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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
FFA
1176
Farther Finance Advisors
California
$51.8K +$51.2K +408 New
CFD
1177
Creative Financial Designs
Indiana
$50.7K
PAI
1178
Pittenger & Anderson Inc
Nebraska
$50.7K
WT
1179
Washington Trust
Rhode Island
$50.2K
BAAM
1180
Baker Avenue Asset Management
California
$50.1K -$476K -3,789 -91%
FMII
1181
Farmers & Merchants Investments Inc
Nebraska
$48.7K +$2.13K +17 +5%
BWAM
1182
Boyd Watterson Asset Management
Ohio
$48.5K +$48K +382 New
KFS
1183
Kelly Financial Services
Massachusetts
$44.9K +$126 +1 +0.3%
LWCFA
1184
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$44.4K
GGI
1185
Godsey & Gibb Inc
Virginia
$43.5K +$43.1K +343 New
WOSD
1186
WFA of San Diego
California
$43.5K +$43.1K +343 New
RFA
1187
Register Financial Advisors
Georgia
$41.3K +$40.9K +326 New
HWM
1188
HighMark Wealth Management
Minnesota
$41.1K +$7.41K +59 +22%
HBW
1189
Hazlett, Burt & Watson
West Virginia
$41K +$40.8K +325 New
CSPIA
1190
Cary Street Partners Investment Advisory
Virginia
$39.5K +$39K +311 New
KI
1191
Kapitalo Investimentos
Brazil
$36.3K +$35.9K +286 New
RTC
1192
Riverview Trust Company
Washington
$36K
PMFA
1193
Plante Moran Financial Advisors
Michigan
$35.8K -$5.4K -43 -13%
BWM
1194
Baystate Wealth Management
Massachusetts
$34K +$251 +2 +0.8%
DWMG
1195
DB Wealth Management Group
California
$34K
GEA
1196
Glen Eagle Advisors
New Jersey
$33.5K -$26K -207 -44%
Bank Julius Baer & Co
1197
Bank Julius Baer & Co
Switzerland
$33K +$502 +4 +2%
Credit Agricole
1198
Credit Agricole
France
$32.3K -$107K -849 -77%
TAIM
1199
TD Ameritrade Investment Management
Nebraska
$32K -$2.38K -19 -7%
IBOK
1200
Independence Bank of Kentucky
Kentucky
$32K +$18.8K +150 +150%

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.