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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 %
MRCM
1301
M&R Capital Management
New Jersey
$5.2K +$473 +4 +10%
MAM
1302
Marquette Asset Management
Minnesota
$5.16K +$5.16K +44 New
HWP
1303
Highline Wealth Partners
California
$5.16K – – –
CSC
1304
Caldwell Sutter Capital
California
$4.93K +$2.35K +20 +91%
MIM
1305
Macroview Investment Management
Maryland
$4.69K +$4.69K +40 New
CFFP
1306
Center for Financial Planning
Michigan
$4.22K – – –
TFM
1307
TFC Financial Management
Massachusetts
$4.01K -$34.9K -296 -90%
SIC
1308
SJS Investment Consulting
Ohio
$3.87K -$1.06K -9 -21%
RFG
1309
RFP Financial Group
Georgia
$3.87K – – –
TCA
1310
Trifecta Capital Advisors
Illinois
$3.4K – – –
SIS
1311
Strategic Investment Solutions
Illinois
$3.22K -$33.6K -261 -91%
PVH
1312
Psagot Value Holdings
Israel
$3K +$1.66K +16 +123%
BWM
1313
BerganKDV Wealth Management
Minnesota
$2.58K -$5.51K -47 -68%
RG
1314
Retirement Group
California
$2.58K – – –
EBA
1315
Eagle Bay Advisors
New York
$2.46K – – –
CWM
1316
Cedar Wealth Management
California
$2.46K – – –
CTWM
1317
Cherry Tree Wealth Management
Minnesota
$2.35K +$2.35K +20 New
FRA
1318
Front Row Advisors
California
$2K – – –
HFS
1319
Hantz Financial Services
Michigan
$2K – – –
CAL
1320
Capital Advisors Ltd
Ohio
$2K – – –
KFP
1321
KB Financial Partners
New Jersey
$2K – – –
AW
1322
Avion Wealth
Texas
$2K +$800 +10 +67%
RTL
1323
Red Tortoise LLC
Georgia
$1.99K – – –
NECFA
1324
New England Capital Financial Advisors
Connecticut
$1.72K +$114 +1 +7%
RI
1325
Ridgewood Investments
New Jersey
$1.53K – – –
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