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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 %
WB
1126
Webster Bank
Connecticut
$133K – – –
JFGIW
1127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$131K – – –
IUHSA
1128
Itau Unibanco Holding S.A.
Brazil
$129K +$44.1K +376 +52%
LF
1129
Lee Financial
Texas
$126K +$35.2K +300 +39%
FA
1130
Fiduciary Alliance
South Carolina
$124K -$6.39M -54,486 -98%
GM
1131
GeoWealth Management
Illinois
$123K +$13.9K +119 +13%
HCP
1132
Hexagon Capital Partners
Arkansas
$121K -$11.3K -96 -9%
IFAM
1133
Institutional & Family Asset Management
Colorado
$118K +$118K +1,003 New
MFT
1134
Moisand Fitzgerald Tamayo
Florida
$117K – – –
TLA
1135
Tanglewood Legacy Advisors
Texas
$117K – – –
GITFIT
1136
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$117K +$117K +1,000 New
ZB
1137
Zions Bancorporation
Utah
$113K +$352 +3 +0.3%
C
1138
Covestor
United Kingdom
$113K -$30.8K -263 -21%
BWL
1139
Bogart Wealth LLC
Virginia
$106K +$117 +1 +0.1%
WOC
1140
West Oak Capital
California
$106K – – –
BAM
1141
Bosun Asset Management
Illinois
$106K +$106K +900 New
GWSG
1142
GPS Wealth Strategies Group
Colorado
$104K +$30.6K +261 +42%
CB
1143
CNB Bank
Pennsylvania
$103K +$79.4K +677 +339%
GIA
1144
GHP Investment Advisors
Colorado
$101K -$4.86K -35 -5%
WP
1145
WealthPLAN Partners
Nebraska
$101K +$9.97K +85 +11%
EWM
1146
Evermay Wealth Management
Virginia
$99.7K -$9.38K -80 -9%
IBOK
1147
Independence Bank of Kentucky
Kentucky
$99.7K +$70.4K +600 +240%
TCOV
1148
Trust Company of Vermont
Vermont
$99.1K -$10.6K -90 -10%
ST
1149
Smithfield Trust
Pennsylvania
$99K – – –
BC
1150
Bartlett & Co
Ohio
$97K +$11.8K +100 +14%
44 45
46
47 48