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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 %
IC
901
Inscription Capital
Texas
$361K +$57.5K +490 +19%
ESB
902
Essex Savings Bank
Connecticut
$359K -$23.5K -200 -6%
CI
903
Conning Inc
Connecticut
$358K -$43.4K -370 -11%
EW
904
Element Wealth
Mississippi
$358K -$16.4K -140 -4%
WC
905
Waterloo Capital
Texas
$357K -$72.3K -616 -17%
PPP
906
Private Portfolio Partners
New Jersey
$357K -$11K -94 -3%
VT
907
Vise Technologies
New York
$355K +$132K +1,122 +59%
VCWA
908
Vanguard Capital Wealth Advisors
Colorado
$355K +$1.64K +14 +0.5%
HAS
909
HBW Advisory Services
California
$354K +$32.9K +280 +10%
MCM
910
Magnolia Capital Management
New York
$352K – – –
MMH
911
Menora Mivtachim Holdings
Israel
$352K -$33.8M -287,960 -99%
ONST
912
Old North State Trust
North Carolina
$349K – – –
CI
913
CX Institutional
Indiana
$348K +$49.3K +420 +16%
1IA
914
1620 Investment Advisors
Massachusetts
$344K -$9.97K -85 -3%
SAM
915
SignalPoint Asset Management
Missouri
$344K -$60.9K -519 -15%
SMWM
916
Silvia McColl Wealth Management
California
$344K – – –
EWA
917
Exencial Wealth Advisors
Oklahoma
$344K -$3.87K -33 -1%
VSQM
918
V-Square Quantitative Management
Illinois
$343K -$40.7K -347 -11%
MG
919
Mather Group
Illinois
$343K +$126K +1,073 +58%
SB
920
Simmons Bank
Arkansas
$341K -$176K -1,500 -34%
PA
921
Parallel Advisors
California
$341K -$482K -4,107 -59%
FAG
922
Fortitude Advisory Group
Washington
$340K +$7.86K +67 +2%
CA
923
Continuum Advisory
Idaho
$339K +$42.6K +363 +14%
AA
924
Ancora Advisors
Ohio
$338K – – –
LIM
925
Leavell Investment Management
Alabama
$337K +$85K +725 +34%
35 36
37
38 39