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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
JWM
1251
Janiczek Wealth Management
Colorado
$15K -$879 -7 -6%
FPB
1252
First PREMIER Bank
South Dakota
$15K +$15.2K +121 New
MCM
1253
MV Capital Management
Maryland
$14.7K -$1.13K -9 -7%
NSIM
1254
North Star Investment Management
Illinois
$14.7K +$2.01K +16 +16%
EE
1255
EWG Elevate
California
$14K +$13.8K +110 New
WAM
1256
Worth Asset Management
Texas
$13.8K
AA
1257
Addison Advisors
Vermont
$13.6K
FGAM
1258
Financial Gravity Asset Management
Texas
$13.4K -$293K -2,334 -95%
RBC
1259
Roble Belko & Company
Pennsylvania
$13K -$3.14K -25 -20%
PB
1260
Pinnacle Bancorp
Nebraska
$13K
EBA
1261
Eagle Bay Advisors
New York
$12.7K -$244K -1,945 -95%
AWM
1262
AllSquare Wealth Management
New York
$12.7K
PO
1263
Private Ocean
California
$12.7K
YAL
1264
Your Advocates Ltd
Texas
$12.7K
MS
1265
Marshall & Sullivan
Washington
$12.7K +$12.6K +100 New
First Manhattan
1266
First Manhattan
New York
$12.3K -$43.3K -345 -78%
TFGT
1267
TS Financial Group (TSFG)
Illinois
$12K +$10.7K +85 +1,417%
BAM
1268
Byrne Asset Management
New Jersey
$11.4K
DCP
1269
Distillate Capital Partners
Illinois
$11.2K +$11K +88 New
AIC
1270
Archer Investment Corporation
Indiana
$10.8K
FCG
1271
Financial Connections Group
California
$10K
AAP
1272
Arax Advisory Partners
Colorado
$9.64K +$1K +8 +12%
MWM
1273
Mascoma Wealth Management
New Hampshire
$9.52K
AWM
1274
Avior Wealth Management
Nebraska
$9.39K
CHA
1275
Carmichael Hill & Associates
Maryland
$9.26K

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.