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Valero Energy
VLO

Overview Fund Activity

1,334 hedge funds and large institutions have $32.5B invested in Valero Energy in 2023 Q2 according to their latest regulatory filings, with 106 funds opening new positions, 479 increasing their positions, 558 reducing their positions, and 150 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,334
Holders Change
-53
Holders Change %
-3.82%
% of All Funds
21.04%
Holding in Top 10
19
Holding in Top 10 Change
-13
Holding in Top 10 Change %
-40.63%
% of All Funds
0.3%
New
106
Increased
479
Reduced
558
Closed
150
Calls
$1.02B
Puts
$798M
Net Calls
+$223M
Net Calls Change
+$173M

Top Buyers

1
MBI
Montrusco Bolton Investments
Quebec, Canada
+$222M
2
Millennium Management
Millennium Management
New York
+$215M
3
Barclays
Barclays
United Kingdom
+$121M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$102M
5
Marshall Wace
Marshall Wace
United Kingdom
+$82M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$522M
2
BlackRock
BlackRock
New York
-$476M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$279M
4
EWA
EP Wealth Advisors
California
-$253M
5
State Street
State Street
Massachusetts
-$233M
Name Holding Trade Value Shares
Change 		Shares
Change %
Aviva
301
Aviva
United Kingdom
$5.77M -$30.9M -263,622 -84%
PIA
302
Petredis Investment Advisors
Pennsylvania
$5.74M -$704 -6 -0%
CCM
303
Carmel Capital Management
California
$5.67M +$17.6K +150 +0.3%
RPI
304
Railway Pension Investments
United Kingdom
$5.64M +$1.49M +12,700 +36%
Mercer Global Advisors
305
Mercer Global Advisors
Colorado
$5.63M -$470K -4,008 -8%
CBTWT
306
Community Bank & Trust (Waco, Texas)
Texas
$5.51M +$145K +1,237 +3%
MML Investors Services
307
MML Investors Services
Massachusetts
$5.49M -$2.36M -20,135 -30%
TYCC
308
Texas Yale Capital Corp
Florida
$5.48M -$38.1K -325 -0.7%
ACG
309
Aventail Capital Group
New York
$5.47M +$1.94M +16,535 +55%
AAS
310
Avantax Advisory Services
Texas
$5.4M -$502K -4,277 -9%
WIA
311
Westbourne Investment Advisors
Maryland
$5.39M +$101K +864 +2%
MIM
312
Montgomery Investment Management
Maryland
$5.36M -$3.52K -30 -0.1%
CIBC World Market
313
CIBC World Market
Ontario, Canada
$5.33M -$4.53M -38,610 -46%
SW
314
SteelPeak Wealth
California
$5.32M +$5.32M +45,344 New
IMPI
315
Ilmarinen Mutual Pension Insurance
Finland
$5.27M – – –
TFA
316
Teamwork Financial Advisors
Texas
$5.27M +$998K +8,509 +23%
AI
317
Atria Investments
North Carolina
$5.22M +$87.6K +747 +2%
BA
318
Bridgewater Associates
Connecticut
$5.21M +$1.61M +13,731 +45%
CSUI
319
Cincinnati Specialty Underwriters Insurance
Ohio
$5.18M – – –
KAS
320
Kestra Advisory Services
Texas
$5.12M +$123K +1,048 +2%
PAG
321
Private Advisor Group
New Jersey
$5.09M -$110K -899 -2%
SEEDPG
322
S.E.E.D. Planning Group
New York
$5.06M +$217K +1,853 +4%
SWA
323
Stratos Wealth Advisors
Ohio
$5.05M +$273K +2,326 +6%
CNB
324
Czech National Bank
Czech Republic
$5.02M -$305K -2,597 -6%
CWM
325
CIBC World Markets
New York
$4.97M +$2.68M +22,880 +117%
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