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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
CFN
1151
Cordasco Financial Network
Florida
$12K
VCM
1152
Vigilant Capital Management
Maine
$12K
WAM
1153
Worth Asset Management
Texas
$12K
NSIM
1154
North Star Investment Management
Illinois
$11K -$7.1K -60 -38%
TFA
1155
Toth Financial Advisory
Virginia
$11K -$2.72K -23 -18%
MCM
1156
MV Capital Management
Maryland
$11K -$237 -2 -2%
BWM
1157
BerganKDV Wealth Management
Minnesota
$11K -$118 -1 -0.9%
AA
1158
Addison Advisors
Vermont
$11K
AWM
1159
AllSquare Wealth Management
New York
$11K
IBOK
1160
Independence Bank of Kentucky
Kentucky
$11K
PB
1161
Pinnacle Bancorp
Nebraska
$11K
SC
1162
Siena Capital
Ohio
$11K
YAL
1163
Your Advocates Ltd
Texas
$11K
RCM
1164
Raleigh Capital Management
North Carolina
$11K +$118 +1 +1%
CHA
1165
Carmichael Hill & Associates
Maryland
$11K +$1.3K +11 +12%
CAC
1166
Core Alternative Capital
Georgia
$11K +$2.96K +25 +30%
BI
1167
Bramshill Investments
Florida
$11K +$15K +127 New
PO
1168
Private Ocean
California
$10K
AIC
1169
Archer Investment Corporation
Indiana
$9.03K
EI
1170
Ellevest Inc
New York
$9K
FCG
1171
Financial Connections Group
California
$8K
MWM
1172
Mascoma Wealth Management
New Hampshire
$8K
GKIM
1173
GW&K Investment Management
Massachusetts
$8K +$4.38K +37 +103%
CC
1174
Centiva Capital
New York
$7K -$1.09M -9,227 -99%
LF
1175
Lee Financial
Texas
$7K

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.