Valero Energy
VLO
1,341 hedge funds and large institutions have $32.6B invested in Valero Energy in 2023 Q2 according to their latest regulatory filings, with 107 funds opening new positions, 482 increasing their positions, 559 reducing their positions, and 151 closing their positions.
28% more call options, than puts
Call options by funds: $1.02B | Put options by funds: $798M
1.11% less ownership
Funds ownership: 77.8% → 76.69% (-1.1%)
4% less funds holding
Funds holding: 1,394 → 1,341 (-53)
14% less repeat investments, than reductions
Existing positions increased: 482 | Existing positions reduced: 559
29% less first-time investments, than exits
New positions opened: 107 | Existing positions closed: 151
35% less capital inflows, than outflows
Capital inflows: $2.47B | Capital outflows: $3.81B
41% less funds holding in top 10
Funds holding in top 10: 32 → 19 (-13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Montrusco Bolton Investments
Montreal,
Quebec, Canada
|
+$220M |
| 2 |
Millennium Management
New York
|
+$213M |
| 3 |
Barclays
London,
United Kingdom
|
+$120M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$101M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$81.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$518M |
| 2 |
BlackRock
New York
|
-$472M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$276M |
| 4 |
State Street
Boston,
Massachusetts
|
-$231M |
| 5 |
EP Wealth Advisors
Torrance,
California
|
-$149M |
VLO Hedge Fund Activity: Q2 2023 in Review
1,341 of the 6,389 institutional investors tracked by Wall St. Rank reported a position in Valero Energy (VLO) for Q2 2023, worth a combined $32.6B — down 19% from $40.1B a quarter earlier.
Sellers outnumbered buyers: 151 funds closed out of VLO and 107 opened new positions — a net loss of 44 holders — while 559 trimmed existing stakes and 482 added.
The largest buyer was Montrusco Bolton Investments, opening a new position worth an estimated $220M. The largest seller was Bank of America, cutting an estimated $518M.
- 1,341 institutional investors held Valero Energy (VLO) as of Q2 2023, down from 1,394 in Q1 2023.
- Funds reported $32.6B of Valero Energy stock for Q2 2023, down 19% quarter-over-quarter.
- 107 funds opened new Valero Energy positions in Q2 2023 and 151 closed out, a net change of -44 holders.
- The largest Valero Energy buyer in Q2 2023 was Montrusco Bolton Investments, an estimated $220M added.
- The largest Valero Energy seller in Q2 2023 was Bank of America, an estimated $518M sold.
Based on aggregated 13F filings for Q2 2023.