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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
DA
1076
Denali Advisors
California
$107K +$110K +1,000 New
FA
1077
Financial Advantage
Maryland
$106K
ZB
1078
Zions Bancorporation
Utah
$105K -$6.49K -59 -6%
GC
1079
Globeflex Capital
California
$102K
GWS
1080
Glassman Wealth Services
Virginia
$98K -$660 -6 -0.6%
SPWM
1081
Spartan Planning & Wealth Management
North Carolina
$97K -$120K -1,093 -55%
WOC
1082
West Oak Capital
California
$96K
BWL
1083
Bogart Wealth LLC
Virginia
$96K +$110 +1 +0.1%
PP
1084
Paloma Partners
Connecticut
$96K +$99.3K +902 New
PA
1085
Parallel Advisors
California
$92K +$8.03K +73 +9%
HIIFS
1086
Harel Insurance Investments & Financial Services
Israel
$89K +$91.7K +833 New
DAC
1087
Dividend Assets Capital
South Carolina
$87K
ST
1088
Smithfield Trust
Pennsylvania
$87K
SCA
1089
Stonebridge Capital Advisors
Minnesota
$87K +$1.21K +11 +1%
MA
1090
Montag & Associates
Georgia
$86K +$35.1K +319 +65%
TC
1091
Truvestments Capital
Florida
$85K
SC
1092
Schubert & Co
Texas
$85K +$2.42K +22 +3%
LF
1093
Lee Financial
Texas
$83K +$78.1K +710 +1,145%
HWA
1094
HHM Wealth Advisors
Tennessee
$79K -$55K -500 -40%
GIA
1095
GHP Investment Advisors
Colorado
$78K +$4.29K +39 +6%
BCWM
1096
Bartlett & Co Wealth Management
Ohio
$77.5K
BC
1097
Bartlett & Co
Ohio
$77K
FF
1098
FourThought Financial
Florida
$75K
EIP
1099
Ellis Investment Partners
Pennsylvania
$75K +$550 +5 +0.7%
CFO
1100
CVA Family Office
Colorado
$72K +$3.85K +35 +5%

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.