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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
CAL
1026
Capital Advisors Ltd
Ohio
$134K +$118 +1 +0.1%
HWA
1027
HHM Wealth Advisors
Tennessee
$131K
AIM
1028
Anchor Investment Management
South Carolina
$130K
EWM
1029
Evermay Wealth Management
Virginia
$130K -$360K -3,039 -71%
FCT
1030
First Community Trust
Iowa
$130K
CI
1031
CX Institutional
Indiana
$127K +$142K +1,198 New
CAL
1032
Capital Analysts LLC
Pennsylvania
$121K +$20.2K +171 +18%
SIC
1033
Salem Investment Counselors
North Carolina
$120K
WB
1034
Webster Bank
Connecticut
$120K
WAS
1035
Winch Advisory Services
Wisconsin
$119K +$16.6K +140 +14%
Credit Agricole
1036
Credit Agricole
France
$118K -$98.5K -832 -43%
SIAP
1037
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$117K +$130K +1,100 New
SOW
1038
State of Wyoming
Wyoming
$115K -$145K -1,222 -53%
HI
1039
Hudock Inc
Pennsylvania
$113K +$237 +2 +0.2%
ZB
1040
Zions Bancorporation
Utah
$110K +$30.4K +257 +33%
HIA
1041
Harbor Investment Advisory
Maryland
$107K +$71.5K +604 +149%
FA
1042
Financial Advantage
Maryland
$106K
MFT
1043
Moisand Fitzgerald Tamayo
Florida
$106K +$118K +1,000 New
MCC
1044
Money Concepts Capital
Florida
$105K -$49.1K -415 -30%
TCOV
1045
Trust Company of Vermont
Vermont
$104K +$116K +979 New
PFGIA
1046
Patriot Financial Group Insurance Agency
Massachusetts
$102K -$311K -2,630 -73%
GC
1047
Globeflex Capital
California
$102K +$114K +959 New
SSG
1048
Summit Securities Group
New York
$101K -$1.12M -9,433 -91%
GWS
1049
Glassman Wealth Services
Virginia
$99K +$3.43K +29 +3%
C
1050
Covestor
United Kingdom
$99K +$38K +321 +53%

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.