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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
Commonwealth Equity Services
126
Commonwealth Equity Services
Massachusetts
$27.1M +$1.38M +10,964 +5%
US Bancorp
127
US Bancorp
Minnesota
$26.9M +$22.2K +177 +0.1%
GAM
128
Guinness Asset Management
United Kingdom
$26.8M +$1.06M +8,447 +4%
State of Wisconsin Investment Board
129
State of Wisconsin Investment Board
Wisconsin
$26.8M -$4.06M -32,309 -13%
PAMS
130
Pictet Asset Management (Switzerland)
Switzerland
$26.8M +$2.63M +20,934 +11%
Toronto Dominion Bank
131
Toronto Dominion Bank
Ontario, Canada
$26.5M -$3M -23,901 -10%
Korea Investment Corp
132
Korea Investment Corp
South Korea
$26.5M +$1.29M +10,246 +5%
CFB
133
Cullen/Frost Bankers
Texas
$26.3M +$2.47M +19,716 +11%
Rafferty Asset Management
134
Rafferty Asset Management
New York
$26.2M +$1.91M +15,211 +8%
AWM
135
AE Wealth Management
Kansas
$25.5M +$1.53M +12,178 +6%
SO
136
STRS Ohio
Ohio
$25.4M -$696K -5,546 -3%
Osaic Holdings
137
Osaic Holdings
Arizona
$24.7M +$753K +6,001 +3%
Neuberger Berman Group
138
Neuberger Berman Group
New York
$24.5M -$1.4M -11,136 -5%
AM
139
AGF Management
Ontario, Canada
$24.2M +$24M +190,961 New
RIA
140
Recurrent Investment Advisors
Texas
$23.8M +$1.13M +9,000 +5%
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$23.7M +$975K +7,768 +4%
State of Tennessee, Department of Treasury
142
State of Tennessee, Department of Treasury
Tennessee
$23.5M +$3.05M +24,319 +15%
PAM
143
Panagora Asset Management
Massachusetts
$23.4M +$17.8M +141,424 +331%
SAAM
144
Solus Alternative Asset Management
New Jersey
$23M -$1.27M -10,157 -5%
Treasurer of the State of North Carolina
145
Treasurer of the State of North Carolina
North Carolina
$22.9M +$503K +4,009 +2%
Citadel Advisors
146
Citadel Advisors
Florida
$21.9M -$40.8M -325,133 -65%
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$21.3M +$189K +1,507 +0.9%
Mackenzie Financial
148
Mackenzie Financial
Ontario, Canada
$21.3M -$2.21M -17,645 -9%
Truist Financial
149
Truist Financial
North Carolina
$21.2M +$5.37M +42,750 +34%
BPWM
150
Badgley Phelps Wealth Managers
Washington
$21.2M +$256K +2,040 +1%

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.