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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
BC
1151
Bartlett & Co
Ohio
$92K
BCWM
1152
Bartlett & Co Wealth Management
Ohio
$92K
WOC
1153
West Oak Capital
California
$89K -$25.1K -200 -22%
HFM
1154
Harvest Fund Management
China
$86K +$24.1K +192 +39%
SFFS
1155
Stonehage Fleming Financial Services
Jersey
$85.4K
CWA
1156
Clearview Wealth Advisors
Oregon
$82.9K +$628 +5 +0.8%
CFO
1157
CVA Family Office
Colorado
$81.8K -$3.77K -30 -4%
QC
1158
Quent Capital
New York
$81.6K +$5.15K +41 +7%
GCM
1159
Gladius Capital Management
Illinois
$79.5K +$26K +207 +49%
CA
1160
Clearstead Advisors
Ohio
$79.3K +$5.77K +46 +8%
PWMG
1161
Prestige Wealth Management Group
New Jersey
$78.8K +$8.16K +65 +12%
CIA
1162
Capital Impact Advisors
Massachusetts
$75K +$42.8K +341 +136%
MA
1163
MCF Advisors
Kentucky
$72.9K
UCB
1164
United Community Bank
South Carolina
$70K -$628 -5 -0.9%
ETH
1165
Exos TFP Holdings
New York
$69.6K +$68.9K +549 New
ADL
1166
Asset Dedication LLC
California
$66K +$1.63K +13 +3%
FCB
1167
First Command Bank
Texas
$65K
FCFS
1168
First Command Financial Services
Texas
$65K
BTI
1169
Blue Trust Inc
Georgia
$65K +$36K +287 +89%
HI
1170
Hoey Investments
Pennsylvania
$63.4K +$12.6K +100 +25%
ZIG
1171
Zullo Investment Group
Pennsylvania
$61.2K +$126 +1 +0.2%
SN
1172
Sittner & Nelson
Oregon
$57.1K
EWM
1173
Endurance Wealth Management
Rhode Island
$57K
HGERS
1174
Householder Group Estate & Retirement Specialist
Arizona
$56K -$5.02K -40 -8%
SWM
1175
Sugarloaf Wealth Management
Georgia
$52.7K +$126 +1 +0.2%

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.