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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 %
HCM
801
Hengehold Capital Management
Ohio
$524K -$2.58K -22 -0.5%
OAM
802
Ostrum Asset Management
France
$523K +$469 +4 +0.1%
CI
803
Cigna Investments
Connecticut
$521K -$30.6K -260 -6%
ICG
804
InterOcean Capital Group
Tennessee
$521K +$24.3K +207 +5%
BSB
805
Bangor Savings Bank
Maine
$519K +$21.1K +180 +4%
OIA
806
Optimum Investment Advisors
Illinois
$519K +$23.5K +200 +5%
OLVIG
807
Oliver Lagore Vanvalin Investment Group
Michigan
$518K +$142K +1,209 +38%
SPA
808
Sherbrooke Park Advisers
New York
$516K +$93.8K +800 +22%
FRM
809
Fox Run Management
Connecticut
$515K +$515K +4,393 New
RWMG
810
Redwood Wealth Management Group
New Jersey
$512K +$19.7K +168 +4%
PFO
811
Pathstone Family Office
New Jersey
$510K -$101K -859 -17%
PF
812
Phoenix Financial
Israel
$508K +$42.3K +361 +9%
CM
813
Caption Management
Oklahoma
$507K +$507K +4,320 New
SA
814
Syntax Advisors
New York
$506K +$54.3K +463 +12%
VCG
815
Vantage Consulting Group
Virginia
$506K +$54.3K +463 +12%
VCM
816
Virtue Capital Management
Tennessee
$506K -$91.9K -787 -15%
HCM
817
Hollencrest Capital Management
California
$502K – – –
NAG
818
Northstar Advisory Group
New Jersey
$495K – – –
CG
819
Cutler Group
California
$493K +$352K +3,005 +250%
WPC
820
Wedmont Private Capital
Pennsylvania
$493K -$122K -1,072 -20%
WWM
821
Western Wealth Management
Colorado
$491K -$6.92K -59 -1%
IP
822
Intellectus Partners
California
$490K -$29.1K -248 -6%
AA
823
Auxano Advisors
Washington
$485K – – –
TA
824
Tectonic Advisors
Texas
$485K +$29.1K +248 +6%
WAM
825
WNY Asset Management
New York
$481K +$120K +1,025 +33%
31 32
33
34 35