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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 %
KMWM
926
Keudell/Morrison Wealth Management
Oregon
$337K +$19.4K +165 +6%
HVIA
927
Hudson Valley Investment Advisors
New York
$335K -$69.8K -595 -17%
PGWM
928
Parisi Gray Wealth Management
New Jersey
$334K – – –
SWA
929
SFMG Wealth Advisors
Texas
$332K -$52.8K -450 -14%
HI
930
Harbour Investments
Wisconsin
$329K +$4.11K +35 +1%
AWAG
931
ARS Wealth Advisors Group
Florida
$328K – – –
UM
932
UniSuper Management
Australia
$328K +$328K +2,800 New
PI
933
PFG Investments
New York
$326K +$59.5K +507 +22%
GBT
934
Grove Bank & Trust
Florida
$326K +$9.62K +82 +3%
FNBOSM
935
First National Bank of South Miami
Florida
$323K -$12.3K -105 -4%
BAM
936
Berkshire Asset Management
Pennsylvania
$323K +$31.3K +267 +11%
OR
937
Olympiad Research
Connecticut
$322K +$107K +908 +49%
TGAM
938
TBH Global Asset Management
Tennessee
$322K – – –
IPW
939
Impact Partnership Wealth
Georgia
$322K +$322K +2,742 New
1WM
940
1900 Wealth Management
Texas
$322K +$322K +2,742 New
AFP
941
Ausdal Financial Partners
Iowa
$321K +$6.45K +55 +2%
SIM
942
Sentry Investment Management
Wisconsin
$320K -$427K -3,643 -57%
PPW
943
Pasadena Private Wealth
California
$316K +$54.7K +466 +21%
FMP
944
Financial Management Professionals
Texas
$315K +$27.7K +236 +10%
SFC
945
Strategic Financial Concepts
Texas
$315K +$29.2K +249 +10%
BTWM
946
Baker Tilly Wealth Management
Wisconsin
$315K -$75.3K -642 -19%
AWM
947
Accel Wealth Management
Iowa
$314K +$5.28K +45 +2%
DI
948
Diligent Investors
California
$314K – – –
GCM
949
Gables Capital Management
Florida
$313K – – –
PCOC
950
Power Corp of Canada
Canada
$312K +$312K +2,664 New
36 37
38
39 40