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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
VA
1101
Valmark Advisers
Ohio
$200K +$198K +1,579 New
TWP
1102
Tempus Wealth Planning
California
$200K +$198K +1,578 New
KA
1103
Kozak & Associates
Colorado
$198K
MMG
1104
Monetary Management Group
Missouri
$190K
VC
1105
Vestor Capital
Illinois
$184K
CWC
1106
Carolinas Wealth Consulting
North Carolina
$179K +$9.16K +73 +5%
WAS
1107
Winch Advisory Services
Wisconsin
$175K +$32.5K +259 +23%
CAL
1108
Capital Analysts LLC
Pennsylvania
$172K +$24.7K +197 +17%
DAC
1109
Dividend Assets Capital
South Carolina
$169K +$64.6K +515 +63%
CAC
1110
Core Alternative Capital
Georgia
$166K +$151K +1,201 +1,122%
CAL
1111
Capital Advisors Ltd
Ohio
$162K -$126 -1 -0.1%
TFA
1112
Transamerica Financial Advisors
Florida
$161K -$480K -3,824 -75%
VCM
1113
Versant Capital Management
Arizona
$161K -$5.27K -42 -3%
SBL
1114
Sargent Bickham Lagudis
Colorado
$159K
ETC
1115
Exchange Traded Concepts
Oklahoma
$158K -$56.9K -453 -27%
AIM
1116
Anchor Investment Management
South Carolina
$156K
AA
1117
Alta Advisers
United Kingdom
$152K
FCT
1118
First Community Trust
Iowa
$152K
IGWM
1119
ICA Group Wealth Management
Colorado
$145K -$188K -1,499 -57%
IUHSA
1120
Itau Unibanco Holding S.A.
Brazil
$144K -$39.7K -316 -22%
WB
1121
Webster Bank
Connecticut
$144K
EWM
1122
Evermay Wealth Management
Virginia
$143K -$11.3K -90 -7%
CF
1123
Centaurus Financial
California
$143K -$18.8K -150 -12%
HCP
1124
Hexagon Capital Partners
Arkansas
$139K -$30.5K -243 -18%
AWM
1125
Activest Wealth Management
Florida
$138K

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.