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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 %
HBT
751
Heartland Bank & Trust
Illinois
$631K -$36.4K -310 -5%
CW
752
Channel Wealth
California
$628K +$190K +1,618 +43%
FFG
753
Fortem Financial Group
California
$621K -$152K -1,300 -20%
DAS
754
Dynamic Advisor Solutions
Arizona
$616K -$26.4K -225 -4%
LFA
755
Laraway Financial Advisors
Minnesota
$614K -$35.2K -300 -5%
FCP
756
Fidelis Capital Partners
Florida
$613K +$23.3K +199 +4%
WI
757
Wahed Invest
New York
$608K +$27.9K +238 +5%
D.E. Shaw & Co
758
D.E. Shaw & Co
New York
$604K -$12M -102,578 -95%
UFF
759
USA Financial Formulas
Michigan
$597K -$140K -1,195 -19%
FCBT
760
First Citizens Bank & Trust
North Carolina
$596K +$25.8K +220 +5%
LNC
761
Lincoln National Corp
Pennsylvania
$596K +$25K +213 +4%
FNC
762
First National Corp
Massachusetts
$595K +$65.9K +562 +12%
MHR
763
Matthew Hamilton Rosenberg
$594K +$10.7K +91 +2%
BMCM
764
Burns Matteson Capital Management
New York
$592K -$11.1K -95 -2%
EWA
765
EverSource Wealth Advisors
Alabama
$589K +$37.3K +318 +7%
QCM
766
Quantinno Capital Management
New York
$587K -$879K -7,492 -60%
BCM
767
Brookstone Capital Management
Illinois
$586K -$23.4K -204 -4%
AWM
768
Apollon Wealth Management
South Carolina
$585K -$4.22K -36 -0.7%
QCIG
769
Quad-Cities Investment Group
Iowa
$584K +$2.35K +20 +0.4%
DFG
770
Demars Financial Group
Washington
$584K -$11.1K -95 -2%
KIA
771
KCM Investment Advisors
California
$583K +$23.2K +198 +4%
EHWM
772
Eads & Heald Wealth Management
Georgia
$583K -$29.9K -255 -5%
CCB
773
Cutter & Co Brokerage
Missouri
$583K -$70.1K -598 -11%
FAIM
774
Financial Advocates Investment Management
Washington
$582K +$203K +1,731 +54%
FEM
775
Fulcrum Equity Management
Texas
$573K +$99.6K +849 +21%
29 30
31
32 33