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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
CM
1276
CastleKnight Management
New York
-$237K -2,000 Closed
DGI
1277
Disciplined Growth Investors
Minnesota
-$203K -2,000 Closed
LCS
1278
Levin Capital Strategies
New York
-$203K -2,000 Closed
TCM
1279
Traynor Capital Management
Pennsylvania
-$200K -1,977 Closed
BCM
1280
Bourgeon Capital Management
Connecticut
-$185K -1,825 Closed
BFC
1281
Bedel Financial Consulting
Indiana
-$164K -1,612 Closed
Capstone Investment Advisors
1282
Capstone Investment Advisors
New York
-$175K -1,476 Closed
CLOS
1283
Compagnie Lombard Odier SCmA
Switzerland
-$142K -1,200 Closed
SWM
1284
Sugarloaf Wealth Management
Georgia
-$100K -847 Closed
PAG
1285
Paladin Advisory Group
Iowa
-$94.7K -800 Closed
EDRH
1286
Edmond de Rothschild Holding
Switzerland
-$73K -719 Closed
DFCM
1287
Dark Forest Capital Management
Puerto Rico
-$57K -569 Closed
GAM
1288
Gemmer Asset Management
California
-$55K -549 Closed
AIL
1289
AGF Investments LLC
Ontario, Canada
-$49K -480 Closed
LAS
1290
Lloyd Advisory Services
Georgia
-$44K -435 Closed
BSWA
1291
Bromfield Sneider Wealth Advisors
Massachusetts
-$28K -280 Closed
ED
1292
Exane Derivatives
France
-$24.9K -245 Closed
ACM
1293
Antonetti Capital Management
Florida
-$20K -200 Closed
GLLW
1294
Graves Light Lenhart Wealth
Virginia
-$17K -168 Closed
DC
1295
DeDora Capital
California
-$14K -133 Closed
AW
1296
Alaethes Wealth
Nevada
-$12K -114 Closed
RAM
1297
Riggs Asset Management
Pennsylvania
-$11K -113 Closed
DWP
1298
Destiny Wealth Partners
Florida
-$10K -100 Closed
FFWM
1299
Future Financial Wealth Management
Ohio
-$10K -100 Closed
T
1300
TCWP
Ohio
-$7K -75 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.