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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
EI
801
Ethic Inc
New York
$410K +$95.6K +808 +27%
PCFFS
802
Pacific Center for Financial Services
California
$406K -$162K -1,372 -26%
EW
803
Evoke Wealth
California
$406K +$47.1K +398 +12%
LAM
804
Lingohr Asset Management
Germany
$406K +$438K +3,700 New
BAS
805
Brown Advisory Securities
Maryland
$404K -$303K -2,559 -40%
HIMC
806
Heritage Investors Management Corp
Maryland
$404K -$28.1K -237 -6%
PHK
807
Point72 Hong Kong
Hong Kong
$401K +$447K +3,773 New
VC
808
Vicus Capital
Pennsylvania
$398K -$121K -1,019 -21%
JWCA
809
J.W. Cole Advisors
Florida
$398K +$198K +1,670 +80%
LDB
810
Lee, Danner & Bass
Tennessee
$397K -$951K -8,034 -68%
CWA
811
Centennial Wealth Advisory
Michigan
$396K +$44.7K +378 +11%
CGA
812
Crescent Grove Advisors
Illinois
$393K +$437K +3,695 New
TWA
813
TCI Wealth Advisors
Arizona
$392K
MWM
814
Mission Wealth Management
California
$389K -$8.88K -75 -2%
SCA
815
Salient Capital Advisors
Texas
$389K +$433K +3,661 New
SA
816
Syntax Advisors
New York
$387K -$199K -1,680 -32%
VCG
817
Vantage Consulting Group
Virginia
$387K -$199K -1,680 -32%
BFA
818
Bill Few Associates
Pennsylvania
$384K -$5.92K -50 -1%
TNBTD
819
Trustmark National Bank Trust Department
Mississippi
$384K +$99.1K +837 +30%
FMLI
820
Fukoku Mutual Life Insurance
Japan
$379K
FNBOSM
821
First National Bank of South Miami
Florida
$378K -$7.81K -66 -2%
BJL
822
Brighton Jones LLC
Washington
$377K +$60.6K +512 +17%
AIP
823
Ahrens Investment Partners
Louisiana
$372K -$5.92K -50 -1%
OWA
824
Opal Wealth Advisors
New York
$372K +$947 +8 +0.2%
HI
825
Horizon Investments
North Carolina
$371K -$1.53M -12,890 -79%

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.