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 %
EWM
1026
Empirical Wealth Management
Washington
$244K +$1.64K +14 +0.7%
SFG
1027
StrategIQ Financial Group
Indiana
$242K +$31.1K +265 +15%
OC
1028
Oarsman Capital
Wisconsin
$242K +$242K +2,060 New
OWA
1029
One Wealth Advisors
California
$241K +$241K +2,056 New
CGA
1030
Crescent Grove Advisors
Illinois
$241K -$84.9K -724 -26%
NL
1031
NWAM LLC
Washington
$240K +$821 +7 +0.3%
RCAG
1032
Rehmann Capital Advisory Group
Michigan
$239K -$15K -128 -6%
MFG
1033
Magnus Financial Group
New York
$239K +$5.16K +44 +2%
EWS
1034
Evergreen Wealth Solutions
Pennsylvania
$239K +$25.2K +215 +12%
NP
1035
NorthRock Partners
Minnesota
$239K -$92.2K -786 -28%
GWM
1036
Gray Wealth Management
Maine
$238K -$18.3K -156 -7%
VVP
1037
Venture Visionary Partners
Ohio
$238K -$64.9K -553 -21%
ACM
1038
Advisors Capital Management
New Jersey
$238K -$5.05K -43 -2%
SNB
1039
Security National Bank
Nebraska
$237K – – –
DWM
1040
Dakota Wealth Management
Florida
$236K -$10.6M -90,218 -98%
CL
1041
CSS LLC
Illinois
$235K -$58.7K -500 -20%
FI
1042
Fractal Investments
Connecticut
$235K – – –
VCAM
1043
Van Cleef Asset Management
Ohio
$235K – – –
JFL
1044
Jarislowsky, Fraser Ltd
Quebec, Canada
$234K – – –
JSC
1045
Jackson Square Capital
California
$233K -$114K -975 -33%
HIIFS
1046
Harel Insurance Investments & Financial Services
Israel
$232K -$158K -1,353 -41%
CAM
1047
Claret Asset Management
Quebec, Canada
$232K +$1.64K +14 +0.7%
MAG
1048
MRA Advisory Group
New Jersey
$231K +$28.9K +246 +14%
AG
1049
Advocate Group
Minnesota
$230K – – –
CG
1050
Clarus Group
Texas
$229K +$3.52K +30 +2%
40 41
42
43 44