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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
RCM
1176
Raleigh Capital Management
North Carolina
$15K +$4.62K +42 +41%
PCTC
1177
Perkins Coie Trust Company
Washington
$14K
RBC
1178
Roble Belko & Company
Pennsylvania
$13K -$6.05K -55 -31%
JWM
1179
Janiczek Wealth Management
Colorado
$13K
OC
1180
Oakworth Capital
Alabama
$13K
MCM
1181
MV Capital Management
Maryland
$13K +$2.86K +26 +26%
WAM
1182
Worth Asset Management
Texas
$12K
AA
1183
Addison Advisors
Vermont
$11K
AWM
1184
AllSquare Wealth Management
New York
$11K
CAC
1185
Core Alternative Capital
Georgia
$11K
IBOK
1186
Independence Bank of Kentucky
Kentucky
$11K
NSIM
1187
North Star Investment Management
Illinois
$11K
PB
1188
Pinnacle Bancorp
Nebraska
$11K
YAL
1189
Your Advocates Ltd
Texas
$11K
KC
1190
Kenfarb & Co
Kentucky
$11K +$11K +100 New
LCM
1191
Logan Capital Management
Pennsylvania
$11K +$11.2K +102 New
BAM
1192
Byrne Asset Management
New Jersey
$10K -$5.5K -50 -36%
PO
1193
Private Ocean
California
$10K
AIC
1194
Archer Investment Corporation
Indiana
$9.08K
EI
1195
Ellevest Inc
New York
$9K
CHA
1196
Carmichael Hill & Associates
Maryland
$8K -$3.41K -31 -30%
FCG
1197
Financial Connections Group
California
$8K
MWM
1198
Mascoma Wealth Management
New Hampshire
$8K
AWM
1199
Avior Wealth Management
Nebraska
$7K -$48.4K -440 -86%
BWM
1200
BerganKDV Wealth Management
Minnesota
$7K -$4.07K -37 -35%

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.