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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
BIP
951
Blueprint Investment Partners
North Carolina
$313K +$177K +1,407 +133%
KIG
952
Kennedy Investment Group
New Jersey
$311K +$308K +2,455 New
PGWM
953
Parisi Gray Wealth Management
New Jersey
$310K +$1.25K +10 +0.4%
CWM
954
Compass Wealth Management
Connecticut
$309K +$306K +2,438 New
NEGWA
955
New England Guild Wealth Advisors
Connecticut
$307K
CI
956
CX Institutional
Indiana
$305K +$302K +2,408 New
OFG
957
OmniStar Financial Group
North Carolina
$305K -$6.53K -52 -2%
TC
958
Telemus Capital
Michigan
$305K -$12.3K -98 -4%
KF
959
Krilogy Financial
Missouri
$305K +$628 +5 +0.2%
Grantham, Mayo, Van Otterloo & Co (GMO)
960
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$304K -$339K -2,700 -53%
HTC
961
Haverford Trust Company
Pennsylvania
$304K
CWA
962
Clarus Wealth Advisors
Arizona
$301K +$286K +2,277 New
VIA
963
Virtus Investment Advisers
Connecticut
$300K
MWA
964
Meridian Wealth Advisors
Texas
$300K +$2.01K +16 +0.7%
GWM
965
GSB Wealth Management
Connecticut
$299K -$314K -2,500 -51%
MFA
966
Mayflower Financial Advisors
Massachusetts
$298K -$3.89K -31 -1%
SCM
967
Stevens Capital Management
Pennsylvania
$298K -$114K -911 -28%
AAS
968
Ameritas Advisory Services
Nebraska
$296K +$40.8K +325 +16%
WIM
969
WealthPlan Investment Management
Nebraska
$294K +$264K +2,106 New
SMF
970
Sterling Manor Financial
New York
$294K
WP
971
WealthPLAN Partners
Nebraska
$294K +$264K +2,106 New
SFG
972
Sovereign Financial Group
Connecticut
$294K -$561K -4,467 -66%
IC
973
Inscription Capital
Texas
$294K
WANY
974
Wealthspire Advisors (New York)
New York
$292K +$289K +2,304 New
SGA
975
Seaport Global Advisors
Massachusetts
$291K +$88.9K +708 +45%

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.