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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 %
WOSD
1276
WFA of San Diego
California
$11.7K +$11.7K +100 New
AF
1277
Advisornet Financial
Minnesota
$11.4K -$10.2K -87 -47%
First Manhattan
1278
First Manhattan
New York
$11.4K – – –
AWM
1279
AllSquare Wealth Management
New York
$11.2K – – –
BAM
1280
Byrne Asset Management
New Jersey
$11K – – –
TFGT
1281
TS Financial Group (TSFG)
Illinois
$11K +$573 +5 +5%
CMA
1282
Cedar Mountain Advisors
Oregon
$10.6K – – –
ETC
1283
Exchange Traded Concepts
Oklahoma
$10.4K -$260K -2,216 -96%
AIC
1284
Archer Investment Corporation
Indiana
$9.97K -$93.8K -800 -90%
NCM
1285
Northwest Capital Management
Oregon
$9.62K +$9.62K +82 New
BLC
1286
Brown, Lisle/Cummings
Rhode Island
$8.8K – – –
CHA
1287
Carmichael Hill & Associates
Maryland
$8.56K – – –
TWD
1288
True Wealth Design
Ohio
$8.52K -$678K -5,814 -99%
TF
1289
Tompkins Financial
New York
$8.21K – – –
DI
1290
Disciplined Investments
Oklahoma
$8.21K +$3.99K +34 +94%
CTA
1291
Colonial Trust Advisors
South Carolina
$8.09K – – –
GPI
1292
General Partner Inc
Pennsylvania
$7.74K – – –
HIA
1293
Harbor Investment Advisory
Maryland
$7.51K -$13.1K -112 -64%
AWM
1294
Abound Wealth Management
Tennessee
$7.18K +$1.06K +9 +17%
CT
1295
Cambridge Trust
Massachusetts
$7.16K -$11.4K -97 -61%
AA
1296
AlphaMark Advisors
Kentucky
$7K -$1K -9 -13%
RWPA
1297
Richard W. Paul & Associates
Michigan
$6.69K – – –
WWP
1298
WR Wealth Planners
Missouri
$6.13K +$2.36K +20 +63%
CCMI
1299
Creative Capital Management Investments
California
$5.75K – – –
PCA
1300
Providence Capital Advisors
North Carolina
$5.51K +$5.51K +47 New
50 51
52
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