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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 %
PWA
651
Providence Wealth Advisors
Illinois
$918K – – –
IWM
652
IHT Wealth Management
Illinois
$917K -$32.3K -275 -3%
AFA
653
Abacus FCF Advisors
Florida
$905K -$5.87K -50 -0.6%
SIA
654
Strategic Investment Advisors
Michigan
$903K -$44.7K -381 -5%
PA
655
Paragon Advisors
Texas
$900K +$900K +7,675 New
SFI
656
SPC Financial Inc
Maryland
$898K +$35.4K +302 +4%
FIM
657
Freedom Investment Management
Connecticut
$897K +$21.6K +184 +2%
BF
658
BOK Financial
Oklahoma
$891K -$2.31M -19,726 -72%
I
659
INVST
Indiana
$885K +$15.2K +130 +2%
TMAM
660
Tokio Marine Asset Management
Japan
$885K -$26.2K -223 -3%
CSA
661
Cottage Street Advisors
Massachusetts
$873K +$469 +4 +0.1%
TAS
662
TIFF Advisory Services
Pennsylvania
$872K – – –
BAM
663
Belpointe Asset Management
Nevada
$869K -$637K -5,426 -42%
PMA
664
Prudent Man Advisors
Illinois
$865K -$352 -3 -0%
GLA
665
Good Life Advisors
Pennsylvania
$863K +$197K +1,682 +30%
RB
666
Rodgers Brothers
Pennsylvania
$863K +$112K +956 +15%
HIS
667
Harvest Investment Services
Illinois
$859K +$859K +7,324 New
SYBT
668
Stock Yards Bank & Trust
Kentucky
$850K -$14K -119 -2%
BA
669
Ballew Advisors
Mississippi
$846K – – –
MWM
670
Meridian Wealth Management
Kentucky
$843K -$45.9K -391 -5%
BWM
671
Buckley Wealth Management
Nevada
$835K +$2.35K +20 +0.3%
SMC
672
Smith, Moore & Co
Missouri
$834K +$291K +2,482 +54%
BS
673
Banco Santander
Spain
$832K +$832K +7,092 New
TCM
674
Teza Capital Management
Illinois
$828K +$828K +7,056 New
RC
675
RBF Capital
California
$821K – – –
25 26
27
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