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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
AAP
1201
Arax Advisory Partners
Colorado
$7K
AP
1202
Arlington Partners
Alabama
$7K
HWMA
1203
Heritage Wealth Management (Arizona)
Arizona
$7K
HNWAG
1204
High Net Worth Advisory Group
Florida
$7K
ME
1205
McIlrath & Eck
Washington
$7K
TFP
1206
Tilia Fiduciary Partners
North Carolina
$7K
GWSG
1207
GPS Wealth Strategies Group
Colorado
$7K +$110 +1 +2%
EC
1208
EdgeRock Capital
Colorado
$7K +$7.7K +70 New
AWM
1209
Abound Wealth Management
Tennessee
$6.54K +$6.71K +61 New
NL
1210
NVWM LLC
Pennsylvania
$6K
S
1211
Surevest
California
$5K
HWP
1212
Highline Wealth Partners
California
$4.7K +$4.84K +44 New
DI
1213
Disciplined Investments
Oklahoma
$4K -$220 -2 -5%
FGAM
1214
Financial Gravity Asset Management
Texas
$3.86K -$20.8K -189 -7%
TFM
1215
TFC Financial Management
Massachusetts
$3K
PCA
1216
Providence Capital Advisors
North Carolina
$3K +$770 +7 +29%
CCM
1217
Cribstone Capital Management
Maine
$3K +$1.54K +14 +117%
HS
1218
Horan Securities
United States
$3K +$3.3K +30 New
MA
1219
MUFG Americas
New York
$3K +$3.3K +30 New
VWM
1220
Valley Wealth Managers
New Jersey
$2K -$17.8K -162 -89%
CWM
1221
Cedar Wealth Management
California
$2K -$770 -7 -25%
HFS
1222
Hantz Financial Services
Michigan
$2K
TF
1223
Tompkins Financial
New York
$2K
RG
1224
Retirement Group
California
$2K +$1.1K +10 +83%
KFP
1225
KB Financial Partners
New Jersey
$2K +$1.65K +15 New

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.