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Valero Energy
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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 %
DI
1401
DFPG Investments
Utah
– -$315K -2,260 Closed
BC
1402
Brookfield Corp
Ontario, Canada
– -$310K -2,223 Closed
BIP
1403
Blueprint Investment Partners
North Carolina
– -$307K -2,201 Closed
RIA
1404
Regal Investment Advisors
Michigan
– -$298K -2,134 Closed
CM
1405
Columbus Macro
Pennsylvania
– -$277K -2,125 Closed
HH
1406
HWG Holdings
Texas
– -$290K -2,075 Closed
SMF
1407
Sterling Manor Financial
New York
– -$289K -2,070 Closed
CWA
1408
Clarus Wealth Advisors
Arizona
– -$268K -2,021 Closed
KCM
1409
Kennedy Capital Management
Missouri
– -$276K -1,979 Closed
SIM
1410
SSI Investment Management
California
– -$253K -1,814 Closed
MCM
1411
Maple Capital Management
Vermont
– -$248K -1,773 Closed
ZF
1412
Zhang Financial
Michigan
– -$247K -1,768 Closed
DG
1413
DMC Group
Alabama
– -$245K -1,766 Closed
KA
1414
Kovack Advisors
Florida
– -$246K -1,760 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1415
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$242K -1,733 Closed
APW
1416
Aurora Private Wealth
New Jersey
– -$240K -1,720 Closed
GWM
1417
GSB Wealth Management
Connecticut
– -$238K -1,705 Closed
BPC
1418
Banque Pictet & Cie
Switzerland
– -$237K -1,700 Closed
KP
1419
Keel Point
Alabama
– -$237K -1,700 Closed
EWM
1420
EPG Wealth Management
Georgia
– -$236K -1,691 Closed
SWM
1421
Silverlake Wealth Management
Vermont
– -$234K -1,675 Closed
RRCM
1422
Rappaport Reiches Capital Management
Illinois
– -$232K -1,661 Closed
ANTB
1423
AMG National Trust Bank
Colorado
– -$231K -1,657 Closed
AAMC
1424
Asset Allocation & Management Company
Illinois
– -$228K -1,634 Closed
FIB
1425
First Interstate Bank
Montana
– -$227K -1,628 Closed
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57
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