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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
VWA
926
Visionary Wealth Advisors
Illinois
$336K +$126 +1 +0%
SDAM
927
Shulman DeMeo Asset Management
New York
$336K +$1.63K +13 +0.5%
HAS
928
HBW Advisory Services
California
$333K +$330K +2,627 New
AWM
929
Accel Wealth Management
Iowa
$332K -$7.78K -62 -2%
AIM
930
Acropolis Investment Management
Missouri
$331K -$10.7K -85 -3%
IFPG
931
Intrepid Financial Planning Group
Indiana
$331K +$328K +2,610 New
Kovitz Investment Group Partners
932
Kovitz Investment Group Partners
Illinois
$331K -$23.2K -185 -7%
ACA
933
Aptus Capital Advisors
Alabama
$330K -$51.1K -407 -14%
HWA
934
Heritage Wealth Advisors
Virginia
$330K
LC
935
Lindbrook Capital
California
$328K +$126K +1,000 +63%
SCM
936
Shelton Capital Management
Colorado
$326K
I
937
InceptionR
California
$325K +$322K +2,562 New
FAN
938
Financial Advisors Network
California
$323K -$502 -4 -0.2%
WWMSC
939
Wagner Wealth Management (South Carolina)
South Carolina
$322K +$51.1K +407 +19%
TA
940
TFG Advisers
Michigan
$322K +$319K +2,542 New
LDB
941
Lee, Danner & Bass
Tennessee
$322K -$8.79K -70 -3%
FTC
942
Farmers Trust Company
Ohio
$322K -$5.02K -40 -2%
KWMG
943
King Wealth Management Group
Florida
$322K
WCM
944
WealthBridge Capital Management
Ohio
$321K -$195K -1,553 -38%
USGIU
945
U.S. Global Investors (USGI)
Texas
$317K -$628K -5,000 -67%
WSC
946
Wellington Shields & Co
New York
$317K
SWA
947
SFMG Wealth Advisors
Texas
$317K +$45.3K +361 +17%
SOW
948
State of Wyoming
Wyoming
$316K +$140K +1,118 +81%
HSA
949
HBK Sorce Advisory
Pennsylvania
$315K +$312K +2,482 New
BEAM
950
Baker Ellis Asset Management
Washington
$315K +$311K +2,480 New

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.