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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
BHB
926
Bank Hapoalim BM
Israel
$254K -$10.4K -88 -4%
KFP
927
KMG Fiduciary Partners
Ohio
$254K
WW
928
Westshore Wealth
California
$253K
ETC
929
Exchange Traded Concepts
Oklahoma
$253K +$27.9K +236 +11%
MFA
930
Mayflower Financial Advisors
Massachusetts
$252K +$1.66K +14 +0.6%
CBFP
931
Cedar Brook Financial Partners
Ohio
$250K -$27K -228 -9%
BIP
932
Blueprint Investment Partners
North Carolina
$250K +$279K +2,356 New
CIAS
933
Capital Investment Advisory Services
North Carolina
$248K -$144K -1,220 -34%
MWA
934
Meridian Wealth Advisors
Texas
$248K +$276K +2,331 New
EA
935
Emerald Advisors
Washington
$247K -$86.9K -734 -24%
SIGI
936
Susquehanna International Group (Ireland)
Ireland
$247K +$275K +2,322 New
SWM
937
Shelton Wealth Management
Texas
$245K +$11.1K +94 +4%
KF
938
Krilogy Financial
Missouri
$244K +$355 +3 +0.1%
IC
939
Inscription Capital
Texas
$244K +$272K +2,300 New
CWM
940
Cornerstone Wealth Management
Missouri
$243K +$9.94K +84 +4%
MA
941
MBA Advisors
Pennsylvania
$243K +$270K +2,283 New
SIM
942
SSI Investment Management
California
$241K
FAG
943
Fortitude Advisory Group
Washington
$240K +$947 +8 +0.4%
SCP
944
Stamos Capital Partners
California
$240K +$268K +2,260 New
NAM
945
NTV Asset Management
West Virginia
$238K
CWP
946
Concord Wealth Partners
Virginia
$238K +$41.2K +348 +18%
ICA
947
Infrastructure Capital Advisors
New York
$237K -$271K -2,286 -51%
KA
948
Kercheville Advisors
Texas
$237K -$35.5K -300 -12%
RC
949
Rovin Capital
Arizona
$237K +$3.2K +27 +1%
FFN
950
Focus Financial Network
Minnesota
$237K -$140K -1,179 -35%

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.