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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
NFG
1001
Nations Financial Group
Iowa
$204K +$227K +1,921 New
GAM
1002
Griffin Asset Management
New York
$202K +$225K +1,900 New
LFGH
1003
Lee Financial Group Hawaii
Hawaii
$201K +$224K +1,891 New
LCM
1004
LCM Capital Management
Illinois
$201K +$224K +1,893 New
SGA
1005
Seaport Global Advisors
Massachusetts
$192K +$82.7K +699 +63%
FMP
1006
Financial Management Professionals
Texas
$186K +$9.59K +81 +5%
FCMT
1007
Founders Capital Management (Texas)
Texas
$183K
CSB
1008
City State Bank
Iowa
$182K
QCG
1009
Quadrant Capital Group
Ohio
$176K +$118 +1 +0.1%
TPCW
1010
TD Private Client Wealth
New York
$172K -$37.3K -315 -16%
POIA
1011
Pin Oak Investment Advisors
Texas
$168K -$118 -1 -0.1%
Bank of Montreal
1012
Bank of Montreal
Ontario, Canada
$165K -$30.6M -258,110 -16%
KA
1013
Kozak & Associates
Colorado
$165K
LC
1014
Lindbrook Capital
California
$163K -$81K -684 -31%
SWM
1015
Scissortail Wealth Management
Oklahoma
$163K
Loomis, Sayles & Company
1016
Loomis, Sayles & Company
Massachusetts
$160K -$238K -2,010 -57%
MMG
1017
Monetary Management Group
Missouri
$159K
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1018
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$156K +$173K +1,464 New
VC
1019
Vestor Capital
Illinois
$154K +$71K +600 +71%
ICM
1020
Islay Capital Management
Texas
$150K +$167K +1,412 New
CWC
1021
Carolinas Wealth Consulting
North Carolina
$144K +$24.4K +206 +18%
QPBE
1022
Quintet Private Bank (Europe)
Luxembourg
$142K +$144K +1,213 New
TSW
1023
Thompson Siegel & Walmsley
Virginia
$141K -$3.79K -32 -2%
VCM
1024
Versant Capital Management
Arizona
$139K
SBL
1025
Sargent Bickham Lagudis
Colorado
$138K -$54.9K -464 -26%

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.