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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
RWA
976
Ropes Wealth Advisors
Massachusetts
$220K -$29.2K -247 -11%
PA
977
Probity Advisors
Texas
$220K -$16.6K -140 -6%
SC
978
SouthState Corp
Florida
$220K
ZCA
979
Zeke Capital Advisors
Pennsylvania
$220K +$118 +1 +0%
FMTC
980
Farmers & Merchants Trust Company
California
$218K -$23.7K -200 -9%
5L
981
55I LLC
Massachusetts
$218K +$242K +2,047 New
EBA
982
Eagle Bay Advisors
New York
$217K -$4.03K -34 -2%
PFBT
983
Parkside Financial Bank & Trust
Missouri
$217K -$9.94K -84 -4%
WPC
984
Wedmont Private Capital
Pennsylvania
$217K +$242K +2,045 New
WAM
985
WNY Asset Management
New York
$216K
SNB
986
Security National Bank
Nebraska
$215K -$32.1K -271 -12%
TA
987
Tectonic Advisors
Texas
$215K -$11.4K -96 -5%
IGWM
988
ICA Group Wealth Management
Colorado
$215K +$4.74K +40 +2%
TCWM
989
Total Clarity Wealth Management
Illinois
$214K -$11.8K -100 -5%
VCAM
990
Van Cleef Asset Management
Ohio
$213K
SPWM
991
Spartan Planning & Wealth Management
North Carolina
$213K +$225K +1,900 +1,900%
CG
992
Clarus Group
Texas
$211K -$23.7K -200 -9%
JFL
993
Jarislowsky, Fraser Ltd
Quebec, Canada
$211K
ABC
994
Associated Banc-Corp
Wisconsin
$211K +$235K +1,989 New
ARC
995
Advisor Resource Council
Texas
$209K +$232K +1,960 New
SIA
996
Schechter Investment Advisors
Michigan
$209K +$232K +1,963 New
CAM
997
Claret Asset Management
Quebec, Canada
$209K +$233K +1,965 New
CA
998
CoreCap Advisors
Michigan
$208K +$232K +1,956 New
PPW
999
Pasadena Private Wealth
California
$206K -$186K -1,571 -45%
WANY
1000
Wealthspire Advisors (New York)
New York
$205K +$229K +1,931 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.