We are live on ! Find out more
VLO icon

Valero Energy

1,324 hedge funds and large institutions have $37.7B invested in Valero Energy in 2022 Q4 according to their latest regulatory filings, with 189 funds opening new positions, 453 increasing their positions, 512 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed

142% more first-time investments, than exits

New positions opened: 189 | Existing positions closed: 78

14% more funds holding in top 10

Funds holding in top 10: 2832 (+4)

14% more capital invested

Capital invested by funds: $33.1B → $37.7B (+$4.61B)

7% more funds holding

Funds holding: 1,2391,324 (+85)

0.83% less ownership

Funds ownership: 78.77%77.94% (-0.83%)

12% less repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 512

30% less call options, than puts

Call options by funds: $913M | Put options by funds: $1.31B

Holders
1,324
Holders Change
+85
Holders Change %
+6.86%
% of All Funds
21.28%
Holding in Top 10
32
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+14.29%
% of All Funds
0.51%
New
189
Increased
453
Reduced
512
Closed
78
Calls
$913M
Puts
$1.31B
Net Calls
-$398M
Net Calls Change
-$183M
Name Holding Trade Value Shares
Change
Change in
Stake
Jones Financial Companies
801
Jones Financial Companies
Missouri
$563K -$25.6K -204 -4%
FCP
802
Fidelis Capital Partners
Florida
$562K +$549K +4,370 New
EP
803
Eudaimonia Partners
Tennessee
$561K +$70.2K +559 +14%
OA
804
Oxbow Advisors
Texas
$561K -$84.1K -670 -13%
CWA
805
Centennial Wealth Advisory
Michigan
$559K +$42.8K +341 +8%
SMC
806
Smith, Moore & Co
Missouri
$558K -$3.89K -31 -0.7%
NFSG
807
Newbridge Financial Services Group
Florida
$558K -$9.29K -74 -2%
PWM
808
Perigon Wealth Management
California
$553K +$547K +4,361 New
VCM
809
Virtue Capital Management
Tennessee
$551K -$69.5K -554 -11%
Nomura Holdings
810
Nomura Holdings
Japan
$548K +$542K +4,319 New
HCM
811
Hollencrest Capital Management
California
$543K -$62.1K -495 -10%
CIA
812
Cladis Investment Advisory
Montana
$542K -$6.28K -50 -1%
SIM
813
Sentry Investment Management
Wisconsin
$540K +$184K +1,463 +52%
FMAEN1
814
Fund Management at Engine No 1
California
$538K +$57.1K +455 +12%
AUB
815
Atlantic Union Bankshares
Virginia
$538K -$870K -6,930 -62%
NAG
816
Northstar Advisory Group
New Jersey
$535K
MFG
817
Merit Financial Group
Georgia
$535K +$86.5K +689 +20%
PFS
818
Prospera Financial Services
Texas
$530K -$28.9K -230 -5%
OIA
819
Optimum Investment Advisors
Illinois
$530K +$62.8K +500 +14%
AG
820
AIA Group
Hong Kong
$526K +$521K +4,148 New
ICG
821
InterOcean Capital Group
Tennessee
$524K +$25.1K +200 +5%
GI
822
Gradient Investments
Minnesota
$521K +$13.9K +111 +3%
RWMG
823
Redwood Wealth Management Group
New Jersey
$519K +$514K +4,091 New
AA
824
AlphaCentric Advisors
Puerto Rico
$514K +$289K +2,301 +131%
NWMG
825
National Wealth Management Group
Ohio
$511K +$77.1K +614 +18%

VLO Hedge Fund Activity: Q4 2022 in Review

1,324 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q4 2022, worth a combined $37.7B — up 14% from $33.1B a quarter earlier.

Buyers outnumbered sellers: 189 funds opened new VLO positions and 78 closed out — a net gain of 111 holders — while 453 added to existing stakes and 512 trimmed.

The largest buyer was Ameriprise, adding an estimated $249M. The largest seller was Capital World Investors, cutting an estimated $564M.

  • 1,324 institutional investors held Valero Energy (VLO) as of Q4 2022, up from 1,239 in Q3 2022.
  • Funds reported $37.7B of Valero Energy stock for Q4 2022, up 14% quarter-over-quarter.
  • 189 funds opened new Valero Energy positions in Q4 2022 and 78 closed out, a net change of +111 holders.
  • The largest Valero Energy buyer in Q4 2022 was Ameriprise, an estimated $249M added.
  • The largest Valero Energy seller in Q4 2022 was Capital World Investors, an estimated $564M sold.

Based on aggregated 13F filings for Q4 2022.