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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
Wolverine Trading
1376
Wolverine Trading
Illinois
-$290K -2,310 Closed
ER
1377
Enlightenment Research
Florida
-$246K -2,300 Closed
RWM
1378
Ritholtz Wealth Management
New York
-$245K -2,295 Closed
MC
1379
Machina Capital
France
-$235K -2,200 Closed
GCP
1380
GSA Capital Partners
United Kingdom
-$232K -2,175 Closed
ALAM
1381
Asahi Life Asset Management
Japan
-$219K -2,050 Closed
GC
1382
Gilbert & Cook
Iowa
-$248K -1,973 Closed
KA
1383
Kercheville Advisors
Texas
-$204K -1,911 Closed
WA
1384
Wealth Alliance
New York
-$202K -1,889 Closed
RA
1385
RiverTree Advisors
Florida
-$201K -1,878 Closed
SOS
1386
Silver Oak Securities
Tennessee
-$218K -1,535 Closed
HI
1387
Hudock Inc
Pennsylvania
-$114K -1,072 Closed
NICM
1388
Neo Ivy Capital Management
New York
-$111K -1,040 Closed
DA
1389
Denali Advisors
California
-$107K -1,000 Closed
FA
1390
Financial Advantage
Maryland
-$106K -1,000 Closed
PP
1391
Paloma Partners
Connecticut
-$113K -902 Closed
EIP
1392
Ellis Investment Partners
Pennsylvania
-$75K -710 Closed
HR
1393
Howe & Rusling
New York
-$46K -429 Closed
AWM
1394
Ameliora Wealth Management
Switzerland
-$46K -400 Closed
PHK
1395
Point72 Hong Kong
Hong Kong
-$41K -388 Closed
KC
1396
Kenfarb & Co
Kentucky
-$11K -100 Closed
EI
1397
Ellevest Inc
New York
-$9K -82 Closed
EC
1398
EdgeRock Capital
Colorado
-$7K -70 Closed
GWSG
1399
GPS Wealth Strategies Group
Colorado
-$7K -65 Closed
MA
1400
MUFG Americas
New York
-$3K -30 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.