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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 %
SFG
1001
Sovereign Financial Group
Connecticut
$263K +$55.2K +471 +27%
NAM
1002
NTV Asset Management
West Virginia
$262K -$7.74K -66 -3%
FFN
1003
Focus Financial Network
Minnesota
$261K -$151K -1,285 -37%
AIA
1004
Armor Investment Advisors
North Carolina
$259K +$117 +1 +0%
LGF
1005
LGT Group Foundation
Liechtenstein
$258K – – –
BHCM
1006
Boulder Hill Capital Management
New York
$258K +$258K +2,200 New
HC
1007
Hamilton Capital
Ohio
$257K +$257K +2,191 New
TC
1008
Telemus Capital
Michigan
$257K +$1.29K +11 +0.5%
FPCP
1009
Fort Point Capital Partners
California
$256K -$117 -1 -0%
NP
1010
Nilsine Partners
Colorado
$256K -$9.5K -81 -4%
SWM
1011
Scissortail Wealth Management
Oklahoma
$256K – – –
FAM
1012
Formidable Asset Management
Ohio
$255K +$1.76K +15 +0.7%
DTL
1013
Dynamic Technology Lab
Singapore
$255K +$255K +2,176 New
PCP
1014
Proficio Capital Partners
Massachusetts
$254K +$13K +111 +5%
CMI
1015
Clare Market Investments
Texas
$254K -$22.5K -192 -8%
CG
1016
Colony Group
Massachusetts
$253K -$469 -4 -0.2%
VCP
1017
Verus Capital Partners
Arizona
$253K -$33.3K -284 -12%
KCM
1018
Kathmere Capital Management
Pennsylvania
$247K +$247K +2,109 New
GIA
1019
Gladstone Institutional Advisory
Florida
$247K -$265K -2,257 -52%
PCMC
1020
Paragon Capital Management (Colorado)
Colorado
$246K +$56.9K +485 +30%
GGS
1021
Galvin Gaustad & Stein
Arizona
$246K – – –
TA
1022
TruWealth Advisors
Louisiana
$245K -$10.3K -88 -4%
AC
1023
Apella Capital
Connecticut
$245K +$245K +2,086 New
MWM
1024
Mattern Wealth Management
Kansas
$244K – – –
WHG
1025
Westwood Holdings Group
Texas
$244K -$35.5M -303,355 -99%
39 40
41
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