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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 %
SGDR
626
SPX Gestao de Recursos
Brazil
$1M +$1M +8,544 New
SBIA
627
Sheaff Brock Investment Advisors
Indiana
$1M -$29.3K -250 -3%
LCM
628
LRT Capital Management
Texas
$1M +$281K +2,406 +39%
IA
629
IFP Advisors
Florida
$994K -$50.1K -427 -5%
ATPW
630
Ashton Thomas Private Wealth
Arizona
$988K +$210K +1,789 +27%
CAM
631
CenterStar Asset Management
Illinois
$984K +$984K +8,389 New
DWA
632
Douglass Winthrop Advisors
New York
$984K -$10.6K -90 -1%
ISWM
633
Independent Solutions Wealth Management
New York
$981K +$610K +5,202 +165%
NCM
634
Neumann Capital Management
California
$975K – – –
GLR
635
Great Lakes Retirement
Ohio
$974K +$2.35K +20 +0.2%
FMB
636
Field & Main Bank
Kentucky
$973K -$11.5K -98 -1%
SAM
637
Shell Asset Management
Netherlands
$969K +$4.46K +38 +0.5%
VWA
638
V Wealth Advisors
Kansas
$965K +$4.11K +35 +0.4%
GWCM
639
Godshalk Welsh Capital Management
Pennsylvania
$965K – – –
KeyBank National Association
640
KeyBank National Association
Ohio
$962K -$146K -1,247 -13%
GS
641
GTS Securities
New York
$960K +$960K +8,188 New
ACM
642
AlphaStar Capital Management
North Carolina
$956K -$824K -7,025 -46%
MSA
643
Marino Stram & Associates
Massachusetts
$946K -$28.6K -244 -3%
LAM
644
L2 Asset Management
Massachusetts
$944K +$196K +1,845 +26%
BONST
645
Bank of Nova Scotia Trust
Ontario, Canada
$940K – – –
KCM
646
Kornitzer Capital Management
Kansas
$938K – – –
CWS
647
Confluence Wealth Services
Pennsylvania
$938K +$3.99K +34 +0.4%
SCA
648
Snowden Capital Advisors
New York
$922K -$34K -290 -4%
IC
649
IEQ Capital
California
$922K -$77.9K -664 -8%
AF
650
Allworth Financial
California
$921K -$335K -2,857 -27%
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