VLO icon

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 %
HIP
876
HUB Investment Partners
Texas
$406K +$229K +1,952 +129%
TA
877
TFG Advisers
Michigan
$404K +$57.7K +492 +17%
TNBTD
878
Trustmark National Bank Trust Department
Mississippi
$403K -$19.6K -167 -5%
PFBT
879
Parkside Financial Bank & Trust
Missouri
$398K +$142K +1,210 +55%
OA
880
Oxbow Advisors
Texas
$394K -$14.9K -127 -4%
II
881
Inspire Investing
Idaho
$394K -$396K -3,380 -50%
EP
882
Edgestream Partners
New Jersey
$394K -$133K -1,138 -25%
GFG
883
Goldstone Financial Group
Illinois
$394K -$8.45K -72 -2%
FWM
884
Forza Wealth Management
Florida
$393K – – –
CFAM
885
Center For Asset Management
Florida
$390K +$390K +3,324 New
PWA
886
Phoenix Wealth Advisors
North Carolina
$388K -$1.99K -17 -0.5%
CIC
887
Carnegie Investment Counsel
Ohio
$387K +$20.4K +174 +6%
CBFP
888
Cedar Brook Financial Partners
Ohio
$386K +$13.8K +118 +4%
TP
889
Tranquility Partners
Tennessee
$386K +$1.41K +12 +0.4%
JWCA
890
J.W. Cole Advisors
Florida
$385K -$129K -1,103 -25%
MIC
891
Means Investment Company
Maine
$384K +$469 +4 +0.1%
IFPG
892
Intrepid Financial Planning Group
Indiana
$382K +$24.6K +210 +7%
AI
893
AdvisorShares Investments
Maryland
$382K -$8.45K -72 -2%
DWT
894
Dorsey & Whitney Trust
South Dakota
$375K -$437K -3,729 -54%
OFG
895
Oxford Financial Group
Indiana
$372K +$372K +3,170 New
AA
896
AlphaQ Advisors
Florida
$367K +$32.3K +275 +10%
HPC
897
HM Payson & Co
Maine
$363K -$35.2K -300 -9%
RDWM
898
Red Door Wealth Management
Tennessee
$362K -$3.64K -31 -1%
NW
899
NewEdge Wealth
Pennsylvania
$362K +$938 +8 +0.3%
SFI
900
Siemens Fonds Invest
Germany
$361K -$25.3K -217 -7%
34 35
36
37 38