We are live on ! Find out more
VLO icon

Valero Energy

1,239 hedge funds and large institutions have $33.1B invested in Valero Energy in 2022 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 469 increasing their positions, 447 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 135 | Existing positions closed: 94

12% more funds holding in top 10

Funds holding in top 10: 2528 (+3)

2% more funds holding

Funds holding: 1,2131,239 (+26)

1.3% more ownership

Funds ownership: 77.47%78.77% (+1.3%)

5% more repeat investments, than reductions

Existing positions increased: 469 | Existing positions reduced: 447

1% less capital invested

Capital invested by funds: $33.4B → $33.1B (-$388M)

20% less call options, than puts

Call options by funds: $850M | Put options by funds: $1.06B

Holders
1,239
Holders Change
+26
Holders Change %
+2.14%
% of All Funds
21.34%
Holding in Top 10
28
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+12%
% of All Funds
0.48%
New
135
Increased
469
Reduced
447
Closed
94
Calls
$850M
Puts
$1.06B
Net Calls
-$215M
Net Calls Change
-$144M
Name Holding Trade Value Shares
Change
Change in
Stake
RC
976
Rovin Capital
Arizona
$233K -$5.83K -53 -2%
RIA
977
Regal Investment Advisors
Michigan
$233K +$4.29K +39 +2%
TA
978
Tectonic Advisors
Texas
$233K +$17.6K +160 +8%
FPCP
979
Fort Point Capital Partners
California
$233K +$240K +2,185 New
CWP
980
Concord Wealth Partners
Virginia
$232K -$8.03K -73 -3%
PPWM
981
PFG Private Wealth Management
Florida
$232K +$237K +2,156 +11,978%
GCP
982
GSA Capital Partners
United Kingdom
$232K +$239K +2,175 New
BO
983
BRR OpCo
Ohio
$230K
GGS
984
Galvin Gaustad & Stein
Arizona
$230K
TA
985
TruWealth Advisors
Louisiana
$230K +$237K +2,150 New
SWM
986
SFG Wealth Management
Maryland
$229K -$54.9K -499 -19%
WWMSC
987
Wagner Wealth Management (South Carolina)
South Carolina
$228K -$4.18K -38 -2%
CM
988
Columbus Macro
Pennsylvania
$228K -$3.41K -31 -1%
EWS
989
Evergreen Wealth Solutions
Pennsylvania
$227K -$5.94K -54 -2%
CG
990
Caprock Group
Idaho
$227K +$660 +6 +0.3%
MFG
991
Magnus Financial Group
New York
$227K +$5.39K +49 +2%
PFBT
992
Parkside Financial Bank & Trust
Missouri
$227K +$8.58K +78 +4%
MWM
993
Mattern Wealth Management
Kansas
$223K
ACM
994
AUA Capital Management
Pennsylvania
$222K -$51.1K -464 -18%
SC
995
SouthState Corp
Florida
$222K
PCP
996
Proficio Capital Partners
Massachusetts
$221K -$4.84K -44 -2%
ZCA
997
Zeke Capital Advisors
Pennsylvania
$221K -$550 -5 -0.2%
RWA
998
Ropes Wealth Advisors
Massachusetts
$221K
PA
999
Probity Advisors
Texas
$219K -$1.65K -15 -0.7%
EBA
1000
Eagle Bay Advisors
New York
$219K

VLO Hedge Fund Activity: Q3 2022 in Review

1,239 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q3 2022, worth a combined $33.1B — down 1.2% from $33.4B a quarter earlier.

Buyers outnumbered sellers: 135 funds opened new VLO positions and 94 closed out — a net gain of 41 holders — while 469 added to existing stakes and 447 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $236M. The largest seller was Jane Street, cutting an estimated $323M.

  • 1,239 institutional investors held Valero Energy (VLO) as of Q3 2022, up from 1,213 in Q2 2022.
  • Funds reported $33.1B of Valero Energy stock for Q3 2022, down 1.2% quarter-over-quarter.
  • 135 funds opened new Valero Energy positions in Q3 2022 and 94 closed out, a net change of +41 holders.
  • The largest Valero Energy buyer in Q3 2022 was Arrowstreet Capital, an estimated $236M added.
  • The largest Valero Energy seller in Q3 2022 was Jane Street, an estimated $323M sold.

Based on aggregated 13F filings for Q3 2022.