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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 %
AWM
1226
Avior Wealth Management
Nebraska
$25.2K +$13.3K +113 +111%
SWA
1227
SOA Wealth Advisors
New York
$25.2K – – –
SFG
1228
Steward Financial Group
Texas
$25K -$2.34K -20 -9%
WT
1229
Washington Trust
Rhode Island
$24.2K – – –
T
1230
TOBAM
France
$24K -$1.64M -13,771 -99%
VNA
1231
Valley National Advisers
Pennsylvania
$24K – – –
LOIP
1232
Live Oak Investment Partners
Texas
$24K -$28.5K – –
JWA
1233
JFS Wealth Advisors
Pennsylvania
$23.6K -$938 -8 -4%
2L
1234
25 LLC
Missouri
$23.6K +$462 +4 +2%
SWA
1235
Sutton Wealth Advisors
Florida
$23.5K -$31.1K -265 -57%
FWM
1236
Focused Wealth Management
New York
$23.5K – – –
AP
1237
Atwood & Palmer
Missouri
$23.5K – – –
FFC
1238
First Financial Corp
Indiana
$23.5K – – –
LFA
1239
Legend Financial Advisors
Pennsylvania
$23.5K – – –
DJSG
1240
D.J. St. Germain
Massachusetts
$23.5K +$23.5K +200 New
CH
1241
Canton Hathaway
Rhode Island
$23K – – –
RFA
1242
Resurgent Financial Advisors
Georgia
$22.8K -$854K -7,283 -97%
SHIM
1243
Stone House Investment Management
Pennsylvania
$22.6K +$235 +2 +1%
CIA
1244
Cape Investment Advisory
Georgia
$21.5K – – –
IWP
1245
IAG Wealth Partners
Wisconsin
$21.3K – – –
PK
1246
Pflug Koory
Nebraska
$20.5K – – –
VF
1247
VitalStone Financial
Texas
$20K +$18.9K +136 +1,700%
GGI
1248
Godsey & Gibb Inc
Virginia
$19.7K – – –
Kayne Anderson Rudnick Investment Management
1249
Kayne Anderson Rudnick Investment Management
California
$19.7K +$586 +5 +3%
KIG
1250
Kessler Investment Group
Indiana
$18.4K -$1.32M -11,263 -99%
48 49
50
51 52