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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 %
PGFC
501
Peapack-Gladstone Financial Corp
New Jersey
$1.73M +$117 +1 +0%
APP
502
Avantax Planning Partners
Iowa
$1.72M +$52.8K +450 +3%
SSB
503
Sandy Spring Bank
Maryland
$1.72M +$70.1K +598 +4%
CM
504
Castleark Management
Illinois
$1.7M -$205K -1,750 -11%
PWM
505
Pinnacle Wealth Management
California
$1.7M +$1.7M +14,462 New
UB
506
UMB Bank
Missouri
$1.67M -$114K -976 -6%
NCG
507
Newport Capital Group
New Jersey
$1.66M +$36.6K +289 +2%
HPG
508
Harvest Portfolios Group
Ontario, Canada
$1.65M +$236K +2,016 +17%
ECM
509
Exchange Capital Management
Michigan
$1.64M -$33.3K -284 -2%
SF
510
Synovus Financial
Georgia
$1.64M -$13.8K -118 -0.8%
MCM
511
Mengis Capital Management
Oregon
$1.64M -$73.9K -630 -4%
SP
512
Symmetry Partners
Connecticut
$1.61M -$354K -3,014 -18%
BHWM
513
Bar Harbor Wealth Management
New Hampshire
$1.6M – – –
CAI
514
Capital Advisors Inc
Oklahoma
$1.6M +$359K +3,063 +29%
MIM
515
Moseley Investment Management
Florida
$1.6M +$91.6K +781 +6%
IIM
516
Intact Investment Management
Quebec, Canada
$1.6M +$1.6M +13,600 New
MCI
517
MRP Capital Investments
Georgia
$1.58M -$365K -3,110 -19%
FMTCOCP
518
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$1.57M -$3.52K -30 -0.2%
NRG
519
Nemes Rush Group
Michigan
$1.56M +$1.56M +13,324 New
PSC
520
Portman Square Capital
United Kingdom
$1.56M +$715K +6,092 +84%
KWILP
521
Kiwi Wealth Investments Limited Partnership
New Zealand
$1.56M – – –
PAS
522
Park Avenue Securities
New York
$1.55M -$30.4K -259 -2%
BL
523
Balentine LLC
Georgia
$1.54M -$583K -4,972 -27%
PCM
524
Palouse Capital Management
Washington
$1.54M -$17.8K -152 -1%
KRSITF
525
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.52M -$86.8K -740 -5%
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