VLO icon

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 %
BFG
601
Bleakley Financial Group
New Jersey
$1.11M -$35.7K -304 -3%
SS
602
Simplicity Solutions
Minnesota
$1.11M -$516K -4,395 -32%
CPA
603
Capital Planning Advisors
California
$1.1M -$513K -4,371 -32%
GSB
604
Greenfield Savings Bank
Massachusetts
$1.1M -$4.11K -35 -0.4%
HI
605
Horizon Investments
North Carolina
$1.09M -$179K -1,537 -14%
SF
606
Symphony Financial
Texas
$1.09M -$185K -1,584 -15%
LB
607
Legacy Bridge
Iowa
$1.09M – – –
KWM
608
Kingsview Wealth Management
Oregon
$1.08M +$37.9K +323 +4%
CS
609
Crescent Sterling
Louisiana
$1.08M +$14.1K +120 +1%
PMG
610
ProVise Management Group
Florida
$1.07M -$267K -2,275 -20%
TAM
611
Tocqueville Asset Management
New York
$1.05M +$104K +886 +11%
EWM
612
Evergreen Wealth Management
Michigan
$1.05M +$75K +639 +8%
ARG
613
Advisory Resource Group
Oklahoma
$1.05M – – –
BDWCC
614
B&D White Capital Company
Texas
$1.04M +$1.04M +8,900 New
MMPW
615
Mitchell McLeod Pugh & Williams
Alabama
$1.04M +$352 +3 +0%
MWC
616
MBM Wealth Consultants
Missouri
$1.04M +$28.2K +245 +3%
HT
617
Heritage Trust
Oklahoma
$1.03M +$48.8K +416 +5%
RT
618
Rockland Trust
Massachusetts
$1.03M -$37.4K -319 -4%
FUBT
619
First United Bank & Trust
Maryland
$1.03M -$37.5K -320 -4%
BFEC
620
Benjamin F. Edwards & Company
Missouri
$1.03M -$57.7K -492 -5%
DT
621
Diversified Trust
Tennessee
$1.02M -$63.8K -544 -6%
DWP
622
Daymark Wealth Partners
Ohio
$1.02M +$304K +2,593 +43%
RWM
623
Ritholtz Wealth Management
New York
$1.01M +$324K +2,763 +48%
KCM
624
Kendall Capital Management
Maryland
$1.01M -$5.86K -50 -0.6%
MFG
625
MidWestOne Financial Group
Iowa
$1M -$2.82K -24 -0.3%
23 24
25
26 27