79%
ACM
714
AlphaStar Capital Management
North Carolina
$637K +$60K +545 +10%
GLA
715
Good Life Advisors
Pennsylvania
$636K +$21.8K +198 +3%
MBT
716
Montecito Bank & Trust
California
$635K +$42.3K +384 +7%
RFC
717
Regions Financial Corp
Alabama
$628K -$72.1K -655 -10%
CCA
718
Checchi Capital Advisers
California
$625K +$5.83K +53 +0.9%
IAIM
719
International Assets Investment Management
Florida
$623K +$35.5K +323 +6%
CFO
720
Collective Family Office
Pennsylvania
$622K +$3.19K +29 +0.5%
SJIM
721
St. Johns Investment Management
Florida
$622K +$44.1K +401 +7%
CA
722
Cornerstone Advisors
North Carolina
$620K
LFA
723
Laraway Financial Advisors
Minnesota
$618K
MA
724
Mutual Advisors
Nebraska
$611K +$29.9K +272 +5%
MCM
725
MAI Capital Management
Ohio
$609K -$201K -1,827 -24%

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.