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Valero Energy

1,213 hedge funds and large institutions have $33.4B invested in Valero Energy in 2022 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 427 increasing their positions, 468 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 92

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

3% more funds holding

Funds holding: 1,1721,213 (+41)

3% more capital invested

Capital invested by funds: $32.5B → $33.4B (+$975M)

0.9% less ownership

Funds ownership: 78.37%77.47% (-0.9%)

7% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.08B

9% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 468

Holders
1,213
Holders Change
+41
Holders Change %
+3.5%
% of All Funds
20.43%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.42%
New
153
Increased
427
Reduced
468
Closed
92
Calls
$1.01B
Puts
$1.08B
Net Calls
-$70.8M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
TAIM
1101
TD Ameritrade Investment Management
Nebraska
$36K +$3.67K +31 +10%
CIA
1102
Capital Impact Advisors
Massachusetts
$35K -$91.7K -775 -70%
FMII
1103
Farmers & Merchants Investments Inc
Nebraska
$34K
BA
1104
Bivin & Associates
Oklahoma
$32K
RTC
1105
Riverview Trust Company
Washington
$30K
HR
1106
Howe & Rusling
New York
$29K -$2.72K -23 -8%
PCG
1107
Private Capital Group
Connecticut
$29K -$473 -4 -1%
CA
1108
Crewe Advisors
Utah
$28K -$2.6K -22 -8%
DWMG
1109
DB Wealth Management Group
California
$28K
TCA
1110
Tortoise Capital Advisors
Kansas
$28K
BWM
1111
Baystate Wealth Management
Massachusetts
$28K +$237 +2 +0.8%
JWA
1112
JFS Wealth Advisors
Pennsylvania
$28K +$10.4K +88 +51%
KFI
1113
Key Financial Inc
Pennsylvania
$28K +$13.7K +116 +82%
DSC
1114
Duncker Streett & Co
Missouri
$26K
WIM
1115
Wilen Investment Management
Florida
$26K
WPA
1116
West Paces Advisors
Georgia
$25.7K
TCM
1117
Tradewinds Capital Management
Washington
$25K
BONH
1118
Bank of New Hampshire
New Hampshire
$24K
BCMLT
1119
Beacon Capital Management LLC (Tennessee)
Tennessee
$24K
EL
1120
EMFO LLC
Florida
$24K
VNA
1121
Valley National Advisers
Pennsylvania
$21K -$118 -1 -0.5%
AP
1122
Atwood & Palmer
Missouri
$21K
CB
1123
CNB Bank
Pennsylvania
$21K
FFC
1124
First Financial Corp
Indiana
$21K
FWM
1125
Focused Wealth Management
New York
$21K

VLO Hedge Fund Activity: Q2 2022 in Review

1,213 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2022, worth a combined $33.4B — up 3% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new VLO positions and 92 closed out — a net gain of 61 holders — while 427 added to existing stakes and 468 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $637M. The largest seller was Vanguard Group, cutting an estimated $682M.

  • 1,213 institutional investors held Valero Energy (VLO) as of Q2 2022, up from 1,172 in Q1 2022.
  • Funds reported $33.4B of Valero Energy stock for Q2 2022, up 3% quarter-over-quarter.
  • 153 funds opened new Valero Energy positions in Q2 2022 and 92 closed out, a net change of +61 holders.
  • The largest Valero Energy buyer in Q2 2022 was Fidelity Investments, an estimated $637M added.
  • The largest Valero Energy seller in Q2 2022 was Vanguard Group, an estimated $682M sold.

Based on aggregated 13F filings for Q2 2022.