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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
SOMRS
176
State of Michigan Retirement System
Michigan
$15.9M +$2.3M +18,300 +17%
SIS
177
Sound Income Strategies
Florida
$15.7M +$914K +7,279 +6%
Retirement Systems of Alabama
178
Retirement Systems of Alabama
Alabama
$15.7M -$923K -7,350 -6%
SAIG
179
Semper Augustus Investments Group
Colorado
$15.3M -$129K -1,028 -0.8%
Calamos Advisors
180
Calamos Advisors
Illinois
$15.1M -$1.89M -15,020 -11%
QC
181
Quadrature Capital
United Kingdom
$14.8M -$25.9M -206,717 -64%
SOAMC
182
Spirit of America Management Corp
New York
$14.8M -$251K -2,000 -2%
AT
183
AMF Tjänstepension
Sweden
$14.5M -$12.4M -99,037 -46%
AIG
184
American International Group
New York
$14.5M -$1M -7,969 -7%
WorldQuant Millennium Advisors
185
WorldQuant Millennium Advisors
New York
$14.4M -$43.3M -344,799 -75%
FVWA
186
Foster Victor Wealth Advisors
South Carolina
$14.4M +$27.5K +219 +0.2%
KBC Group
187
KBC Group
Belgium
$14.3M -$17.6M -140,107 -55%
ASRS
188
Arizona State Retirement System
Arizona
$13.6M -$450K -3,585 -3%
Skandinaviska Enskilda Banken (SEB)
189
Skandinaviska Enskilda Banken (SEB)
Sweden
$13.5M -$347K -2,761 -3%
DADC
190
D.A. Davidson & Co
Montana
$13.4M -$398K -3,172 -3%
FNT
191
First National Trust
Pennsylvania
$13.4M -$42.9K -342 -0.3%
SEI Investments
192
SEI Investments
Pennsylvania
$13.4M -$8.81M -70,214 -40%
Nomura Asset Management
193
Nomura Asset Management
Japan
$13.4M +$430K +3,424 +3%
SAM
194
Storebrand Asset Management
Norway
$13.4M +$5.92M +47,125 +81%
DPIM
195
Duff & Phelps Investment Management
Illinois
$13.3M -$490K -3,900 -4%
CIM
196
Cambria Investment Management
California
$13.3M +$2.32M +18,508 +21%
AFCM
197
Applied Finance Capital Management
Puerto Rico
$12.9M +$12.7M +101,504 New
AB
198
Amalgamated Bank
New York
$12.8M -$508K -4,045 -4%
SFWA
199
Summit Financial Wealth Advisors
Louisiana
$12.8M -$36.3K -289 -0.3%
MIM
200
MetLife Investment Management
New Jersey
$12.8M -$488K -3,890 -4%

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.