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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
CH
1126
Canton Hathaway
Rhode Island
$21K +$23.7K +200 New
FBC
1127
Fairfield, Bush & Co
Connecticut
$21K +$23.7K +200 New
BTI
1128
Blue Trust Inc
Georgia
$21K +$24.4K +206 New
PK
1129
Pflug Koory
Nebraska
$19K
RBC
1130
Roble Belko & Company
Pennsylvania
$19K
BEI
1131
Benjamin Edwards Inc
Missouri
$19K +$118 +1 +0.6%
SFG
1132
Steward Financial Group
Texas
$19K +$3.79K +32 +21%
VWM
1133
Valley Wealth Managers
New Jersey
$19K +$21.5K +182 New
ECM
1134
Estabrook Capital Management
New York
$18.6K
TWM
1135
Tradition Wealth Management
Minnesota
$18K -$11K -93 -35%
HWM
1136
HighMark Wealth Management
Minnesota
$18K
SC
1137
Solstein Capital
California
$18K
KTC
1138
Kistler-Tiffany Companies
Pennsylvania
$17K +$118 +1 +0.6%
SSC
1139
Syverson Strege & Co
Iowa
$17K +$5.45K +46 +41%
EARNEST Partners
1140
EARNEST Partners
Georgia
$16K -$23.7K -200 -57%
CT
1141
Cambridge Trust
Massachusetts
$16K
CIA
1142
Cascade Investment Advisors
Oregon
$15.9K
BAM
1143
Byrne Asset Management
New Jersey
$15K -$1.18K -10 -7%
NF
1144
Norwood Financial
Pennsylvania
$15K
PA
1145
PSI Advisors
Florida
$15K
BIA
1146
Bell Investment Advisors
California
$15K +$16.7K +141 New
WOSD
1147
WFA of San Diego
California
$15K +$16.9K +143 New
PCTC
1148
Perkins Coie Trust Company
Washington
$14K -$18.9K -160 -54%
JWM
1149
Janiczek Wealth Management
Colorado
$13K
OC
1150
Oakworth Capital
Alabama
$13K

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.