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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
GC
151
Guggenheim Capital
Illinois
$21M -$3.07M -24,427 -13%
AIA
152
Avalon Investment & Advisory
Texas
$21M -$104K -826 -0.5%
CCM
153
Cinctive Capital Management
New York
$20.9M +$1.97M +15,730 +11%
TD Asset Management
154
TD Asset Management
Ontario, Canada
$20.6M +$449K +3,573 +2%
DekaBank Deutsche Girozentrale
155
DekaBank Deutsche Girozentrale
Germany
$20.6M +$4.1M +32,650 +25%
1832 Asset Management
156
1832 Asset Management
Ontario, Canada
$20.5M -$1.3M -10,380 -6%
Asset Management One
157
Asset Management One
Japan
$20.3M -$1.14M -9,102 -5%
Wellington Management Group
158
Wellington Management Group
Massachusetts
$19.9M +$3.91M +31,158 +25%
SC
159
Sagefield Capital
Texas
$19.8M +$1.81M +14,454 +10%
Corient Private Wealth
160
Corient Private Wealth
Florida
$19.7M +$19.5M +155,309 New
SIMG
161
Sonora Investment Management Group
Arizona
$19.3M +$227K +1,808 +1%
Fidelity International
162
Fidelity International
Bermuda
$19.2M +$872K +6,944 +5%
HighTower Advisors
163
HighTower Advisors
Illinois
$19.1M +$361K +2,872 +2%
SBCM
164
Schwerin Boyle Capital Management
Massachusetts
$18.3M -$2.26M -18,000 -11%
VRS
165
Virginia Retirement Systems
Virginia
$18.1M +$9.2M +73,300 +106%
BBVA
166
Banco Bilbao Vizcaya Argentaria
Spain
$18.1M +$3.26M +25,996 +22%
Nisa Investment Advisors
167
Nisa Investment Advisors
Missouri
$17.9M +$185K +1,473 +1%
GIA
168
Gateway Investment Advisers
Ohio
$17.7M -$4.99M -39,742 -22%
PI
169
PineBridge Investments
New York
$17.5M +$3.47M +27,644 +25%
PCM
170
Palouse Capital Management
Washington
$17.5M -$85.1K -678 -4%
EF
171
Empowered Funds
Pennsylvania
$17.4M +$1.51M +12,055 +10%
Canada Pension Plan Investment Board
172
Canada Pension Plan Investment Board
Ontario, Canada
$17M -$17.9M -142,700 -52%
Natixis Advisors
173
Natixis Advisors
Massachusetts
$16.9M -$4.9K -39 -0%
CM
174
Churchill Management
California
$16.8M +$207K +1,647 +1%
Federated Hermes
175
Federated Hermes
Pennsylvania
$16.3M -$556K -4,430 -3%

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.