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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 %
PA
1451
Procyon Advisors
Connecticut
– -$203K -1,457 Closed
AWA
1452
Arete Wealth Advisors
Illinois
– -$203K -1,456 Closed
VAS
1453
Vestmark Advisory Solutions
Massachusetts
– -$203K -1,454 Closed
LA
1454
Latitude Advisors
Florida
– -$203K -1,451 Closed
SP
1455
Successful Portfolios
Florida
– -$202K -1,448 Closed
AC
1456
Allstate Corporation
Illinois
– -$202K -1,447 Closed
ICP
1457
Interchange Capital Partners
Pennsylvania
– -$200K -1,439 Closed
S
1458
SimplyRich
California
– -$200K -1,435 Closed
CFG
1459
Citizens Financial Group
Rhode Island
– -$190K -1,364 Closed
PMEF
1460
Point72 Middle East FZE
United Arab Emirates
– -$173K -1,236 Closed
WIM
1461
WealthPlan Investment Management
Nebraska
– -$144K -1,034 Closed
GC
1462
Globeflex Capital
California
– -$134K -959 Closed
SC
1463
Schubert & Co
Texas
– -$111K -795 Closed
FCA
1464
Fortis Capital Advisors
Kansas
– -$110K -791 Closed
DA
1465
Denali Advisors
California
– -$97.7K -700 Closed
PCM
1466
Pointe Capital Management
Michigan
– -$94.4K -676 Closed
SFFS
1467
Stonehage Fleming Financial Services
Jersey
– -$94K -673 Closed
CLOS
1468
Compagnie Lombard Odier SCmA
Switzerland
– -$73.6K -527 Closed
SN
1469
Sittner & Nelson
Oregon
– -$62.8K -450 Closed
DFCM
1470
Dark Forest Capital Management
Puerto Rico
– -$56.7K -406 Closed
JFA
1471
JNBA Financial Advisors
Minnesota
– -$33.2K -238 Closed
ST
1472
Sageworth Trust
Pennsylvania
– -$27.4K -196 Closed
AWM
1473
Atticus Wealth Management
Florida
– -$22.2K -159 Closed
CIA
1474
Cascade Investment Advisors
Oregon
– -$20.9K -150 Closed
NHT
1475
New Hampshire Trust
New Hampshire
– -$17.5K -125 Closed
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