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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
SIC
1051
Salem Investment Counselors
North Carolina
$232K
IF
1052
Intrua Financial
Texas
$231K +$209K +1,665 New
BOTW
1053
Bank of the West
California
$231K -$11.4K -91 -5%
CWP
1054
Concord Wealth Partners
Virginia
$230K -$44.3K -353 -16%
CMI
1055
Clare Market Investments
Texas
$228K +$226K +1,801 New
GB
1056
Goepper Burkhardt
South Carolina
$228K +$226K +1,800 New
BW
1057
Bison Wealth
Georgia
$228K +$204K +1,623 New
TPCW
1058
TD Private Client Wealth
New York
$227K -$12.8K -102 -5%
LA
1059
Latitude Advisors
Florida
$227K +$224K +1,786 New
AWA
1060
Arkadios Wealth Advisors
Georgia
$226K +$224K +1,781 New
ESCM
1061
Echo Street Capital Management
New York
$226K +$223K +1,778 New
WP
1062
WealthSource Partners
California
$225K -$314K -2,498 -59%
SPWM
1063
Spartan Planning & Wealth Management
North Carolina
$225K +$108K +863 +95%
BFM
1064
Boothbay Fund Management
New York
$224K -$335K -2,666 -60%
LGA
1065
Lebenthal Global Advisors
New York
$224K -$76.8K -612 -26%
BP
1066
Ballentine Partners
Massachusetts
$224K -$31.1K -248 -12%
XF
1067
XML Financial
Maryland
$223K +$221K +1,760 New
AC
1068
Apella Capital
Connecticut
$223K +$220K +1,754 New
DG
1069
DMC Group
Alabama
$222K -$78.7K -627 -25%
ISL
1070
Ingalls & Snyder LLC
New York
$222K +$219K +1,747 New
HIIFS
1071
Harel Insurance Investments & Financial Services
Israel
$220K +$115K +916 +110%
APW
1072
Aurora Private Wealth
New Jersey
$220K +$217K +1,730 New
FCMT
1073
Founders Capital Management (Texas)
Texas
$218K
CLOS
1074
Compagnie Lombard Odier SCmA
Switzerland
$217K +$182K +1,446 +544%
D
1075
Diversified
Delaware
$217K +$215K +1,710 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.