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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 %
RCIM
476
Red Cedar Investment Management
Michigan
$1.96M – – –
PIWA
477
Prevail Innovative Wealth Advisors
Kansas
$1.96M +$1.96M +16,712 New
FMC
478
First Merchants Corp
Indiana
$1.95M -$4.25M -36,223 -69%
MHI
479
Miller Howard Investments
New York
$1.94M -$1.85M -15,808 -49%
Luther King Capital Management (LKCM)
480
Luther King Capital Management (LKCM)
Texas
$1.94M -$602K -5,135 -24%
BA
481
Bristlecone Advisors
Washington
$1.93M -$134K -1,144 -6%
CIP
482
Convergence Investment Partners
Florida
$1.93M -$102K -873 -5%
BWM
483
BNC Wealth Management
Oregon
$1.9M +$689K +5,874 +57%
HDIM
484
Hanson & Doremus Investment Management
Vermont
$1.89M -$11K -94 -0.6%
CM
485
CoreCommodity Management
Connecticut
$1.88M – – –
AIM
486
Aquila Investment Management
New York
$1.88M +$704K +6,000 +60%
KPWS
487
Kestra Private Wealth Services
Texas
$1.87M +$749K +6,386 +67%
AFS
488
Access Financial Services
Minnesota
$1.86M +$893K +7,611 +92%
VIA
489
Vident Investment Advisory
Georgia
$1.86M -$664K -5,660 -26%
CI Investments Inc
490
CI Investments Inc
Ontario, Canada
$1.85M +$103K +879 +6%
MLICM
491
Metropolitan Life Insurance Company (MetLife)
New York
$1.85M -$175K -1,489 -9%
JIC
492
Johnson Investment Counsel
Ohio
$1.84M -$13.7K -117 -0.7%
BIA
493
Beacon Investment Advisors
Maryland
$1.81M -$117 -1 -0%
SWM
494
SeaCrest Wealth Management
New York
$1.8M -$40.7K -347 -2%
JCM
495
Jacobi Capital Management
Pennsylvania
$1.79M +$323K +2,751 +22%
API
496
Advisor Partners II
California
$1.78M -$136K -1,157 -7%
CAM
497
Covenant Asset Management
New Jersey
$1.77M +$17.6K +150 +1%
ACM
498
Aquatic Capital Management
Illinois
$1.76M -$2.56M -21,800 -59%
MNBTD
499
Moody National Bank Trust Division
Texas
$1.75M +$9.74K +83 +0.6%
PCIA
500
Prime Capital Investment Advisors
Kansas
$1.74M +$715K +6,097 +70%
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