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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
M&T Bank
76
M&T Bank
New York
$59.1M -$12.7M -101,166 -18%
Two Sigma Advisers
77
Two Sigma Advisers
New York
$58M -$20.1M -159,800 -26%
Robeco Institutional Asset Management
78
Robeco Institutional Asset Management
Netherlands
$57.1M +$5.25M +41,791 +10%
Nordea Investment Management
79
Nordea Investment Management
Sweden
$56.6M +$7.1M +56,555 +15%
ELI
80
Empire Life Investments
Ontario, Canada
$55.4M +$397K +3,164 +0.7%
Macquarie Group
81
Macquarie Group
Australia
$55.3M +$3.47M +27,663 +7%
Principal Financial Group
82
Principal Financial Group
Iowa
$55.2M -$2.69M -21,447 -5%
Baird Financial Group
83
Baird Financial Group
Wisconsin
$54.4M +$2.11M +16,808 +4%
PMG
84
Private Management Group
California
$51.5M -$2.16M -17,219 -4%
Millennium Management
85
Millennium Management
New York
$50.3M -$178M -1,421,492 -78%
RJFSA
86
Raymond James Financial Services Advisors
Florida
$48.5M +$1.13M +8,999 +2%
AAM
87
Ardevora Asset Management
United Kingdom
$48.3M +$47.8M +380,733 New
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$47.4M -$31M -247,339 -40%
CI
89
Cincinnati Insurance
Ohio
$45.2M
Voloridge Investment Management
90
Voloridge Investment Management
Florida
$44.4M -$37.7M -299,965 -46%
Royal London Asset Management
91
Royal London Asset Management
United Kingdom
$43.5M +$24.4M +194,414 +131%
DCM
92
Donaldson Capital Management
Indiana
$43.3M +$1.05M +8,403 +3%
SI
93
Scout Investments
Missouri
$43.1M +$15.6M +124,548 +58%
WHG
94
Westwood Holdings Group
Texas
$41.5M -$4.03M -32,121 -9%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$41.4M +$1.58M +12,609 +4%
EWA
96
EP Wealth Advisors
California
$40.5M -$2.48M -19,721 -6%
SW
97
SVB Wealth
Massachusetts
$40.2M +$130K +1,033 +0.3%
LPL Financial
98
LPL Financial
California
$39.8M +$2.08M +16,599 +6%
Squarepoint
99
Squarepoint
New York
$38.6M +$10.9M +86,997 +40%
Aberdeen Group
100
Aberdeen Group
United Kingdom
$38.5M +$3.08M +24,575 +9%

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.