We are live on ! Find out more
VLO icon

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
HI
1126
Hoey Investments
Pennsylvania
$43K
PAI
1127
Pittenger & Anderson Inc
Nebraska
$43K
WT
1128
Washington Trust
Rhode Island
$43K
PHK
1129
Point72 Hong Kong
Hong Kong
$41K -$372K -3,385 -90%
CA
1130
Crewe Advisors
Utah
$40K +$12.5K +114 +44%
FMII
1131
Farmers & Merchants Investments Inc
Nebraska
$39K +$5.5K +50 +16%
KFS
1132
Kelly Financial Services
Massachusetts
$37.7K +$220 +2 +0.6%
LWCFA
1133
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$37K -$8.25K -75 -18%
CT
1134
Cambridge Trust
Massachusetts
$36K +$20.4K +185 +123%
PMFA
1135
Plante Moran Financial Advisors
Michigan
$35K -$16.5K -150 -32%
BTI
1136
Blue Trust Inc
Georgia
$34K +$12.8K +116 +56%
IWP
1137
IAG Wealth Partners
Wisconsin
$31K +$32.2K +293 New
RTC
1138
Riverview Trust Company
Washington
$30K
TAIM
1139
TD Ameritrade Investment Management
Nebraska
$29K -$7.7K -70 -21%
DWMG
1140
DB Wealth Management Group
California
$29K
JFGIW
1141
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K -$65.7K -597 -72%
KFI
1142
Key Financial Inc
Pennsylvania
$28K
BWM
1143
Baystate Wealth Management
Massachusetts
$28K +$220 +2 +0.8%
HWM
1144
HighMark Wealth Management
Minnesota
$28K +$11K +100 +61%
CLOS
1145
Compagnie Lombard Odier SCmA
Switzerland
$28K +$29.3K +266 New
CIA
1146
Capital Impact Advisors
Massachusetts
$27K -$9.13K -83 -25%
DSC
1147
Duncker Streett & Co
Missouri
$27K
Bank Julius Baer & Co
1148
Bank Julius Baer & Co
Switzerland
$27K +$27.2K +247 +2,470%
WIM
1149
Wilen Investment Management
Florida
$26K
WPA
1150
West Paces Advisors
Georgia
$25.9K

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.