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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
CTB
101
Country Trust Bank
Illinois
$37.8M -$497K -3,963 -1%
ORIO
102
Old Republic International (ORI)
Illinois
$36.1M
JMPWA
103
JP Morgan Private Wealth Advisors
California
$35.3M +$5.58M +44,478 +19%
Mitsubishi UFJ Asset Management
104
Mitsubishi UFJ Asset Management
Japan
$34.8M +$3.12M +24,876 +9%
Susquehanna International Group
105
Susquehanna International Group
Pennsylvania
$34.6M +$11M +87,731 +47%
Ninety One (UK)
106
Ninety One (UK)
United Kingdom
$34.3M +$15.5M +123,231 +84%
Aviva
107
Aviva
United Kingdom
$34.1M +$4.97M +39,558 +17%
BGIM
108
Brandywine Global Investment Management
Pennsylvania
$33.5M -$2.23M -17,783 -6%
Jennison Associates
109
Jennison Associates
New York
$33.2M -$8.01M -63,793 -20%
Adage Capital Partners
110
Adage Capital Partners
Massachusetts
$32.6M +$1.97M +15,700 +7%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$32.5M +$4.61M +36,690 +17%
Mitsubishi UFJ Trust & Banking
112
Mitsubishi UFJ Trust & Banking
Japan
$32.4M +$2.15M +17,166 +7%
Los Angeles Capital Management
113
Los Angeles Capital Management
California
$32.1M -$15.5M -123,395 -33%
WT
114
Whittier Trust
California
$31M +$208K +1,654 +0.7%
Envestnet Asset Management
115
Envestnet Asset Management
Illinois
$30.9M +$785K +6,251 +3%
Canada Life
116
Canada Life
Manitoba, Canada
$30.4M +$310K +2,469 +1%
Ohio Public Employees Retirement System (OPERS)
117
Ohio Public Employees Retirement System (OPERS)
Ohio
$29.9M -$519K -4,138 -2%
State of New Jersey Common Pension Fund D
118
State of New Jersey Common Pension Fund D
New Jersey
$29.6M -$1.08M -8,600 -4%
A
119
AustralianSuper
Australia
$29.4M +$30.8M +245,004 New
WAM
120
Wilsey Asset Management
California
$28.9M -$152K -1,212 -0.5%
DZ Bank
121
DZ Bank
Germany
$28.5M -$8.46M -67,416 -23%
Chevy Chase Trust
122
Chevy Chase Trust
Maryland
$28.4M -$2.06M -16,427 -7%
Teacher Retirement System of Texas
123
Teacher Retirement System of Texas
Texas
$27.9M -$10.3M -82,114 -27%
PFPT
124
Pinnacle Financial Partners (Tennessee)
Tennessee
$27.8M +$1.44M +11,474 +6%
Schroder Investment Management Group
125
Schroder Investment Management Group
United Kingdom
$27.1M +$7.48M +59,564 +39%

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.