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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
FTC
926
Farmers Trust Company
Ohio
$275K -$5.5K -50 -2%
RIL
927
Rothschild Investment LLC
Illinois
$275K +$283K +2,574 New
SCM
928
Shelton Capital Management
Colorado
$274K -$10.7K -97 -4%
SWM
929
Scissortail Wealth Management
Oklahoma
$273K
CCM
930
Covington Capital Management
California
$272K -$46.1K -419 -14%
FAN
931
Financial Advisors Network
California
$272K -$330 -3 -0.1%
KWMG
932
King Wealth Management Group
Florida
$272K
FAM
933
Formidable Asset Management
Ohio
$271K
OFS
934
OneAscent Financial Services
Alabama
$269K -$48.6K -442 -15%
CA
935
Claro Advisors
Massachusetts
$269K
WSC
936
Wellington Shields & Co
New York
$267K
HH
937
Hilltop Holdings
Texas
$267K +$39K +354 +16%
TC
938
Telemus Capital
Michigan
$266K -$30.4K -276 -10%
AWM
939
Accurate Wealth Management
Florida
$266K +$251K +2,280 New
BPM
940
Bowling Portfolio Management
Ohio
$265K -$5.39K -49 -2%
OFG
941
OmniStar Financial Group
North Carolina
$262K +$270K +2,457 New
PGWM
942
Parisi Gray Wealth Management
New Jersey
$260K +$1.1K +10 +0.4%
NEGWA
943
New England Guild Wealth Advisors
Connecticut
$259K
HTC
944
Haverford Trust Company
Pennsylvania
$256K -$29.2K -265 -10%
KF
945
Krilogy Financial
Missouri
$256K +$11.4K +104 +5%
AFP
946
Ausdal Financial Partners
Iowa
$255K -$78.8K -716 -23%
MFA
947
Mayflower Financial Advisors
Massachusetts
$255K +$1.65K +15 +0.6%
BAM
948
Berkshire Asset Management
Pennsylvania
$254K +$262K +2,379 New
LGA
949
Lebenthal Global Advisors
New York
$253K -$1.76K -16 -0.7%
EA
950
Emerald Advisors
Washington
$252K +$3.74K +34 +1%

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.