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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
MFG
776
Merit Financial Group
Georgia
$459K +$242K +2,047 +90%
CA
777
CastleArk Alternatives
Illinois
$453K +$504K +4,260 New
DTL
778
Dynamic Technology Lab
Singapore
$453K +$504K +4,261 New
FNC
779
First National Corp
Massachusetts
$450K -$8.52K -72 -2%
NAG
780
Northstar Advisory Group
New Jersey
$448K -$2.96K -25 -0.6%
RB
781
Rodgers Brothers
Pennsylvania
$446K
SFI
782
Siemens Fonds Invest
Germany
$445K -$17.4K -147 -3%
ISWM
783
Independent Solutions Wealth Management
New York
$445K +$496K +4,187 New
WA
784
WealthTrust Axiom
Pennsylvania
$442K -$29.1K -246 -6%
KIA
785
KCM Investment Advisors
California
$441K -$20.7K -175 -4%
AssetMark Inc
786
AssetMark Inc
California
$441K +$160K +1,350 +48%
SS
787
Simplicity Solutions
Minnesota
$439K +$13K +110 +3%
FMAEN1
788
Fund Management at Engine No 1
California
$438K +$78.4K +662 +19%
P
789
Pitcairn
Pennsylvania
$435K -$32.9K -278 -6%
HPC
790
HM Payson & Co
Maine
$434K +$21.3K +180 +5%
WCM
791
WealthBridge Capital Management
Ohio
$434K +$186K +1,574 +63%
BAMF
792
BI Asset Management Fondsmaeglerselskab
Denmark
$433K +$247K +2,088 +105%
CI
793
Conning Inc
Connecticut
$426K -$1.3K -11 -0.3%
PCM
794
Princeton Capital Management
New Jersey
$426K +$4.26K +36 +0.9%
WSCM
795
Wellington Shields Capital Management
New York
$425K -$41.4K -350 -8%
GI
796
Gradient Investments
Minnesota
$424K -$189K -1,593 -29%
TIM
797
Thornburg Investment Management
New Mexico
$421K
CFG
798
Cooper Financial Group
California
$419K +$6.75K +57 +1%
ICG
799
InterOcean Capital Group
Tennessee
$418K +$465K +3,931 New
XS
800
XR Securities
Illinois
$411K +$458K +3,871 New

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.