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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
RTL
1301
Red Tortoise LLC
Georgia
$2.16K +$2.13K +17 New
MYAM
1302
Meiji Yasuda Asset Management
Japan
$2.06K +$874K +6,960 +75%
NECFA
1303
New England Capital Financial Advisors
Connecticut
$2.05K +$1.76K +14 New
MPCL
1304
My Personal CFO LLC
Washington
$2.03K +$2.01K +16 New
HFS
1305
Hantz Financial Services
Michigan
$2K
KFP
1306
KB Financial Partners
New Jersey
$2K
PCM
1307
Penserra Capital Management
California
$2K +$2.51K +20 New
QL
1308
Quarry LP
New York
$1.65K +$1.63K +13 New
CCM
1309
Cribstone Capital Management
Maine
$1.52K -$1.76K -14 -54%
NMG
1310
New Millennium Group
Utah
$1.52K +$1.51K +12 New
GFPC
1311
Global Financial Private Client
Florida
$1.4K
TAM
1312
Tucker Asset Management
Colorado
$1.39K
IAA
1313
Independent Advisor Alliance
North Carolina
$1.34K +$65K +518 +5%
WWM
1314
Wolff Wiese Magana
California
$1.27K +$628 +5 +100%
FSWA
1315
Financial Synergies Wealth Advisors
Texas
$1.14K
TCWA
1316
Ten Capital Wealth Advisors
Washington
$1.01K +$1K +8 New
AW
1317
Avion Wealth
Texas
$1K
CAM
1318
ClariVest Asset Management
California
$1K
MUMSS
1319
Mitsubishi UFJ Morgan Stanley Securities
Japan
$1K +$1.25K +10 New
DAM
1320
Delta Asset Management
Tennessee
$888 +$879 +7 New
MSCM
1321
McElhenny Sheffield Capital Management
Texas
$888 +$879 +7 New
LFG
1322
Larson Financial Group
Missouri
$254
TWP
1323
TFO Wealth Partners
Ohio
$119 +$628 +5 New
WIM
1324
Westside Investment Management
California
$53 +$502 +4 +1%
Renaissance Technologies
1325
Renaissance Technologies
New York
-$125M -1,166,388 Closed

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.