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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
WTC
201
WhitTier Trust Company
Nevada
$12.7M -$362K -2,880 -3%
OSAM
202
O'Shaughnessy Asset Management
Connecticut
$12.6M +$565K +4,505 +5%
WCMN
203
Westchester Capital Management (Nebraska)
Nebraska
$12.5M -$171K -1,364 -1%
NAM
204
NorthCrest Asset Manangement
Minnesota
$12.3M -$421K -3,353 -3%
Mirae Asset Global Investments
205
Mirae Asset Global Investments
South Korea
$12.2M +$2.74M +21,839 +29%
N
206
Natixis
France
$12.1M +$489K +3,898 +4%
ACM
207
Advisors Capital Management
New Jersey
$12.1M -$279K -2,223 -2%
RCYC
208
Richard C. Young & Co
Rhode Island
$12M -$430K -3,429 -3%
Zurich Cantonal Bank
209
Zurich Cantonal Bank
Switzerland
$11.8M -$15.4M -122,872 -57%
ProShare Advisors
210
ProShare Advisors
Maryland
$11.8M -$842K -6,711 -7%
SGI
211
Summit Global Investments
Utah
$11.6M -$121K -961 -1%
LI
212
LMCG Investments
Massachusetts
$11.6M -$194K -1,549 -2%
Public Sector Pension Investment Board (PSP Investments)
213
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$11.5M +$1.26M +10,049 +13%
PFO
214
Pathstone Family Office
New Jersey
$11.4M +$979K +7,796 +55%
DnB Asset Management
215
DnB Asset Management
Norway
$11.3M -$231K -1,843 -2%
BG
216
Bahl & Gaynor
Ohio
$11.3M -$3.35M -26,709 -23%
KL
217
KGH Ltd
Bahamas
$11.1M -$12M -95,433 -52%
B
218
Bailard
California
$11M +$132K +1,054 +1%
OPERF
219
Oregon Public Employees Retirement Fund
Oregon
$11M +$757K +6,031 +7%
PI
220
PGGM Investments
Netherlands
$10.9M -$2.47M -19,685 -19%
ANRF
221
Adams Natural Resources Fund
Maryland
$10.9M -$8.9M -70,900 -45%
NNPTE
222
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$10.9M -$864K -6,881 -7%
ACG
223
Aventail Capital Group
New York
$10.7M -$11.4M -90,600 -52%
Janney Montgomery Scott
224
Janney Montgomery Scott
Pennsylvania
$10.6M +$322K +2,564 +3%
AAS
225
Annex Advisory Services
Wisconsin
$10.5M +$111K +886 +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.