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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
$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 %
AIM
1426
Athena Investment Management
California
– -$227K -1,627 Closed
MGIA
1427
Moneta Group Investment Advisors
Missouri
– -$227K -1,625 Closed
VA
1428
Valmark Advisers
Ohio
– -$225K -1,615 Closed
9WM
1429
9258 Wealth Management
Ohio
– -$225K -1,615 Closed
BFC
1430
Bedel Financial Consulting
Indiana
– -$225K -1,612 Closed
AWA
1431
Arkadios Wealth Advisors
Georgia
– -$225K -1,611 Closed
BP
1432
Ballentine Partners
Massachusetts
– -$223K -1,594 Closed
NPF
1433
Norris Perne & French
Michigan
– -$222K -1,592 Closed
TWP
1434
Tempus Wealth Planning
California
– -$222K -1,591 Closed
ABC
1435
Associated Banc-Corp
Wisconsin
– -$222K -1,589 Closed
BB
1436
Bell Bank
North Dakota
– -$221K -1,585 Closed
TCA
1437
Transcend Capital Advisors
New Jersey
– -$217K -1,554 Closed
PP
1438
Patten & Patten
Tennessee
– -$217K -1,553 Closed
LBC
1439
Lowe Brockenbrough & Co
Virginia
– -$213K -1,528 Closed
JWM
1440
Jeppson Wealth Management
California
– -$213K -1,527 Closed
SCM
1441
Schnieders Capital Management
California
– -$211K -1,514 Closed
FPAS
1442
Focus Partners Advisor Solutions
Missouri
– -$211K -1,508 Closed
AUB
1443
Atlantic Union Bankshares
Virginia
– -$210K -1,505 Closed
WC
1444
Woodstock Corp
Massachusetts
– -$210K -1,501 Closed
DGI
1445
Disciplined Growth Investors
Minnesota
– -$209K -1,500 Closed
OPPS
1446
Obsidian Personal Planning Solutions
Maryland
– -$209K -1,500 Closed
CC
1447
Cannell & Co
New York
– -$209K -1,500 Closed
KIG
1448
Kennedy Investment Group
New Jersey
– -$208K -1,487 Closed
BFS
1449
Bradley Foster & Sargent
Connecticut
– -$205K -1,470 Closed
ETH
1450
Exos TFP Holdings
New York
– -$203K -1,457 Closed
56 57
58
59 60