We are live on ! Find out more
VLO icon

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
TCOV
1126
Trust Company of Vermont
Vermont
$138K
C
1127
Covestor
United Kingdom
$133K -$23.5K -187 -15%
MWA
1128
Miller Wealth Advisors
Colorado
$131K +$67.8K +540 +93%
MFT
1129
Moisand Fitzgerald Tamayo
Florida
$127K -$4.39K -35 -3%
TLA
1130
Tanglewood Legacy Advisors
Texas
$127K +$126K +1,000 New
ZB
1131
Zions Bancorporation
Utah
$125K +$1.13K +9 +0.9%
CMF
1132
Counterpoint Mutual Funds
California
$123K +$122K +969 New
SG Americas Securities
1133
SG Americas Securities
New York
$122K -$1.09M -8,660 -90%
GC
1134
Globeflex Capital
California
$122K
GWS
1135
Glassman Wealth Services
Virginia
$117K +$502 +4 +0.4%
AS
1136
Altshuler Shaham
Israel
$116K +$114K +911 New
BWL
1137
Bogart Wealth LLC
Virginia
$115K +$126 +1 +0.1%
GJIA
1138
Glass Jacobson Investment Advisors
Maryland
$114K +$113K +899 New
HIA
1139
Harbor Investment Advisory
Maryland
$112K -$101K -804 -48%
PA
1140
Parallel Advisors
California
$111K +$1.25K +10 +1%
ST
1141
Smithfield Trust
Pennsylvania
$105K
TC
1142
Truvestments Capital
Florida
$105K +$3.14K +25 +3%
SCA
1143
Stonebridge Capital Advisors
Minnesota
$103K
MA
1144
Montag & Associates
Georgia
$102K
SC
1145
Schubert & Co
Texas
$100K
CFGS
1146
Concourse Financial Group Securities
Alabama
$99.7K +$36.5K +291 +59%
LF
1147
Lee Financial
Texas
$97.9K
PPC
1148
Park Place Capital
Alabama
$96K +$95.3K +759 New
HWA
1149
HHM Wealth Advisors
Tennessee
$93.2K
GIA
1150
GHP Investment Advisors
Colorado
$92K

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.