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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
ME
1176
McIlrath & Eck
Washington
$7K +$1.06K +9 +15%
AAP
1177
Arax Advisory Partners
Colorado
$7K +$3.55K +30 +79%
TFP
1178
Tilia Fiduciary Partners
North Carolina
$7K +$3.55K +30 +91%
GWSG
1179
GPS Wealth Strategies Group
Colorado
$7K +$7.58K +64 New
HNWAG
1180
High Net Worth Advisory Group
Florida
$7K +$7.69K +65 New
MS
1181
Mizuho Securities
Japan
$7K +$10.7K +90 New
HWMA
1182
Heritage Wealth Management (Arizona)
Arizona
$6.8K +$4.62K +39 +156%
NL
1183
NVWM LLC
Pennsylvania
$6K -$6.27K -53 -48%
AP
1184
Arlington Partners
Alabama
$6K
S
1185
Surevest
California
$5K
DI
1186
Disciplined Investments
Oklahoma
$5K +$1.42K +12 +39%
FGAM
1187
Financial Gravity Asset Management
Texas
$4.1K +$23.9K +202 +8%
TWP
1188
TFO Wealth Partners
Ohio
$4K -$94.8K -801 -96%
CAM
1189
ClariVest Asset Management
California
$4K +$237 +2 +6%
AS
1190
Altshuler Shaham
Israel
$4K +$4.26K +36 New
PCA
1191
Providence Capital Advisors
North Carolina
$3K -$4.53M -38,281 -100%
CWM
1192
Cedar Wealth Management
California
$3K
LWA
1193
Lowe Wealth Advisors
Maryland
$3K
TFM
1194
TFC Financial Management
Massachusetts
$3K
TFGT
1195
TS Financial Group (TSFG)
Illinois
$3K +$2.84K +24 +400%
HFS
1196
Hantz Financial Services
Michigan
$2K -$829 -7 -30%
TF
1197
Tompkins Financial
New York
$2K
PPWM
1198
PFG Private Wealth Management
Florida
$2K +$2.13K +18 New
GFPC
1199
Global Financial Private Client
Florida
$1.19K
TAM
1200
Tucker Asset Management
Colorado
$1.17K

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.