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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
FLPIM
901
F.L. Putnam Investment Management
Massachusetts
$374K +$4.02K +32 +1%
AWM
902
Accurate Wealth Management
Florida
$374K +$69.2K +551 +24%
SMWM
903
Silvia McColl Wealth Management
California
$372K +$368K +2,930 New
RDWM
904
Red Door Wealth Management
Tennessee
$371K +$126 +1 +0%
BIA
905
Benchmark Investment Advisors
Illinois
$370K +$131K +1,040 +55%
KMWM
906
Keudell/Morrison Wealth Management
Oregon
$369K +$628 +5 +0.2%
DCM
907
Deuterium Capital Management
Florida
$367K +$363K +2,894 New
AA
908
Ancora Advisors
Ohio
$366K +$27.5K +219 +8%
FWM
909
Forza Wealth Management
Florida
$364K +$360K +2,871 New
CIBC Private Wealth Group
910
CIBC Private Wealth Group
Georgia
$361K -$126 -1 -0%
AA
911
ALPS Advisors
Colorado
$359K -$27.3M -217,738 -99%
FAG
912
Fortitude Advisory Group
Washington
$359K +$12.6K +100 +4%
AT
913
American Trust
Kentucky
$359K -$7.53K -60 -2%
AG
914
Advocate Group
Minnesota
$358K -$8.29K -66 -2%
GAM
915
Griffin Asset Management
New York
$355K +$113K +900 +47%
HI
916
Harbour Investments
Wisconsin
$351K -$3.14K -25 -0.9%
CCIA
917
Campbell & Co Investment Adviser
Maryland
$346K -$1.21M -9,619 -78%
CG
918
Caprock Group
Idaho
$344K +$73.6K +586 +28%
QC
919
Quantedge Capital
Singapore
$343K -$163K -1,300 -33%
FFS
920
Founders Financial Securities
Maryland
$342K -$50.2K -400 -13%
AFP
921
Ausdal Financial Partners
Iowa
$341K +$37.7K +300 +13%
PPW
922
Pasadena Private Wealth
California
$341K -$5.65K -45 -2%
DI
923
Diligent Investors
California
$339K +$336K +2,675 New
GCM
924
Gables Capital Management
Florida
$338K
FMLI
925
Fukoku Mutual Life Insurance
Japan
$338K -$70.2K -559 -17%

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.