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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
SWM
1076
Silverlake Wealth Management
Vermont
$217K +$215K +1,709 New
DBIA
1077
Dumont & Blake Investment Advisors
New Jersey
$216K +$213K +1,699 New
NDSI
1078
Newman Dignan & Sheerar Inc
Rhode Island
$214K +$212K +1,690 New
CSB
1079
City State Bank
Iowa
$214K
SWM
1080
Spire Wealth Management
Virginia
$214K +$1.63K +13 +0.8%
MCM
1081
Monument Capital Management
Virginia
$214K +$212K +1,685 New
ANTB
1082
AMG National Trust Bank
Colorado
$212K +$210K +1,671 New
KP
1083
Keel Point
Alabama
$212K +$210K +1,669 New
RRCM
1084
Rappaport Reiches Capital Management
Illinois
$211K +$208K +1,661 New
TDC
1085
Thompson Davis & Co
Virginia
$209K +$207K +1,650 New
KA
1086
Kovack Advisors
Florida
$209K +$207K +1,649 New
NL
1087
NWAM LLC
Washington
$208K +$206K +1,640 New
AIM
1088
Athena Investment Management
California
$207K +$205K +1,633 New
TSW
1089
Thompson Siegel & Walmsley
Virginia
$207K +$37.7K +300 +23%
FIB
1090
First Interstate Bank
Montana
$207K +$204K +1,628 New
AAMC
1091
Asset Allocation & Management Company
Illinois
$207K +$205K +1,634 New
CWM
1092
Centric Wealth Management
Illinois
$206K +$204K +1,626 New
PCMC
1093
Paragon Capital Management (Colorado)
Colorado
$206K +$204K +1,623 New
S
1094
SignatureFD
Georgia
$205K +$9.41K +75 +5%
9WM
1095
9258 Wealth Management
Ohio
$205K +$203K +1,615 New
BFC
1096
Bedel Financial Consulting
Indiana
$204K
CFP
1097
Catalyst Financial Partners
Massachusetts
$201K +$199K +1,587 New
VAS
1098
Vestmark Advisory Solutions
Massachusetts
$201K +$199K +1,586 New
KBFS
1099
Kohmann Bosshard Financial Services
Ohio
$201K +$199K +1,586 New
POIA
1100
Pin Oak Investment Advisors
Texas
$201K

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.