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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
NIMI
951
Natixis Investment Managers International
France
$235K -$80.5K -680 -23%
AIA
952
Armor Investment Advisors
North Carolina
$235K
LIM
953
Leavell Investment Management
Alabama
$234K
LGF
954
LGT Group Foundation
Liechtenstein
$234K
RIA
955
Realta Investment Advisors
Delaware
$233K +$21.2K +179 +9%
PWM
956
Purus Wealth Management
California
$232K +$1.66K +14 +0.6%
CG
957
Colony Group
Massachusetts
$231K -$302K -2,552 -54%
EWS
958
Evergreen Wealth Solutions
Pennsylvania
$231K -$39.1K -330 -13%
WWMSC
959
Wagner Wealth Management (South Carolina)
South Carolina
$231K +$257K +2,173 New
CM
960
Columbus Macro
Pennsylvania
$230K -$129K -1,087 -33%
GGS
961
Galvin Gaustad & Stein
Arizona
$229K -$23.7K -200 -9%
BO
962
BRR OpCo
Ohio
$229K +$9.35K +79 +4%
FAM
963
Formidable Asset Management
Ohio
$228K
RIA
964
Regal Investment Advisors
Michigan
$228K +$254K +2,145 New
HH
965
Hilltop Holdings
Texas
$228K +$254K +2,146 New
WG
966
Winton Group
United Kingdom
$227K -$3.39M -28,619 -93%
SWA
967
SFMG Wealth Advisors
Texas
$227K
MCM
968
Maple Capital Management
Vermont
$226K +$8.17K +69 +3%
LOAMS
969
Lombard Odier Asset Management (Switzerland)
Switzerland
$226K +$251K +2,124 New
PCP
970
Proficio Capital Partners
Massachusetts
$225K +$10.3K +87 +4%
CG
971
Caprock Group
Idaho
$225K +$251K +2,117 New
BOTW
972
Bank of the West
California
$222K -$6.63K -56 -3%
PG
973
Pendal Group
Australia
$221K -$3.17M -26,759 -93%
MWM
974
Mattern Wealth Management
Kansas
$221K
MFG
975
Magnus Financial Group
New York
$221K +$246K +2,077 New

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.