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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 %
DS
851
DRW Securities
Illinois
$441K -$240K -2,048 -35%
PWM
852
PBMares Wealth Management
Virginia
$440K – – –
CIA
853
Cladis Investment Advisory
Montana
$438K +$13.3K +113 +3%
STA
854
Summit Trail Advisors
New York
$436K +$436K +3,714 New
VCS
855
Vaughan & Co Securities
New Jersey
$435K – – –
BAM
856
Brave Asset Management
New Jersey
$434K – – –
Jones Financial Companies
857
Jones Financial Companies
Missouri
$434K -$67.4K -575 -13%
PTC
858
Private Trust Company
Ohio
$433K -$31.4K -268 -7%
AWM
859
Accurate Wealth Management
Florida
$432K +$56.1K +494 +15%
LAM
860
Lingohr Asset Management
Germany
$431K – – –
GA
861
Geller Advisors
New York
$430K +$430K +3,668 New
CAMV
862
Concord Asset Management (Virginia)
Virginia
$430K +$139K +1,183 +48%
DGAM
863
Desjardins Global Asset Management
Quebec, Canada
$429K -$528K -4,505 -55%
CF
864
Centaurus Financial
California
$424K +$191K +1,630 +82%
BFA
865
Bill Few Associates
Pennsylvania
$423K +$3.75K +32 +0.9%
DILIC
866
Dai-ichi Life Insurance Company
Japan
$422K -$4.69M -39,990 -92%
GRP
867
Global Retirement Partners
California
$421K +$469 +4 +0.1%
DF
868
Donoghue Forlines
Massachusetts
$420K -$687K -5,853 -62%
HTC
869
Haverford Trust Company
Pennsylvania
$417K +$66.6K +568 +19%
GSEP
870
Golden State Equity Partners
California
$414K +$170K +1,451 +70%
CIAS
871
Capital Investment Advisory Services
North Carolina
$414K +$93.8K +800 +29%
BSW
872
Buckingham Strategic Wealth
Missouri
$413K -$117 -1 -0%
MWM
873
Mission Wealth Management
California
$411K +$7.62K +65 +2%
ACA
874
Aptus Capital Advisors
Alabama
$411K -$57.6K -491 -12%
OQS
875
Occudo Quantitative Strategies
Florida
$410K +$410K +3,498 New
33 34
35
36 37