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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 %
FCA
576
FinTrust Capital Advisors
South Carolina
$1.19M – – –
NAMA
577
Nikko Asset Management Americas
New York
$1.19M +$152K +1,293 +15%
RSA
578
River Street Advisors
Illinois
$1.19M -$14.3K -122 -1%
Carson Wealth (CWM LLC)
579
Carson Wealth (CWM LLC)
Nebraska
$1.18M +$128K +1,087 +12%
EFI
580
EHP Funds Inc
Canada
$1.17M -$1.51M -12,900 -56%
MAM
581
Martingale Asset Management
Massachusetts
$1.17M -$394K -3,360 -25%
EH
582
Equitable Holdings
New York
$1.17M +$8.45K +72 +0.7%
CNBTD
583
Citizens National Bank Trust Department
Mississippi
$1.17M +$39.9K +340 +4%
MCM
584
MAI Capital Management
Ohio
$1.16M -$658K -5,612 -36%
FTDI
585
First Trust Direct Indexing
Massachusetts
$1.16M -$46.3K -395 -4%
IRC
586
Investors Research Corp
Georgia
$1.16M – – –
P
587
Pitcairn
Pennsylvania
$1.16M +$355K +3,029 +44%
BA
588
BCM Advisors
Louisiana
$1.16M – – –
SG
589
StoneX Group
New York
$1.15M +$52.1K +444 +5%
AWE
590
Avidian Wealth Enterprises
Texas
$1.15M -$628K -5,351 -35%
LT
591
Legacy Trust
Michigan
$1.14M -$55.2K -471 -5%
TWC
592
TD Waterhouse Canada
Ontario, Canada
$1.14M -$293K -2,386 -20%
PCA
593
Peddock Capital Advisors
Massachusetts
$1.14M +$10.2K +87 +0.9%
HFG
594
Heron Financial Group
New York
$1.14M -$44.6K -380 -4%
EIM
595
Essex Investment Management
Massachusetts
$1.14M – – –
RBFC
596
Roman Butler Fullerton & Co
Missouri
$1.13M -$19K -161 -2%
CB
597
Cadence Bank
Mississippi
$1.13M -$102K -866 -8%
PL
598
Polianta Ltd
Jersey
$1.13M +$1.13M +9,600 New
CT
599
Coastline Trust
Rhode Island
$1.11M -$780K -6,648 -41%
Lido Advisors
600
Lido Advisors
California
$1.11M +$50.7K +432 +5%
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