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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
CA
901
Cullinan Associates
Kentucky
$276K -$1.68M -14,200 -85%
HA
902
HYA Advisors
Missouri
$275K -$556K -4,699 -65%
S
903
SignatureFD
Georgia
$274K +$103K +873 +51%
Kovitz Investment Group Partners
904
Kovitz Investment Group Partners
Illinois
$273K
WAP
905
Wealthcare Advisory Partners
Pennsylvania
$271K -$54K -456 -15%
FAN
906
Financial Advisors Network
California
$271K +$237 +2 +0.1%
ACM
907
AUA Capital Management
Pennsylvania
$270K
KWMG
908
King Wealth Management Group
Florida
$270K
BPM
909
Bowling Portfolio Management
Ohio
$269K -$1.54K -13 -0.5%
CA
910
Claro Advisors
Massachusetts
$269K +$299K +2,530 New
FPAS
911
Focus Partners Advisor Solutions
Missouri
$266K -$33.5K -283 -10%
WSC
912
Wellington Shields & Co
New York
$266K
SC
913
Shay Capital
New York
$266K +$21.3K +180 +8%
CIBC Private Wealth Group
914
CIBC Private Wealth Group
Georgia
$261K +$33.4K +282 +13%
RCAG
915
Rehmann Capital Advisory Group
Michigan
$259K -$7.81K -66 -3%
PGWM
916
Parisi Gray Wealth Management
New Jersey
$258K +$1.06K +9 +0.4%
NFG
917
Norris Financial Group
South Carolina
$258K +$287K +2,425 New
NEGWA
918
New England Guild Wealth Advisors
Connecticut
$257K
SIA
919
SkyView Investment Advisors
New Jersey
$257K +$46.4K +392 +19%
BFM
920
Boothbay Fund Management
New York
$257K +$287K +2,421 New
FCAG
921
First Capital Advisors Group
New Jersey
$257K +$287K +2,421 New
AAS
922
Ameritas Advisory Services
Nebraska
$256K +$20.8K +176 +8%
OIA
923
Optimum Investment Advisors
Illinois
$255K +$23.7K +200 +9%
CCM
924
CTC Capital Management
Illinois
$255K +$284K +2,400 New
LGA
925
Lebenthal Global Advisors
New York
$254K -$694K -5,861 -71%

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.