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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
HH
1026
Hilltop Holdings
Texas
$254K -$62.9K -501 -20%
JFL
1027
Jarislowsky, Fraser Ltd
Quebec, Canada
$253K
CG
1028
Clarus Group
Texas
$252K
FBFS
1029
First Business Financial Services
Wisconsin
$251K +$502 +4 +0.2%
CAM
1030
Claret Asset Management
Quebec, Canada
$249K
GI
1031
GAMCO Investors
Connecticut
$247K +$244K +1,947 New
SWM
1032
Shelton Wealth Management
Texas
$246K -$3.39K -27 -1%
CCWM
1033
Cassaday & Co Wealth Management
Virginia
$246K +$243K +1,936 New
RWA
1034
Ropes Wealth Advisors
Massachusetts
$245K -$16.7K -133 -6%
PIA
1035
Pinion Investment Advisors
Kansas
$243K +$241K +1,917 New
FA
1036
FDx Advisors
Illinois
$242K +$239K +1,905 New
SFG
1037
StrategIQ Financial Group
Indiana
$241K -$7.53K -60 -3%
FMTC
1038
Farmers & Merchants Trust Company
California
$241K
GC
1039
Grimes & Company
Massachusetts
$240K
LCM
1040
LCM Capital Management
Illinois
$240K
MFG
1041
Magnus Financial Group
New York
$240K -$29.5K -235 -11%
LFGH
1042
Lee Financial Group Hawaii
Hawaii
$240K
CWM
1043
Catalyst Wealth Management
Georgia
$237K +$235K +1,872 New
VT
1044
Vise Technologies
New York
$236K -$21.2K -169 -8%
TA
1045
Tectonic Advisors
Texas
$236K -$40.4K -322 -15%
SIA
1046
Schechter Investment Advisors
Michigan
$236K +$233K +1,857 New
FWCM
1047
Ferguson Wellman Capital Management
Oregon
$235K +$232K +1,850 New
OAM
1048
Oak Asset Management
California
$235K +$232K +1,849 New
MCM
1049
Maple Capital Management
Vermont
$234K -$31.8K -253 -12%
PTC
1050
Philadelphia Trust Company
Pennsylvania
$233K +$231K +1,840 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.