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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
SS
776
Simplicity Solutions
Minnesota
$511K +$71.1K +646 +16%
HCM
777
Hollencrest Capital Management
California
$510K -$15.4K -140 -3%
TWI
778
Thomas White International
Illinois
$507K
BHBT
779
Burke & Herbert Bank & Trust
Virginia
$502K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
780
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$502K +$356K +3,231 +221%
CC
781
Centiva Capital
New York
$498K +$506K +4,598 +7,298%
Jones Financial Companies
782
Jones Financial Companies
Missouri
$497K -$69.8K -634 -12%
CFG
783
Cooper Financial Group
California
$497K +$78.8K +716 +18%
BSW
784
Buckingham Strategic Wealth
Missouri
$496K +$23.2K +211 +5%
MLL
785
Moody Lynn & Lieberson
Massachusetts
$494K
LWAC
786
Laurel Wealth Advisors (California)
California
$489K -$8.25K -75 -2%
IP
787
Intellectus Partners
California
$489K +$503K +4,575 New
IFWM
788
Institute for Wealth Management
Colorado
$484K -$778K -7,072 -61%
WI
789
Wahed Invest
New York
$483K +$17.7K +161 +4%
HVIA
790
Hudson Valley Investment Advisors
New York
$482K
KIA
791
KCM Investment Advisors
California
$481K +$38.5K +350 +8%
NFSG
792
Newbridge Financial Services Group
Florida
$478K +$3.85K +35 +0.8%
BAM
793
Brave Asset Management
New Jersey
$475K
BFM
794
Boothbay Fund Management
New York
$474K +$222K +2,013 +83%
SMC
795
Smith, Moore & Co
Missouri
$473K +$550 +5 +0.1%
CGA
796
Crescent Grove Advisors
Illinois
$472K +$79.3K +721 +20%
PFS
797
Prospera Financial Services
Texas
$472K +$137K +1,246 +39%
SRC
798
Shufro Rose & Co
New York
$470K
LAM
799
Lingohr Asset Management
Germany
$465K
CIA
800
Cladis Investment Advisory
Montana
$462K -$38.5K -350 -7%

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.