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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 %
BOSSRA
526
B.O.S.S. Retirement Advisors
Utah
$1.52M -$1.35M -11,550 -47%
EGM
527
Engineers Gate Manager
New York
$1.5M +$1.5M +12,750 New
SFA
528
Sequoia Financial Advisors
Ohio
$1.48M -$99.5K -848 -6%
BWA
529
BDO Wealth Advisors
Florida
$1.46M +$51.1K +436 +4%
WBC
530
Westpac Banking Corp
Australia
$1.46M -$5.47M -46,669 -79%
TPM
531
Triasima Portfolio Management
Quebec, Canada
$1.46M -$360K -2,315 -20%
BCM
532
Becker Capital Management
Oregon
$1.46M -$362K -3,090 -20%
LA
533
LBP AM
France
$1.46M – – –
IB
534
Intrust Bank
Kansas
$1.44M -$12.8K -109 -0.9%
MPPW
535
Mitchell & Pahl Private Wealth
Oklahoma
$1.42M +$46.1K +393 +3%
BBVA
536
Banco Bilbao Vizcaya Argentaria
Spain
$1.41M -$6.91M -58,918 -83%
IWC
537
Integrated Wealth Concepts
Massachusetts
$1.41M +$119K +1,016 +9%
MC
538
Moors & Cabot
Massachusetts
$1.4M +$170K +1,450 +14%
TC
539
TownSquare Capital
Utah
$1.4M +$234K +1,999 +20%
MFS
540
Mirabella Financial Services
United Kingdom
$1.4M +$1.21M +10,294 +643%
VIM
541
Vinva Investment Management
Australia
$1.39M -$155K -1,328 -10%
XSC
542
X-Square Capital
Puerto Rico
$1.38M -$92.9K -792 -6%
IAA
543
Independent Advisor Alliance
North Carolina
$1.37M -$37.7K -321 -3%
CA
544
Cetera Advisors
Colorado
$1.37M -$271K -2,310 -17%
V
545
ViaWealth
Kansas
$1.37M +$11.3K +96 +0.8%
HWM
546
HB Wealth Management
Georgia
$1.36M -$69.3K -591 -5%
BRWA
547
B. Riley Wealth Advisors
Florida
$1.35M -$54.2K -462 -4%
GCP
548
GSA Capital Partners
United Kingdom
$1.35M +$1.35M +11,517 New
PWMAG
549
Pinnacle Wealth Management Advisory Group
New Jersey
$1.35M -$12.7K -108 -0.9%
MYAM
550
Meiji Yasuda Asset Management
Japan
$1.35M -$246K -2,093 -15%
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