Valero Energy
1,172 hedge funds and large institutions have $32.5B invested in Valero Energy in 2022 Q1 according to their latest regulatory filings, with 201 funds opening new positions, 434 increasing their positions, 378 reducing their positions, and 80 closing their positions.
151% more first-time investments, than exits
New positions opened: 201 | Existing positions closed: 80
37% more capital invested
Capital invested by funds: $23.7B → $32.5B (+$8.74B)
31% more funds holding in top 10
Funds holding in top 10: 13 → 17 (+4)
15% more repeat investments, than reductions
Existing positions increased: 434 | Existing positions reduced: 378
13% more call options, than puts
Call options by funds: $804M | Put options by funds: $712M
10% more funds holding
Funds holding: 1,063 → 1,172 (+109)
0.72% more ownership
Funds ownership: 77.65% → 78.37% (+0.72%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$379M |
| 2 |
Morgan Stanley
New York
|
+$141M |
| 3 |
BlackRock
New York
|
+$132M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$130M |
| 5 |
Bank of New York Mellon
New York
|
+$112M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
-$449M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$241M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
-$162M |
| 4 |
JP Morgan Chase
New York
|
-$144M |
| 5 |
Two Sigma Investments
New York
|
-$105M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
1251
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
| – | -$1K | -14 | Closed |
|
VLO Hedge Fund Activity: Q1 2022 in Review
1,172 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2022, worth a combined $32.5B — up 37% from $23.7B a quarter earlier.
Buyers outnumbered sellers: 201 funds opened new VLO positions and 80 closed out — a net gain of 121 holders — while 434 added to existing stakes and 378 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $379M. The largest seller was Capital World Investors, cutting an estimated $449M.
- 1,172 institutional investors held Valero Energy (VLO) as of Q1 2022, up from 1,063 in Q4 2021.
- Funds reported $32.5B of Valero Energy stock for Q1 2022, up 37% quarter-over-quarter.
- 201 funds opened new Valero Energy positions in Q1 2022 and 80 closed out, a net change of +121 holders.
- The largest Valero Energy buyer in Q1 2022 was Fidelity Investments, an estimated $379M added.
- The largest Valero Energy seller in Q1 2022 was Capital World Investors, an estimated $449M sold.
Based on aggregated 13F filings for Q1 2022.