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Valero Energy
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Overview Fund Activity

997 hedge funds and large institutions have $14.3B invested in Valero Energy in 2020 Q1 according to their latest regulatory filings, with 92 funds opening new positions, 390 increasing their positions, 415 reducing their positions, and 297 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
997
Holders Change
-219
Holders Change %
-18.01%
% of All Funds
22.02%
Holding in Top 10
10
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-23.08%
% of All Funds
0.22%
New
92
Increased
390
Reduced
415
Closed
297
Calls
$183M
Puts
$205M
Net Calls
-$22.1M
Net Calls Change
-$77.5M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
$325M
2
State Street
State Street
Massachusetts
$1.06B
3
BlackRock
BlackRock
New York
$1.57B
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$139M
5
Vanguard Group
Vanguard Group
Pennsylvania
$1.63B

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
$84.1M
2
Boston Partners
Boston Partners
Massachusetts
$320M
3
MMH
Menora Mivtachim Holdings
Israel
$0
4
Two Sigma Investments
Two Sigma Investments
New York
$0
5
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss
Texas
$177M
Name Holding Trade Value Shares
Change 		Shares
Change %
TW
301
Transform Wealth
Colorado
$2.51M +$178K +3,917 +8%
WBC
302
Westpac Banking Corp
Australia
$2.46M +$65.3K +1,439 +3%
FQ
303
First Quadrant
California
$2.46M -$263K -5,800 -10%
CIA
304
Covington Investment Advisors
Pennsylvania
$2.43M +$61.2K +1,350 +3%
DCM
305
Dupont Capital Management
Delaware
$2.43M +$634K +13,985 +35%
LM
306
Luminus Management
Texas
$2.42M +$2.42M +53,366 New
GL
307
Graypoint LLC
New York
$2.4M +$2.4M +52,978 New
ANBT
308
American National Bank & Trust
Texas
$2.39M +$127K +2,802 +6%
Wealth Enhancement Advisory Services
309
Wealth Enhancement Advisory Services
Minnesota
$2.38M +$2.38M +41,161 New
CIP
310
Convergence Investment Partners
Florida
$2.36M +$13.2K +291 +0.6%
DA
311
Denali Advisors
California
$2.35M +$9.07K +200 +0.4%
MPWT
312
MassMutual Private Wealth & Trust
Connecticut
$2.33M +$230K +5,070 +11%
WTB
313
Washington Trust Bank
Washington
$2.33M +$623K +13,735 +37%
CIA
314
Capital Investment Advisors
Georgia
$2.3M -$3.14M -69,285 -58%
SI
315
Stephens Inc
Arkansas
$2.29M +$551K +12,144 +32%
Creative Planning
316
Creative Planning
Kansas
$2.27M -$731K -16,123 -24%
SMDAM
317
Sumitomo Mitsui DS Asset Management
Japan
$2.26M -$412K -9,075 -15%
DADC
318
D.A. Davidson & Co
Montana
$2.25M +$423K +9,214 +23%
Cambridge Investment Research Advisors
319
Cambridge Investment Research Advisors
Iowa
$2.23M +$94.2K +2,076 +4%
WTC
320
WhitTier Trust Company
Nevada
$2.21M +$334K +7,361 +18%
AWM
321
AE Wealth Management
Kansas
$2.21M +$456K +10,051 +26%
MIM
322
Montgomery Investment Management
Maryland
$2.2M – – –
B
323
Bailard
California
$2.19M +$2.19M +48,360 New
NAM
324
Nissay Asset Management
Japan
$2.19M +$45.5K +1,003 +2%
AWM
325
Altavista Wealth Management
North Carolina
$2.19M +$474K +10,463 +28%
11 12
13
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