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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
BCMLT
1151
Beacon Capital Management LLC (Tennessee)
Tennessee
$25K
TCM
1152
Tradewinds Capital Management
Washington
$25K
BONH
1153
Bank of New Hampshire
New Hampshire
$24K
EL
1154
EMFO LLC
Florida
$24K
VNA
1155
Valley National Advisers
Pennsylvania
$24K +$220 +2 +1%
VCM
1156
Vigilant Capital Management
Maine
$23K +$11K +100 +88%
SWA
1157
SOA Wealth Advisors
New York
$22K -$61.1K -555 -72%
JWA
1158
JFS Wealth Advisors
Pennsylvania
$22K -$6.05K -55 -21%
LFA
1159
Legend Financial Advisors
Pennsylvania
$21.4K +$22K +200 New
AP
1160
Atwood & Palmer
Missouri
$21K
CH
1161
Canton Hathaway
Rhode Island
$21K
CB
1162
CNB Bank
Pennsylvania
$21K
FFC
1163
First Financial Corp
Indiana
$21K
FWM
1164
Focused Wealth Management
New York
$21K
PK
1165
Pflug Koory
Nebraska
$19K
BEI
1166
Benjamin Edwards Inc
Missouri
$19K +$110 +1 +0.6%
TWM
1167
Tradition Wealth Management
Minnesota
$19K +$440 +4 +2%
AA
1168
AlphaMark Advisors
Kentucky
$19K +$19.4K +176 New
KTC
1169
Kistler-Tiffany Companies
Pennsylvania
$17K +$220 +2 +1%
LWA
1170
Lowe Wealth Advisors
Maryland
$17K +$14.3K +130 +520%
EARNEST Partners
1171
EARNEST Partners
Georgia
$16K
Kayne Anderson Rudnick Investment Management
1172
Kayne Anderson Rudnick Investment Management
California
$16K +$16.5K +150 New
NF
1173
Norwood Financial
Pennsylvania
$15K
PA
1174
PSI Advisors
Florida
$15K
BIA
1175
Bell Investment Advisors
California
$15K +$440 +4 +3%

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.