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Valero Energy

1,387 hedge funds and large institutions have $40B invested in Valero Energy in 2023 Q1 according to their latest regulatory filings, with 170 funds opening new positions, 494 increasing their positions, 537 reducing their positions, and 76 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,387
Holders Change
+68
Holders Change %
+5.16%
% of All Funds
22.2%
Holding in Top 10
32
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.51%
New
170
Increased
494
Reduced
537
Closed
76
Calls
$997M
Puts
$947M
Net Calls
+$49.9M
Net Calls Change
+$447M
Name Holding Trade Value Shares
Change
Shares
Change %
CM
476
Castleark Management
Illinois
$2.27M -$1.18M -8,460 -34%
HDIM
477
Hanson & Doremus Investment Management
Vermont
$2.27M -$154K -1,100 -6%
LJCM
478
Lee Johnson Capital Management
Texas
$2.26M -$558K -3,994 -20%
CT
479
Coastline Trust
Rhode Island
$2.25M -$388K -2,780 -15%
CM
480
CoreCommodity Management
Connecticut
$2.24M -$5.17K -37 -0.2%
AG
481
AIA Group
Hong Kong
$2.23M +$1.65M +11,794 +284%
JIC
482
Johnson Investment Counsel
Ohio
$2.2M +$1.18M +8,431 +115%
Brown Advisory
483
Brown Advisory
Maryland
$2.2M -$96.6K -692 -4%
SWM
484
SeaCrest Wealth Management
New York
$2.19M +$152K +1,092 +7%
MCM
485
MAI Capital Management
Ohio
$2.17M +$703K +5,039 +48%
BCM
486
Becker Capital Management
Oregon
$2.16M +$78.6K +563 +4%
Bessemer Group
487
Bessemer Group
New Jersey
$2.16M -$655K -4,689 -23%
BIA
488
Beacon Investment Advisors
Maryland
$2.16M +$5.17K +37 +0.2%
CW
489
CreativeOne Wealth
Kansas
$2.15M +$921K +6,598 +75%
UB
490
UMB Bank
Missouri
$2.12M -$10.6K -76 -0.5%
AWE
491
Avidian Wealth Enterprises
Texas
$2.11M +$51.9K +372 +3%
BSG
492
Black Swift Group
Colorado
$2.09M +$2.09M +15,000 New
CAM
493
Covenant Asset Management
New Jersey
$2.09M +$12K +86 +0.6%
CI Investments Inc
494
CI Investments Inc
Ontario, Canada
$2.08M +$284K +2,031 +16%
MNBTD
495
Moody National Bank Trust Division
Texas
$2.07M -$52.2K -374 -2%
PGFC
496
Peapack-Gladstone Financial Corp
New Jersey
$2.06M -$12.6K -90 -0.6%
EF
497
Empirical Finance
Pennsylvania
$2.05M +$59.9K +429 +3%
SPC
498
Sigma Planning Corp
Michigan
$2.05M -$82.4K -590 -4%
Vontobel Holding
499
Vontobel Holding
Switzerland
$2.04M -$90.9K -651 -4%
MCM
500
Mengis Capital Management
Oregon
$2.03M -$214K -1,535 -10%