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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 %
WCFA
1076
Walkner Condon Financial Advisors
Wisconsin
$213K +$31.8K +271 +18%
FHB
1077
First Hawaiian Bank
Hawaii
$213K -$34.6K -295 -14%
CL
1078
Choreo LLC
Illinois
$212K -$22.9K -195 -10%
OTPPB
1079
Ontario Teachers' Pension Plan Board
Ontario, Canada
$212K -$267K -2,278 -56%
CFP
1080
Catalyst Financial Partners
Massachusetts
$211K +$7.62K +65 +4%
GB
1081
Goepper Burkhardt
South Carolina
$211K – – –
MF
1082
Magnetar Financial
Illinois
$211K +$211K +1,798 New
TFA
1083
Tobias Financial Advisors
Florida
$211K +$211K +1,798 New
SOW
1084
State of Wyoming
Wyoming
$208K +$53.7K +458 +35%
CFGS
1085
Concourse Financial Group Securities
Alabama
$208K -$19.9K -170 -9%
SIA
1086
Schechter Investment Advisors
Michigan
$207K -$48.4K -413 -19%
FBFS
1087
First Business Financial Services
Wisconsin
$207K -$27.4K -234 -12%
XF
1088
XML Financial
Maryland
$206K – – –
GWANC
1089
Guardian Wealth Advisors (North Carolina)
North Carolina
$206K +$11K +94 +6%
BC
1090
Belmont Capital
California
$205K +$205K +1,750 New
ISL
1091
Ingalls & Snyder LLC
New York
$205K – – –
OPTFSNA
1092
Old Point Trust & Financial Services N A
Virginia
$204K – – –
PTC
1093
Philadelphia Trust Company
Pennsylvania
$204K -$4.69K -40 -2%
WANY
1094
Wealthspire Advisors (New York)
New York
$204K -$2.35K -20 -1%
CS
1095
Comerica Securities
Michigan
$204K -$586 -5 -0.3%
WP
1096
WealthSource Partners
California
$203K +$1.76K +15 +0.9%
MPI
1097
Mairs & Power Inc
Minnesota
$202K -$279K -2,380 -58%
NFP
1098
Narus Financial Partners
Utah
$202K +$26.9K +229 +15%
DBIA
1099
Dumont & Blake Investment Advisors
New Jersey
$201K +$1.06K +9 +0.5%
LC
1100
Lindbrook Capital
California
$197K +$352 +3 +0.2%
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