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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
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$18.1M -$265K -2,238 -1%
BG
152
Bahl & Gaynor
Ohio
$17.9M -$7.77M -65,666 -28%
Osaic Holdings
153
Osaic Holdings
Arizona
$17.8M -$1.44M -12,188 -7%
N
154
Natixis
France
$17.7M +$1.68M +14,189 +9%
AIA
155
Avalon Investment & Advisory
Texas
$17.6M -$1.95M -16,451 -9%
SEI Investments
156
SEI Investments
Pennsylvania
$17.5M +$7.66M +64,709 +65%
Aberdeen Group
157
Aberdeen Group
United Kingdom
$17.4M +$3.45M +29,142 +22%
BPWM
158
Badgley Phelps Wealth Managers
Washington
$17.3M +$542K +4,575 +3%
SBCM
159
Schwerin Boyle Capital Management
Massachusetts
$17.2M
GQG Partners
160
GQG Partners
Florida
$17M +$18.9M +159,397 New
Royal London Asset Management
161
Royal London Asset Management
United Kingdom
$16.6M +$1.18M +9,978 +7%
DPIM
162
Duff & Phelps Investment Management
Illinois
$16.5M +$104K +876 +0.6%
AII
163
AGF Investments Inc
Ontario, Canada
$16.2M +$6.14M +51,843 +51%
SIMG
164
Sonora Investment Management Group
Arizona
$16M +$346K +2,919 +2%
RIA
165
Recurrent Investment Advisors
Texas
$15.9M -$1.66M -14,000 -9%
ANRF
166
Adams Natural Resources Fund
Maryland
$15.8M +$2.04M +17,200 +13%
SC
167
Sagefield Capital
Texas
$15.6M +$8.47M +71,524 +95%
Wellington Management Group
168
Wellington Management Group
Massachusetts
$15.4M +$1.04M +8,774 +6%
Nisa Investment Advisors
169
Nisa Investment Advisors
Missouri
$15.3M +$179K +1,510 +1%
Truist Financial
170
Truist Financial
North Carolina
$15.3M -$777K -6,567 -4%
AWM
171
AE Wealth Management
Kansas
$15.1M +$1.88M +15,924 +13%
WorldQuant Millennium Advisors
172
WorldQuant Millennium Advisors
New York
$15.1M +$16.1M +136,352 +2,442%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$15.1M +$363K +3,064 +2%
E
174
Ergoteles
New York
$14.6M +$16.2M +136,999 New
Retirement Systems of Alabama
175
Retirement Systems of Alabama
Alabama
$14.4M -$20.2K -171 -0.1%

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.