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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 %
RC
1051
Rovin Capital
Arizona
$229K -$16.9K -144 -7%
RWA
1052
Ropes Wealth Advisors
Massachusetts
$228K -$8.8K -75 -4%
AA
1053
AlphaCentric Advisors
Puerto Rico
$228K -$228K -1,943 -50%
BJL
1054
Brighton Jones LLC
Washington
$226K -$25.1K -214 -10%
PA
1055
Probity Advisors
Texas
$226K +$226K +1,925 New
GC
1056
Grimes & Company
Massachusetts
$226K -$6.33K -54 -3%
QCG
1057
Quadrant Capital Group
Ohio
$225K -$21.8K -186 -9%
FMTC
1058
Farmers & Merchants Trust Company
California
$224K – – –
TCBWMS
1059
Texas Capital Bank Wealth Management Services
Texas
$224K +$224K +1,907 New
LHWM
1060
Lake Hills Wealth Management
Texas
$223K +$223K +1,902 New
DMBA
1061
Deseret Mutual Benefit Administrators
Utah
$222K – – –
WA
1062
WBH Advisory
Maryland
$222K – – –
BFM
1063
Boothbay Fund Management
New York
$221K -$448K -3,821 -67%
SSWM
1064
Smith Salley Wealth Management
North Carolina
$221K +$2.35K +20 +1%
CCWM
1065
Cassaday & Co Wealth Management
Virginia
$221K -$21.1K -180 -9%
SSG
1066
Summit Securities Group
New York
$220K +$32.1K +273 +17%
WA
1067
WESPAC Advisors
California
$220K +$220K +1,873 New
NDSI
1068
Newman Dignan & Sheerar Inc
Rhode Island
$218K +$26.3K +224 +14%
MIA
1069
MMBG Investment Advisors
Florida
$217K +$217K +1,880 New
FWCM
1070
Ferguson Wellman Capital Management
Oregon
$217K – – –
OAM
1071
Oak Asset Management
California
$217K – – –
OIA
1072
OneDigital Investment Advisors
Kansas
$217K -$20.1K -171 -8%
LCM
1073
LCM Capital Management
Illinois
$216K -$6.69K -57 -3%
PWM
1074
Perigon Wealth Management
California
$215K -$471K -4,015 -69%
ACM
1075
AUA Capital Management
Pennsylvania
$215K -$29.3K -250 -12%
41 42
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