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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
LWA
751
Lineweaver Wealth Advisors
Ohio
$519K +$579K +4,891 New
SB
752
Simmons Bank
Arkansas
$517K
GA
753
GoalVest Advisory
New York
$517K +$591K +4,993 New
DAS
754
Dynamic Advisor Solutions
Arizona
$512K +$7.69K +65 +1%
BAM
755
Belpointe Asset Management
Nevada
$508K +$29.6K +250 +6%
TWI
756
Thomas White International
Illinois
$504K
BHBT
757
Burke & Herbert Bank & Trust
Virginia
$499K -$49.8K -421 -8%
CIA
758
Cladis Investment Advisory
Montana
$497K -$891K -7,525 -62%
LWAC
759
Laurel Wealth Advisors (California)
California
$494K -$44.5K -376 -7%
MLL
760
Moody Lynn & Lieberson
Massachusetts
$492K
DG
761
DMC Group
Alabama
$486K -$258K -2,178 -32%
IWC
762
Integrated Wealth Concepts
Massachusetts
$482K -$8.4K -71 -2%
HVIA
763
Hudson Valley Investment Advisors
New York
$480K -$141K -1,190 -21%
SFG
764
Sovereign Financial Group
Connecticut
$474K +$528K +4,461 New
BAM
765
Brave Asset Management
New Jersey
$473K -$118K -1,000 -18%
MOS
766
MGO One Seven
Ohio
$472K -$355 -3 -0.1%
NFSG
767
Newbridge Financial Services Group
Florida
$471K -$96.4K -814 -16%
BSW
768
Buckingham Strategic Wealth
Missouri
$471K +$33.9K +286 +7%
SMC
769
Smith, Moore & Co
Missouri
$470K -$52.9K -447 -9%
SRC
770
Shufro Rose & Co
New York
$468K -$59.2K -500 -10%
APA
771
American Portfolios Advisors
New York
$467K -$554K -4,682 -52%
CHP
772
Cable Hill Partners
Oregon
$466K +$189K +1,600 +58%
SFA
773
Sequoia Financial Advisors
Ohio
$464K +$59.2K +500 +13%
WI
774
Wahed Invest
New York
$463K -$53K -448 -9%
VCM
775
Virtue Capital Management
Tennessee
$461K

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.