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Valero Energy

1,239 hedge funds and large institutions have $33.1B invested in Valero Energy in 2022 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 469 increasing their positions, 447 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 94

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

2% more funds holding

Funds holding: 1,2131,239 (+26)

1.3% more ownership

Funds ownership: 77.47%78.77% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 447

1% less capital invested

Capital invested by funds: $33.4B → $33.1B (-$388M)

20% less call options, than puts

Call options by funds: $850M | Put options by funds: $1.06B

Holders
1,239
Holders Change
+26
Holders Change %
+2.14%
% of All Funds
21.34%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.48%
New
135
Increased
469
Reduced
447
Closed
94
Calls
$850M
Puts
$1.06B
Net Calls
-$215M
Net Calls Change
-$144M
Name Holding Trade Value Shares
Change
Change in
Stake
RFG
901
Range Financial Group
Oregon
$299K +$308K +2,795 New
SIM
902
Sentry Investment Management
Wisconsin
$298K
Kovitz Investment Group Partners
903
Kovitz Investment Group Partners
Illinois
$298K +$25.1K +228 +9%
HI
904
Harbour Investments
Wisconsin
$297K
ICM
905
Islay Capital Management
Texas
$297K +$151K +1,368 +97%
NP
906
NorthRock Partners
Minnesota
$296K +$3.3K +30 +1%
BPFA
907
Barnes Pettey Financial Advisors
Mississippi
$295K
PPW
908
Pasadena Private Wealth
California
$292K +$87.1K +792 +41%
FAG
909
Fortitude Advisory Group
Washington
$291K +$51.7K +470 +21%
AIM
910
Acropolis Investment Management
Missouri
$288K
MCM
911
Maple Capital Management
Vermont
$287K -$2.53K -23 -1%
AA
912
Ancora Advisors
Ohio
$285K -$44K -400 -13%
GCM
913
Gables Capital Management
Florida
$285K
BMCM
914
Burns Matteson Capital Management
New York
$284K +$292K +2,654 New
VWA
915
Visionary Wealth Advisors
Illinois
$283K -$16.4K -149 -5%
MPW
916
MGO Private Wealth
California
$283K +$291K +2,647 New
VCWA
917
Vanguard Capital Wealth Advisors
Colorado
$282K +$1.1K +10 +0.4%
IGWM
918
ICA Group Wealth Management
Colorado
$282K +$91.2K +829 +46%
SWMG
919
Signature Wealth Management Group
Georgia
$281K -$2.82M -25,607 -91%
SDAM
920
Shulman DeMeo Asset Management
New York
$281K +$2.42K +22 +0.8%
LDB
921
Lee, Danner & Bass
Tennessee
$279K -$124K -1,125 -30%
WAP
922
Wealthcare Advisory Partners
Pennsylvania
$279K +$6.71K +61 +2%
HWA
923
Heritage Wealth Advisors
Virginia
$278K
DG
924
DMC Group
Alabama
$278K -$226K -2,058 -45%
CWM
925
Cornerstone Wealth Management
Missouri
$278K +$34K +309 +13%

VLO Hedge Fund Activity: Q3 2022 in Review

1,239 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2022, worth a combined $33.1B — down 1.2% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new VLO positions and 94 closed out — a net gain of 41 holders — while 469 added to existing stakes and 447 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $236M. The largest seller was Jane Street, cutting an estimated $323M.

  • 1,239 institutional investors held Valero Energy (VLO) as of Q3 2022, up from 1,213 in Q2 2022.
  • Funds reported $33.1B of Valero Energy stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 135 funds opened new Valero Energy positions in Q3 2022 and 94 closed out, a net change of +41 holders.
  • The largest Valero Energy buyer in Q3 2022 was Arrowstreet Capital, an estimated $236M added.
  • The largest Valero Energy seller in Q3 2022 was Jane Street, an estimated $323M sold.

Based on aggregated 13F filings for Q3 2022.