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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
OWA
851
Opal Wealth Advisors
New York
$444K -$1K -8 -0.2%
FSA
852
Financial Sense Advisors
California
$443K -$10.9K -87 -2%
SWA
853
Sutton Wealth Advisors
Florida
$442K
OFS
854
OneAscent Financial Services
Alabama
$442K +$122K +970 +39%
EGM
855
Engineers Gate Manager
New York
$442K -$249K -1,986 -36%
CG
856
Cutler Group
California
$437K +$433K +3,449 New
WAP
857
Wealthcare Advisory Partners
Pennsylvania
$435K +$104K +825 +32%
MWM
858
Mission Wealth Management
California
$435K -$13.8K -110 -3%
WMA
859
Wealth Management Associates
New Jersey
$435K -$260K -2,075 -38%
GRP
860
Global Retirement Partners
California
$434K +$22K +175 +5%
SAM
861
SignalPoint Asset Management
Missouri
$433K +$2.13K +17 +0.5%
HPC
862
HM Payson & Co
Maine
$431K -$60.8K -484 -12%
EW
863
Evoke Wealth
California
$429K -$5.15K -41 -1%
VC
864
Vicus Capital
Pennsylvania
$428K -$13.2K -105 -3%
MPW
865
MGO Private Wealth
California
$428K +$91.1K +726 +27%
AI
866
AdvisorShares Investments
Maryland
$427K -$108K -861 -20%
SSWM
867
Smith Salley Wealth Management
North Carolina
$427K
SFI
868
Siemens Fonds Invest
Germany
$424K -$76.3K -608 -15%
CS
869
Comerica Securities
Michigan
$423K +$419K +3,337 New
WPC
870
Wedmont Private Capital
Pennsylvania
$419K +$119K +946 +40%
PIM
871
Perpetual Investment Management
Australia
$419K
MWPCG
872
Measured Wealth Private Client Group
New Hampshire
$418K +$414K +3,295 New
TP
873
Tranquility Partners
Tennessee
$414K +$2.26K +18 +0.6%
MIC
874
Means Investment Company
Maine
$414K +$502 +4 +0.1%
ESB
875
Essex Savings Bank
Connecticut
$414K -$25.1K -200 -6%

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.