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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 %
TWM
1176
Tradition Wealth Management
Minnesota
$61K +$22.7K +195 +59%
SC
1177
SouthState Corp
Florida
$61K -$187K -1,591 -75%
FCFS
1178
First Command Financial Services
Texas
$60.1K – – –
FCB
1179
First Command Bank
Texas
$60.1K – – –
CCM
1180
Chilton Capital Management
Texas
$58.7K – – –
HWA
1181
HHM Wealth Advisors
Tennessee
$58.7K – – –
ACM
1182
Antonetti Capital Management
Florida
$58.7K +$58.7K +500 New
HWM
1183
HighMark Wealth Management
Minnesota
$53.9K +$4.7K +40 +10%
EWM
1184
Endurance Wealth Management
Rhode Island
$53K – – –
WIM
1185
Westside Investment Management
California
$50.8K +$470 +4 +0.9%
LFG
1186
Larson Financial Group
Missouri
$50.7K +$23.5K +200 +86%
QL
1187
Quarry LP
New York
$48.9K +$21.8K +186 +81%
SWM
1188
Sugarloaf Wealth Management
Georgia
$48.9K +$117 +1 +0.2%
AI
1189
AXS Investments
New York
$48.7K -$145K -1,236 -75%
WPWM
1190
Western Pacific Wealth Management
Illinois
$48.1K – – –
HBW
1191
Hazlett, Burt & Watson
West Virginia
$47K – – –
CFD
1192
Creative Financial Designs
Indiana
$46.9K – – –
PAI
1193
Pittenger & Anderson Inc
Nebraska
$46.9K – – –
BWAM
1194
Boyd Watterson Asset Management
Ohio
$44.8K – – –
MIH
1195
Meitav Investment House
Israel
$44.3K +$44.3K +380 New
FMII
1196
Farmers & Merchants Investments Inc
Nebraska
$43K -$1.99K -17 -4%
KFI
1197
Key Financial Inc
Pennsylvania
$43K +$8.45K +72 +24%
KFS
1198
Kelly Financial Services
Massachusetts
$41.8K +$117 +1 +0.3%
GCM
1199
Gladius Capital Management
Illinois
$41.6K +$10.7K +91 +34%
LWCFA
1200
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$41.1K – – –
46 47
48
49 50