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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
SFFS
1101
Stonehage Fleming Financial Services
Jersey
$71K
CWA
1102
Clearview Wealth Advisors
Oregon
$69K +$660 +6 +0.9%
QC
1103
Quent Capital
New York
$64K +$16.5K +150 +33%
MWA
1104
Miller Wealth Advisors
Colorado
$62K
CA
1105
Clearstead Advisors
Ohio
$62K +$12.8K +116 +25%
MA
1106
MCF Advisors
Kentucky
$61K
UCB
1107
United Community Bank
South Carolina
$59.5K +$10.5K +95 +21%
PWMG
1108
Prestige Wealth Management Group
New Jersey
$59K
FCB
1109
First Command Bank
Texas
$55K
FCFS
1110
First Command Financial Services
Texas
$55K
ADL
1111
Asset Dedication LLC
California
$54K
CFGS
1112
Concourse Financial Group Securities
Alabama
$53K +$17.5K +159 +47%
ZIG
1113
Zullo Investment Group
Pennsylvania
$52K -$10.3K -94 -16%
HFM
1114
Harvest Fund Management
China
$52K
HGERS
1115
Householder Group Estate & Retirement Specialist
Arizona
$51K +$53.3K +484 New
GEA
1116
Glen Eagle Advisors
New Jersey
$50.3K -$3.08K -28 -6%
EWM
1117
Endurance Wealth Management
Rhode Island
$48K
JFA
1118
JNBA Financial Advisors
Minnesota
$48K
SN
1119
Sittner & Nelson
Oregon
$48K
First Manhattan
1120
First Manhattan
New York
$47K
HR
1121
Howe & Rusling
New York
$46K +$16.9K +154 +56%
AWM
1122
Ameliora Wealth Management
Switzerland
$46K +$44K +400 New
SWM
1123
Sugarloaf Wealth Management
Georgia
$45K +$45.7K +415 New
GCM
1124
Gladius Capital Management
Illinois
$45K +$46.2K +420 New
CFD
1125
Creative Financial Designs
Indiana
$43K -$22K -200 -33%

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.