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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
CTA
1276
Colonial Trust Advisors
South Carolina
$9.13K +$9.04K +72 New
TWD
1277
True Wealth Design
Ohio
$9.07K +$9.04K +72 New
TF
1278
Tompkins Financial
New York
$9K +$6.9K +55 +367%
BWM
1279
BerganKDV Wealth Management
Minnesota
$8.68K
ME
1280
McIlrath & Eck
Washington
$8.63K
HNWAG
1281
High Net Worth Advisory Group
Florida
$8.25K
PFA
1282
Pathway Financial Advisers
Indiana
$7.85K +$7.78K +62 New
AP
1283
Arlington Partners
Alabama
$7.74K
RWPA
1284
Richard W. Paul & Associates
Michigan
$7.23K +$7.16K +57 New
HWP
1285
Highline Wealth Partners
California
$5.58K
LTI
1286
Laffer Tengler Investments
Tennessee
$5.58K +$5.52K +44 New
AWM
1287
Abound Wealth Management
Tennessee
$5.47K -$2.26K -18 -30%
ECM
1288
Everence Capital Management
Indiana
$5.07K +$6.28K +50 +0.1%
DI
1289
Disciplined Investments
Oklahoma
$4.82K -$377 -3 -7%
SIC
1290
SJS Investment Consulting
Ohio
$4.31K +$1K +8 +31%
RFG
1291
RFP Financial Group
Georgia
$4.19K +$4.14K +33 New
PCA
1292
Providence Capital Advisors
North Carolina
$3.93K
HS
1293
Horan Securities
United States
$3.81K
TCA
1294
Trifecta Capital Advisors
Illinois
$3.68K +$3.64K +29 New
HWMA
1295
Heritage Wealth Management (Arizona)
Arizona
$3.55K -$4.52K -36 -56%
TFM
1296
TFC Financial Management
Massachusetts
$3.07K
RG
1297
Retirement Group
California
$3K
ST
1298
Sageworth Trust
Pennsylvania
$3K +$3.01K +24 New
CWM
1299
Cedar Wealth Management
California
$2.66K
MRCM
1300
M&R Capital Management
New Jersey
$2.24K +$2.13K +17 New

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.