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Valero Energy
VLO

Overview Fund Activity

1,364 hedge funds and large institutions have $38B invested in Valero Energy in 2023 Q3 according to their latest regulatory filings, with 143 funds opening new positions, 478 increasing their positions, 544 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,364
Holders Change
+30
Holders Change %
+2.25%
% of All Funds
21.75%
Holding in Top 10
26
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+36.84%
% of All Funds
0.41%
New
143
Increased
478
Reduced
544
Closed
96
Calls
$1.14B
Puts
$1.08B
Net Calls
+$66.6M
Net Calls Change
-$156M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$490M
2
BlackRock
BlackRock
New York
$4.26B
3
Acadian Asset Management
Acadian Asset Management
Massachusetts
$203M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$135M
5
Morgan Stanley
Morgan Stanley
New York
$1.27B

Top Sellers

1
Millennium Management
Millennium Management
New York
$122M
2
Nuveen Asset Management
Nuveen Asset Management
Illinois
$626M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.29B
4
Vanguard Group
Vanguard Group
Pennsylvania
$4.7B
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.11M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWP
1326
WR Wealth Planners
Missouri
$7.41K – – –
SIC
1327
SJS Investment Consulting
Ohio
$7.09K +$2.41K +17 +52%
PFA
1328
Pathway Financial Advisers
Indiana
$6.52K +$6.52K +46 New
PPWM
1329
PFG Private Wealth Management
Florida
$5.95K -$16.2K -114 -73%
CSC
1330
Caldwell Sutter Capital
California
$5.95K – – –
MCM
1331
Manchester Capital Management
Vermont
$5.67K +$5.67K +40 New
ECM
1332
Everence Capital Management
Indiana
$5.18K -$479 -3,380 -8%
CFFP
1333
Center for Financial Planning
Michigan
$5.1K – – –
CAM
1334
ClariVest Asset Management
California
$5K +$4.23K +33 +550%
TFM
1335
TFC Financial Management
Massachusetts
$4.85K – – –
RFA
1336
Register Financial Advisors
Georgia
$4.83K -$42.3K -298 -90%
RFG
1337
RFP Financial Group
Georgia
$4.68K – – –
TCA
1338
Trifecta Capital Advisors
Illinois
$4.11K – – –
ETC
1339
Exchange Traded Concepts
Oklahoma
$3.68K -$8.93K -63 -71%
PCA
1340
Providence Capital Advisors
North Carolina
$3.12K -$3.54K -25 -53%
AW
1341
Avion Wealth
Texas
$3K +$656 +7 +28%
EBA
1342
Eagle Bay Advisors
New York
$2.98K – – –
CWM
1343
Cedar Wealth Management
California
$2.98K – – –
CTWM
1344
Cherry Tree Wealth Management
Minnesota
$2.84K – – –
TAM
1345
Tucker Asset Management
Colorado
$2.83K +$1.28K +9 +82%
RL
1346
Rogco LP
Oklahoma
$2.83K +$2.83K +20 New
HL
1347
HeadInvest LLC
Maine
$2.49K +$2.49K +18 New
RTL
1348
Red Tortoise LLC
Georgia
$2.41K – – –
TF
1349
Tompkins Financial
New York
$2.13K -$7.8K -55 -79%
NECFA
1350
New England Capital Financial Advisors
Connecticut
$2.09K – – –
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