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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
SWA
826
Sutton Wealth Advisors
Florida
$370K
OPS
827
Orion Portfolio Solutions
Nebraska
$368K +$161K +1,357 +64%
AWM
828
Apollon Wealth Management
South Carolina
$368K +$410K +3,467 New
ESB
829
Essex Savings Bank
Connecticut
$367K
EP
830
Eudaimonia Partners
Tennessee
$365K +$16.7K +141 +4%
GRP
831
Global Retirement Partners
California
$364K +$19.4K +164 +5%
EW
832
Element Wealth
Mississippi
$361K +$2.13K +18 +0.5%
SAM
833
SignalPoint Asset Management
Missouri
$361K +$112K +947 +39%
PIM
834
Perpetual Investment Management
Australia
$351K +$130K +1,100 +50%
1WA
835
180 Wealth Advisors
Washington
$351K +$384K +3,247 New
MIC
836
Means Investment Company
Maine
$346K +$473 +4 +0.1%
DWT
837
Dorsey & Whitney Trust
South Dakota
$346K +$12.1K +102 +3%
TP
838
Tranquility Partners
Tennessee
$345K +$105K +889 +38%
CANY
839
Caxton Associates (New York)
New York
$343K -$216K -1,821 -36%
OWM
840
OneAscent Wealth Management
Alabama
$343K +$383K +3,232 New
VVP
841
Venture Visionary Partners
Ohio
$342K -$91.5K -773 -19%
AG
842
Advocate Group
Minnesota
$341K +$380K +3,208 New
CCM
843
Cullen Capital Management
New York
$337K
ET
844
Equitable Trust
Tennessee
$337K +$375K +3,166 New
PFA
845
Peak Financial Advisors
Colorado
$336K -$491K -4,144 -57%
SB
846
Strategic Blueprint
Georgia
$336K -$34.6K -292 -8%
PFS
847
Prospera Financial Services
Texas
$336K -$33.1K -280 -8%
VT
848
Vise Technologies
New York
$335K -$93K -786 -20%
PWA
849
Phoenix Wealth Advisors
North Carolina
$332K +$20.2K +171 +6%
QCM
850
Quantinno Capital Management
New York
$332K +$369K +3,121 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.