VLO icon

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
$325M
3
Barclays
Barclays
United Kingdom
$204M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$103M
5
Marshall Wace
Marshall Wace
United Kingdom
$106M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$579M
2
BlackRock
BlackRock
New York
$3.43B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$1.26B
4
EWA
EP Wealth Advisors
California
$37.5M
5
State Street
State Street
Massachusetts
$2.87B
Name Holding Trade Value Shares
Change 		Shares
Change %
SFS
1376
Sowell Financial Services
Arkansas
– -$734K -5,255 Closed
NL
1377
NVWM LLC
Pennsylvania
– -$706K -5,055 Closed
PRS
1378
Pinkerton Retirement Specialists
Idaho
– -$697K -4,992 Closed
MM
1379
MQS Management
New York
– -$682K -4,888 Closed
WFC
1380
Western Financial Corp
California
– -$643K -4,605 Closed
GCM
1381
Gallacher Capital Management
Colorado
– -$638K -4,572 Closed
ICM
1382
Islay Capital Management
Texas
– -$629K -4,503 Closed
LOAMS
1383
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$621K -4,446 Closed
PTC
1384
Petrus Trust Company
Texas
– -$587K -4,203 Closed
PP
1385
Paloma Partners
Connecticut
– -$579K -4,144 Closed
CPC
1386
Cookson Peirce & Co
Pennsylvania
– -$490K -3,513 Closed
1WA
1387
180 Wealth Advisors
Washington
– -$475K -3,400 Closed
WWM
1388
Wagner Wealth Management
South Carolina
– -$432K -3,097 Closed
QCM
1389
Qsemble Capital Management
New York
– -$405K -2,900 Closed
OFG
1390
OmniStar Financial Group
North Carolina
– -$403K -2,889 Closed
MA
1391
MBA Advisors
Pennsylvania
– -$402K -2,883 Closed
CG
1392
Caprock Group
Idaho
– -$395K -2,829 Closed
O
1393
Ossiam
France
– -$387K -2,770 Closed
CHP
1394
Cable Hill Partners
Oregon
– -$384K -2,750 Closed
ECG
1395
Edge Capital Group
Georgia
– -$382K -2,734 Closed
PFGIA
1396
Patriot Financial Group Insurance Agency
Massachusetts
– -$368K -2,635 Closed
VFA
1397
Valeo Financial Advisors
Indiana
– -$351K -2,516 Closed
KF
1398
Krilogy Financial
Missouri
– -$343K -2,458 Closed
QC
1399
Quantedge Capital
Singapore
– -$321K -2,300 Closed
KI
1400
Kapitalo Investimentos
Brazil
– -$318K -2,279 Closed
54 55
56
57 58