Valero Energy
1,394 hedge funds and large institutions have $40B invested in Valero Energy in 2023 Q1 according to their latest regulatory filings, with 172 funds opening new positions, 497 increasing their positions, 539 reducing their positions, and 76 closing their positions.
126% more first-time investments, than exits
New positions opened: 172 | Existing positions closed: 76
6% more capital invested
Capital invested by funds: $37.7B → $40B (+$2.37B)
5% more funds holding
Funds holding: 1,324 → 1,394 (+70)
5% more call options, than puts
Call options by funds: $997M | Put options by funds: $947M
0% more funds holding in top 10
Funds holding in top 10: 32 → 32 (0)
0.14% less ownership
Funds ownership: 77.94% → 77.8% (-0.14%)
8% less repeat investments, than reductions
Existing positions increased: 497 | Existing positions reduced: 539
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$529M |
| 2 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$155M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$150M |
| 4 |
Jane Street
New York
|
+$147M |
| 5 |
HF
HRT Financial
New York
|
+$138M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$860M |
| 2 |
BlackRock
New York
|
-$470M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$303M |
| 4 |
State Street
Boston,
Massachusetts
|
-$194M |
| 5 |
Morgan Stanley
New York
|
-$181M |
VLO Hedge Fund Activity: Q1 2023 in Review
1,394 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q1 2023, worth a combined $40B — up 6.3% from $37.7B a quarter earlier.
Buyers outnumbered sellers: 172 funds opened new VLO positions and 76 closed out — a net gain of 96 holders — while 497 added to existing stakes and 539 trimmed.
The largest buyer was Bank of America, adding an estimated $529M. The largest seller was Vanguard Group, cutting an estimated $860M.
- 1,394 institutional investors held Valero Energy (VLO) as of Q1 2023, up from 1,324 in Q4 2022.
- Funds reported $40B of Valero Energy stock for Q1 2023, up 6.3% quarter-over-quarter.
- 172 funds opened new Valero Energy positions in Q1 2023 and 76 closed out, a net change of +96 holders.
- The largest Valero Energy buyer in Q1 2023 was Bank of America, an estimated $529M added.
- The largest Valero Energy seller in Q1 2023 was Vanguard Group, an estimated $860M sold.
Based on aggregated 13F filings for Q1 2023.