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Valero Energy

1,213 hedge funds and large institutions have $33.4B invested in Valero Energy in 2022 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 427 increasing their positions, 468 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

66% more first-time investments, than exits

New positions opened: 153 | Existing positions closed: 92

47% more funds holding in top 10

Funds holding in top 10: 1725 (+8)

3% more funds holding

Funds holding: 1,1721,213 (+41)

3% more capital invested

Capital invested by funds: $32.5B → $33.4B (+$975M)

0.9% less ownership

Funds ownership: 78.37%77.47% (-0.9%)

7% less call options, than puts

Call options by funds: $1.01B | Put options by funds: $1.08B

9% less repeat investments, than reductions

Existing positions increased: 427 | Existing positions reduced: 468

Holders
1,213
Holders Change
+41
Holders Change %
+3.5%
% of All Funds
20.43%
Holding in Top 10
25
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+47.06%
% of All Funds
0.42%
New
153
Increased
427
Reduced
468
Closed
92
Calls
$1.01B
Puts
$1.08B
Net Calls
-$70.8M
Net Calls Change
-$162M
Name Holding Trade Value Shares
Change
Change in
Stake
ALAM
1251
Asahi Life Asset Management
Japan
-$489K -4,820 Closed
ISL
1252
Ingalls & Snyder LLC
New York
-$452K -4,447 Closed
IA
1253
Insight Advisors
Pennsylvania
-$381K -3,749 Closed
SAM
1254
Silverhawk Asset Management
Arizona
-$327K -3,225 Closed
LA
1255
Latitude Advisors
Florida
-$326K -3,214 Closed
BCM
1256
Bluefin Capital Management
New York
-$281K -2,770 Closed
SW
1257
SteelPeak Wealth
California
-$263K -2,589 Closed
XT
1258
XTX Topco
Cayman Islands
-$256K -2,524 Closed
KA
1259
Kovack Advisors
Florida
-$255K -2,518 Closed
ONGA
1260
O'Neil Global Advisors
California
-$255K -2,513 Closed
SFG
1261
StrategIQ Financial Group
Indiana
-$254K -2,501 Closed
ARG
1262
Advisory Resource Group
Oklahoma
-$254K -2,500 Closed
IP
1263
Intellectus Partners
California
-$254K -2,500 Closed
JAG
1264
Journey Advisory Group
Kentucky
-$249K -2,450 Closed
IA
1265
Inspire Advisors
Idaho
-$245K -2,410 Closed
TCA
1266
Transcend Capital Advisors
New Jersey
-$245K -2,408 Closed
TCM
1267
Teza Capital Management
Illinois
-$235K -2,315 Closed
PWS
1268
Precision Wealth Strategies
Missouri
-$235K -2,312 Closed
DFG
1269
Demars Financial Group
Washington
-$225K -2,212 Closed
TFA
1270
Teamwork Financial Advisors
Texas
-$221K -2,172 Closed
SMF
1271
Sterling Manor Financial
New York
-$216K -2,128 Closed
FHB
1272
First Hawaiian Bank
Hawaii
-$216K -2,121 Closed
WIM
1273
Warwick Investment Management
Texas
-$207K -2,042 Closed
MWAM
1274
Manhattan West Asset Management
California
-$206K -2,028 Closed
FA
1275
FDx Advisors
Illinois
-$203K -2,003 Closed

VLO Hedge Fund Activity: Q2 2022 in Review

1,213 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2022, worth a combined $33.4B — up 3% from $32.5B a quarter earlier.

Buyers outnumbered sellers: 153 funds opened new VLO positions and 92 closed out — a net gain of 61 holders — while 427 added to existing stakes and 468 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $637M. The largest seller was Vanguard Group, cutting an estimated $682M.

  • 1,213 institutional investors held Valero Energy (VLO) as of Q2 2022, up from 1,172 in Q1 2022.
  • Funds reported $33.4B of Valero Energy stock for Q2 2022, up 3% quarter-over-quarter.
  • 153 funds opened new Valero Energy positions in Q2 2022 and 92 closed out, a net change of +61 holders.
  • The largest Valero Energy buyer in Q2 2022 was Fidelity Investments, an estimated $637M added.
  • The largest Valero Energy seller in Q2 2022 was Vanguard Group, an estimated $682M sold.

Based on aggregated 13F filings for Q2 2022.