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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
TLP
726
Trinity Legacy Partners
Texas
$603K -$22K -200 -3%
EWA
727
EverSource Wealth Advisors
Alabama
$603K +$532K +4,837 +600%
IFG
728
Independent Financial Group
California
$600K -$29.4K -267 -5%
MCA
729
Morris Capital Advisors
Pennsylvania
$599K
CSA
730
Cottage Street Advisors
Massachusetts
$598K +$616K +5,600 New
VCS
731
Vaughan & Co Securities
New Jersey
$597K -$404K -3,674 -40%
GCM
732
Gibraltar Capital Management
Oklahoma
$597K +$21.1K +192 +4%
CA
733
Cornerstone Advisory
Maryland
$589K -$1.1K -10 -0.2%
WMA
734
Wealth Management Associates
New Jersey
$588K
LNWWM
735
Laird Norton Wetherby Wealth Management
California
$587K -$26.6K -242 -4%
PG
736
Proffitt & Goodson
Tennessee
$587K +$3.41K +31 +0.6%
IAMOG
737
Investors Asset Management of Georgia
Georgia
$586K
EGM
738
Engineers Gate Manager
New York
$584K -$336K -3,050 -36%
PG
739
Pendal Group
Australia
$580K +$368K +3,348 +161%
FM
740
Foster & Motley
Ohio
$574K -$1.98K -18 -0.3%
CCB
741
Cutter & Co Brokerage
Missouri
$569K +$18.2K +165 +3%
DAS
742
Dynamic Advisor Solutions
Arizona
$569K +$56.3K +512 +11%
ACP
743
Aviance Capital Partners
Florida
$564K -$11K -100 -2%
PCM
744
Parsons Capital Management
Rhode Island
$559K +$12.7K +115 +2%
RBC
745
Romano Brothers & Co
Illinois
$559K +$575K +5,227 New
SFP
746
Sweet Financial Partners
Minnesota
$557K -$110K -999 -16%
1IA
747
1834 Investment Advisors
Wisconsin
$556K
WCM
748
Washburn Capital Management
Florida
$555K +$550 +5 +0.1%
ATC
749
Adirondack Trust Company
New York
$555K +$5.06K +46 +0.9%
QCM
750
Quantinno Capital Management
New York
$555K +$228K +2,071 +66%

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.