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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
DSC
1201
Duncker Streett & Co
Missouri
$31.6K
WPA
1202
West Paces Advisors
Georgia
$30.7K
JFA
1203
JNBA Financial Advisors
Minnesota
$30.2K -$27K -215 -47%
BCMLT
1204
Beacon Capital Management LLC (Tennessee)
Tennessee
$29.7K
TCM
1205
Tradewinds Capital Management
Washington
$29.7K
AI
1206
AXS Investments
New York
$29.3K -$355K -2,826 -92%
BONH
1207
Bank of New Hampshire
New Hampshire
$29K
EL
1208
EMFO LLC
Florida
$28.9K
JFGIW
1209
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28.8K
KFI
1210
Key Financial Inc
Pennsylvania
$27.6K
SWA
1211
SOA Wealth Advisors
New York
$27.3K
JWA
1212
JFS Wealth Advisors
Pennsylvania
$27.1K +$1.13K +9 +4%
VCM
1213
Vigilant Capital Management
Maine
$27K
RCM
1214
Raleigh Capital Management
North Carolina
$26.8K +$8.29K +66 +46%
WPWM
1215
Western Pacific Wealth Management
Illinois
$26.1K +$25.9K +206 New
VNA
1216
Valley National Advisers
Pennsylvania
$26K
LOIP
1217
Live Oak Investment Partners
Texas
$25.8K
AP
1218
Atwood & Palmer
Missouri
$25.4K
CB
1219
CNB Bank
Pennsylvania
$25.4K
FFC
1220
First Financial Corp
Indiana
$25.4K
FWM
1221
Focused Wealth Management
New York
$25.4K
LFA
1222
Legend Financial Advisors
Pennsylvania
$25.4K
CH
1223
Canton Hathaway
Rhode Island
$25K
TWM
1224
Tradition Wealth Management
Minnesota
$25K +$2.38K +19 +11%
IWP
1225
IAG Wealth Partners
Wisconsin
$23.1K -$13.9K -111 -38%

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.