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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 %
LIM
776
Longfellow Investment Management
Massachusetts
$572K +$23.2K +198 +4%
FHA
777
First Horizon Advisors
Tennessee
$572K -$182K -1,552 -24%
AG
778
Ascent Group
Virginia
$571K +$106K +804 +23%
IAN
779
Integrated Advisors Network
Texas
$569K -$3.73M -31,779 -87%
MIM
780
MTM Investment Management
South Carolina
$567K – – –
MFG
781
Merit Financial Group
Georgia
$566K +$134K +1,143 +31%
ESCM
782
Echo Street Capital Management
New York
$565K -$121K -1,028 -18%
NFSG
783
Newbridge Financial Services Group
Florida
$565K -$4.34K -37 -0.8%
GAAM
784
Guinness Atkinson Asset Management
California
$564K -$20.1K -171 -3%
RBC
785
Romano Brothers & Co
Illinois
$563K -$8.8K -75 -2%
GT
786
Greenleaf Trust
Michigan
$561K -$2.35K -20 -0.4%
LNWWM
787
Laird Norton Wetherby Wealth Management
California
$561K -$2.35K -20 -0.4%
TWI
788
Thomas White International
Illinois
$556K – – –
MC
789
Machina Capital
France
$554K +$554K +4,725 New
NFG
790
Nations Financial Group
Iowa
$553K +$6.81K +58 +1%
FMAEN1
791
Fund Management at Engine No 1
California
$552K +$3.4K +29 +0.6%
VCA
792
Verdence Capital Advisors
Maryland
$545K +$286K +2,439 +110%
PG
793
Proffitt & Goodson
Tennessee
$544K -$76K -648 -12%
PCM
794
Princeton Capital Management
New Jersey
$543K -$66.3K -565 -11%
MLL
795
Moody Lynn & Lieberson
Massachusetts
$538K -$26K -222 -5%
IFWM
796
Institute for Wealth Management
Colorado
$531K – – –
LIM
797
Loudon Investment Management
New Hampshire
$530K – – –
FSA
798
Financial Sense Advisors
California
$529K +$3.87K +33 +0.7%
CAG
799
Csenge Advisory Group
Florida
$527K +$117K +995 +28%
IAMOG
800
Investors Asset Management of Georgia
Georgia
$526K – – –
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32
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