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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 %
PPWM
1251
PFG Private Wealth Management
Florida
$18.3K -$36.5K -311 -67%
BIA
1252
Bell Investment Advisors
California
$18.2K -$1.17K -10 -6%
LWA
1253
Lowe Wealth Advisors
Maryland
$18.2K – – –
SWM
1254
Sanctuary Wealth Management
Idaho
$17.6K +$17.6K +150 New
EARNEST Partners
1255
EARNEST Partners
Georgia
$17.5K – – –
TAIM
1256
TD Ameritrade Investment Management
Nebraska
$17K -$11.6K -99 -41%
HS
1257
Horan Securities
United States
$16.2K +$117 +1 +0.7%
PCTC
1258
Perkins Coie Trust Company
Washington
$15.8K -$48.6K -414 -75%
GKIM
1259
GW&K Investment Management
Massachusetts
$15K +$15K +126 New
OC
1260
Oakworth Capital
Alabama
$14.7K – – –
NF
1261
Norwood Financial
Pennsylvania
$14.1K – – –
FPB
1262
First PREMIER Bank
South Dakota
$14K – – –
AAP
1263
Arax Advisory Partners
Colorado
$13.7K +$1.76K +15 +15%
NSIM
1264
North Star Investment Management
Illinois
$13.6K – – –
CA
1265
Crewe Advisors
Utah
$13.4K -$2.11K -18 -14%
CPG
1266
Cornerstone Planning Group
New Jersey
$13.3K +$13.3K +114 New
JWM
1267
Janiczek Wealth Management
Colorado
$13K – – –
FGAM
1268
Financial Gravity Asset Management
Texas
$12.1K -$2.37K -23 -16%
VCM
1269
Vigilant Capital Management
Maine
$12K -$13.6K -113 -53%
RBC
1270
Roble Belko & Company
Pennsylvania
$12K – – –
LCM
1271
Logan Capital Management
Pennsylvania
$12K – – –
PB
1272
Pinnacle Bancorp
Nebraska
$11.8K – – –
HI
1273
Hoey Investments
Pennsylvania
$11.7K -$46.9K -400 -80%
WAM
1274
Worth Asset Management
Texas
$11.7K -$1.06K -9 -8%
AA
1275
Addison Advisors
Vermont
$11.7K – – –
49 50
51
52 53