We are live on ! Find out more
VLO icon

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
Vanguard Group
1
Vanguard Group
Pennsylvania
$5.31B +$36.5M +291,004 +0.7%
BlackRock
2
BlackRock
New York
$4.66B +$193M +1,541,274 +4%
State Street
3
State Street
Massachusetts
$3.54B -$83.8M -667,953 -2%
Fidelity Investments
4
Fidelity Investments
Massachusetts
$1.95B -$42.1M -335,343 -2%
Morgan Stanley
5
Morgan Stanley
New York
$1.28B +$49.7M +395,771 +4%
Charles Schwab
6
Charles Schwab
California
$1.1B +$51.6M +411,009 +5%
Ameriprise
7
Ameriprise
Minnesota
$928M +$249M +1,979,851 +37%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$882M -$31.1M -247,970 -3%
N
9
Nuveen
North Carolina
$819M -$124K -986 -0%
Bank of America
10
Bank of America
North Carolina
$692M +$9.05M +72,105 +1%
Bank of New York Mellon
11
Bank of New York Mellon
New York
$661M -$67.9M -541,274 -9%
Norges Bank
12
Norges Bank
Norway
$535M +$9.86M +78,584 +2%
Northern Trust
13
Northern Trust
Illinois
$516M -$6.8M -54,147 -1%
Invesco
14
Invesco
Georgia
$430M +$22M +175,179 +5%
PI
15
Putnam Investments
Massachusetts
$417M +$25.4M +202,318 +7%
Amundi
16
Amundi
France
$409M +$13.4M +106,776 +4%
Arrowstreet Capital
17
Arrowstreet Capital
Massachusetts
$370M -$27.1M -215,709 -7%
Legal & General Group
18
Legal & General Group
United Kingdom
$354M -$41.3M -329,054 -11%
UBS AM
19
UBS AM
Illinois
$348M +$101M +807,025 +42%
Allianz Asset Management
20
Allianz Asset Management
Germany
$348M -$23.9M -190,550 -6%
Massachusetts Financial Services
21
Massachusetts Financial Services
Massachusetts
$292M +$2.87M +22,866 +1%
Allspring Global Investments
22
Allspring Global Investments
North Carolina
$247M +$13.9M +110,819 +6%
Deutsche Bank
23
Deutsche Bank
Germany
$244M -$1.98M -15,744 -0.8%
LSV Asset Management
24
LSV Asset Management
Illinois
$231M -$12.9M -103,000 -5%
Pacer Advisors
25
Pacer Advisors
Pennsylvania
$220M +$52M +414,272 +31%

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.