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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
FMTC
1026
Farmers & Merchants Trust Company
California
$203K -$16.5K -150 -7%
GAM
1027
Griffin Asset Management
New York
$203K
TPCW
1028
TD Private Client Wealth
New York
$202K +$29.8K +271 +17%
LCM
1029
LCM Capital Management
Illinois
$202K
WA
1030
Wealth Alliance
New York
$202K +$208K +1,889 New
GC
1031
Grimes & Company
Massachusetts
$202K +$208K +1,894 New
Loomis, Sayles & Company
1032
Loomis, Sayles & Company
Massachusetts
$201K +$41.2K +374 +25%
RA
1033
RiverTree Advisors
Florida
$201K +$207K +1,878 New
BIA
1034
Benchmark Investment Advisors
Illinois
$201K +$207K +1,880 New
FMP
1035
Financial Management Professionals
Texas
$200K +$12.9K +117 +7%
SIC
1036
Salem Investment Counselors
North Carolina
$195K +$77K +700 +62%
AA
1037
AlphaCentric Advisors
Puerto Rico
$187K +$193K +1,754 New
FCMT
1038
Founders Capital Management (Texas)
Texas
$184K
ETC
1039
Exchange Traded Concepts
Oklahoma
$182K -$74.9K -681 -29%
CSB
1040
City State Bank
Iowa
$180K -$2.75K -25 -1%
HIA
1041
Harbor Investment Advisory
Maryland
$180K +$74.2K +674 +67%
SWM
1042
Spire Wealth Management
Virginia
$179K -$153K -1,389 -45%
KA
1043
Kozak & Associates
Colorado
$171K
SGA
1044
Seaport Global Advisors
Massachusetts
$169K -$24.6K -224 -12%
POIA
1045
Pin Oak Investment Advisors
Texas
$169K +$110 +1 +0.1%
LC
1046
Lindbrook Capital
California
$169K +$6.16K +56 +4%
S
1047
SignatureFD
Georgia
$165K -$114K -1,032 -40%
MMG
1048
Monetary Management Group
Missouri
$160K
IUHSA
1049
Itau Unibanco Holding S.A.
Brazil
$156K -$2.5M -22,705 -94%
VC
1050
Vestor Capital
Illinois
$155K

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.