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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
SWM
1001
SFG Wealth Management
Maryland
$272K
BJL
1002
Brighton Jones LLC
Washington
$271K -$145K -1,157 -35%
RIA
1003
Regal Investment Advisors
Michigan
$270K -$6.65K -53 -2%
RC
1004
Rovin Capital
Arizona
$269K -$7.53K -60 -3%
FCA
1005
Fortis Capital Advisors
Kansas
$268K +$265K +2,113 New
TA
1006
TruWealth Advisors
Louisiana
$268K -$4.9K -39 -2%
CA
1007
CoreCap Advisors
Michigan
$266K +$263K +2,099 New
GGS
1008
Galvin Gaustad & Stein
Arizona
$266K -$6.9K -55 -3%
MWM
1009
Mattern Wealth Management
Kansas
$264K
ACM
1010
AUA Capital Management
Pennsylvania
$264K
ZCA
1011
Zeke Capital Advisors
Pennsylvania
$263K +$1.38K +11 +0.5%
EWS
1012
Evergreen Wealth Solutions
Pennsylvania
$263K -$6.15K -49 -2%
SC
1013
SouthState Corp
Florida
$262K -$1K -8 -0.4%
PCP
1014
Proficio Capital Partners
Massachusetts
$262K +$502 +4 +0.2%
PA
1015
Probity Advisors
Texas
$257K -$3.39K -27 -1%
SNB
1016
Security National Bank
Nebraska
$257K
OMC
1017
Old Mission Capital
Illinois
$256K +$253K +2,015 New
QCG
1018
Quadrant Capital Group
Ohio
$255K -$5.02K -40 -2%
TCWM
1019
Total Clarity Wealth Management
Illinois
$255K
ABC
1020
Associated Banc-Corp
Wisconsin
$255K +$252K +2,009 New
BPC
1021
Banque Pictet & Cie
Switzerland
$254K -$32.6K -260 -12%
CL
1022
CSS LLC
Illinois
$254K
FI
1023
Fractal Investments
Connecticut
$254K
VCAM
1024
Van Cleef Asset Management
Ohio
$254K
VCP
1025
Verus Capital Partners
Arizona
$254K +$251K +1,998 New

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.